VTV icon

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 %
SWM
601
Southern Wealth Management
Texas
$4.36M -$5.31M -38,455 -55%
CPA
602
Cardiff Park Advisors
California
$4.35M +$54.3K +393 +1%
FFBTD
603
First Financial Bank - Trust Division
Ohio
$4.33M -$280K -2,027 -6%
NEWAS
604
N.E.W. Advisory Services
Wisconsin
$4.32M -$167K -1,208 -4%
PD
605
Planning Directions
Pennsylvania
$4.31M -$14.6K -106 -0.3%
KBC Group
606
KBC Group
Belgium
$4.28M +$124K +900 +3%
SIS
607
Strategic Investment Solutions
Illinois
$4.25M -$578K -4,185 -12%
DI
608
Disciplined Investments
Oklahoma
$4.25M -$9.53K -69 -0.2%
RFA
609
Register Financial Advisors
Georgia
$4.2M +$308K +2,227 +8%
CAL
610
Capital Advisors Ltd
Ohio
$4.2M -$1.47M -10,654 -26%
BTI
611
Blue Trust Inc
Georgia
$4.19M -$826K -5,887 -16%
WIM
612
Warwick Investment Management
Texas
$4.19M -$1.15M -8,293 -21%
TCPWM
613
Traverso Chambers Private Wealth Management
California
$4.18M +$163K +1,180 +4%
AC
614
ASB Consultores
Florida
$4.16M -$32.2K -233 -0.8%
ATC
615
Argent Trust Co
Tennessee
$4.16M +$109K +791 +3%
KFA
616
Kelleher Financial Advisors
New York
$4.15M +$1.58M +11,472 +62%
VFA
617
Valeo Financial Advisors
Indiana
$4.14M +$2.11M +35,791 +104%
GWM
618
GSB Wealth Management
Connecticut
$4.13M +$407K +2,949 +11%
AC
619
Avant Capital
Louisiana
$4.1M +$177K +1,281 +5%
TA
620
Tiedemann Advisors
New York
$4.1M +$1.62M +11,730 +65%
DWM
621
Defined Wealth Management
Oregon
$4.09M +$285K +2,064 +7%
BP
622
Ballentine Partners
Massachusetts
$4.09M +$18K +130 +0.4%
CG
623
Caprock Group
Idaho
$4.07M +$92.4K +669 +2%
IWM
624
IHT Wealth Management
Illinois
$4.03M +$194K +1,403 +5%
IGWM
625
ICA Group Wealth Management
Colorado
$4.02M -$1.91M -13,854 -32%
23 24
25
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