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Vanguard Value ETF
VTV

Overview Fund Activity

1,787 hedge funds and large institutions have $67.5B invested in Vanguard Value ETF in 2023 Q1 according to their latest regulatory filings, with 122 funds opening new positions, 778 increasing their positions, 643 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,787
Holders Change
-34
Holders Change %
-1.87%
% of All Funds
28.6%
Holding in Top 10
360
Holding in Top 10 Change
-37
Holding in Top 10 Change %
-9.32%
% of All Funds
5.76%
New
122
Increased
778
Reduced
643
Closed
109
Calls
$83.3M
Puts
$26.5M
Net Calls
+$56.8M
Net Calls Change
+$24.5M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$3.42B
2
CIAS
CBIZ Investment Advisory Services
Ohio
+$187M
3
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
+$128M
4
Natixis Advisors
Natixis Advisors
Massachusetts
+$123M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$83M

Top Sellers

1
AIA
Angeles Investment Advisors
California
-$377M
2
CZI
Chan Zuckerberg Initiative
California
-$169M
3
PPFA
Provida Pension Fund Administrator
Chile
-$130M
4
BlackRock
BlackRock
New York
-$125M
5
Ameriprise
Ameriprise
Minnesota
-$62.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
D
526
Dentgroup
Louisiana
$5.81M -$155K -1,119 -3%
WAM
527
Weinberger Asset Management
California
$5.79M +$102K +740 +2%
USCWA
528
U.S. Capital Wealth Advisors
Texas
$5.77M -$541K -3,918 -9%
SWM
529
Soundmark Wealth Management
Washington
$5.77M +$1.58M +11,468 +38%
HIA
530
Harbor Investment Advisory
Maryland
$5.75M +$131K +946 +2%
SFS
531
Sowell Financial Services
Arkansas
$5.75M -$1.92M -13,912 -25%
WPWM
532
Windward Private Wealth Management
Kansas
$5.64M -$345K -2,495 -6%
NF
533
Nikulski Financial
Iowa
$5.62M +$604K +4,376 +12%
MAM
534
McLean Asset Management
Virginia
$5.6M -$2.73M -19,780 -33%
CA
535
Cambridge Associates
Massachusetts
$5.55M – – –
ACA
536
Atlas Capital Advisors
Wyoming
$5.51M +$796K +5,763 +17%
BJL
537
Brighton Jones LLC
Washington
$5.49M +$159K +1,151 +3%
HPWA
538
Hall Private Wealth Advisors
North Carolina
$5.47M +$907K +6,565 +20%
MOS
539
MGO One Seven
Ohio
$5.45M -$841K -6,087 -13%
RG
540
Retirement Group
California
$5.45M +$174K +1,257 +3%
PWG
541
Private Wealth Group
Florida
$5.36M +$5.36M +38,838 New
PFM
542
Phillips Financial Management
Indiana
$5.34M -$2.21K -16 -0%
SG
543
Sharper & Granite
California
$5.32M +$81.5K +590 +2%
PVI
544
Pine Valley Investments
New Jersey
$5.32M +$5.32M +38,643 New
AF
545
Advisornet Financial
Minnesota
$5.27M -$49.2K -356 -0.9%
KA
546
Kovack Advisors
Florida
$5.27M -$403K -2,917 -7%
IIC
547
Integrated Investment Consultants
Michigan
$5.23M -$1.18M -8,530 -18%
FFP
548
Forbes Financial Planning
Rhode Island
$5.21M +$1.57M +11,392 +43%
EPM
549
Elm Partners Management
Pennsylvania
$5.21M -$1.59M -11,511 -23%
CWM
550
Connecticut Wealth Management
Connecticut
$5.19M -$1.08M -7,825 -17%
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