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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 %
EDRIA
651
Edmonds Duncan Registered Investment Advisors
Kansas
$3.63M +$402K +2,914 +12%
KWM
652
Kingsview Wealth Management
Oregon
$3.62M -$267K -1,934 -7%
WGCA
653
Wolf Group Capital Advisors
Virginia
$3.55M -$278K -2,016 -7%
BMCM
654
Bryn Mawr Capital Management
Pennsylvania
$3.54M +$156K +1,131 +5%
IAN
655
Integrated Advisors Network
Texas
$3.51M +$1.84M +13,338 +110%
LFA
656
Laraway Financial Advisors
Minnesota
$3.47M +$79K +572 +2%
ICMARC
657
International City Management Association Retirement Corp
District of Columbia
$3.46M -$5.76M -41,725 -62%
RW
658
Rede Wealth
Virginia
$3.44M +$568K +4,113 +20%
AWA
659
Arete Wealth Advisors
Illinois
$3.44M -$257K -1,860 -7%
SFWC
660
Strategic Family Wealth Counselors
New Jersey
$3.44M +$1.09M +7,919 +47%
SLT
661
St Louis Trust
Missouri
$3.41M -$6.71M -48,550 -66%
IAA
662
Ironsides Asset Advisors
North Carolina
$3.39M – – –
NB
663
Nicolet Bankshares
Wisconsin
$3.38M -$178K -1,291 -5%
HWA
664
Hillcrest Wealth Advisors
New Jersey
$3.38M – – –
WB
665
West Bancorporation
Iowa
$3.37M +$716K +5,185 +27%
TCM
666
True Capital Management
California
$3.36M -$10.4K -75 -0.3%
KJWM
667
Kiley Juergens Wealth Management
Washington
$3.36M +$222K +1,607 +7%
OCM
668
One Capital Management
California
$3.34M -$3.59K -26 -0.1%
LL
669
LPWM LLC
Minnesota
$3.29M +$221K +1,603 +7%
FCI
670
Financial Counselors Inc
Kansas
$3.27M +$61.7K +447 +2%
EP
671
Eudaimonia Partners
Tennessee
$3.27M +$139K +1,004 +4%
FHA
672
Flagship Harbor Advisors
Massachusetts
$3.27M +$700K +5,065 +27%
LFAS
673
Level Four Advisory Services
Texas
$3.26M +$275K +1,994 +9%
GWMIA
674
Global Wealth Management Investment Advisory
Florida
$3.25M -$226K -1,635 -6%
AA
675
Auxano Advisors
Washington
$3.25M – – –
25 26
27
28 29