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 %
MW
676
Marcum Wealth
Ohio
$3.23M -$1.16M -8,378 -26%
MFT
677
Moisand Fitzgerald Tamayo
Florida
$3.23M -$35.1K -254 -1%
RJT
678
Raymond James Trust
Florida
$3.22M +$103K +749 +3%
WMG
679
WESCAP Management Group
California
$3.18M +$603K +4,367 +23%
GT
680
Greenleaf Trust
Michigan
$3.16M -$88K -637 -3%
SW
681
SVB Wealth
Massachusetts
$3.16M -$190K -1,374 -6%
BAM
682
Baldrige Asset Management
Pennsylvania
$3.16M -$1.93K -14 -0.1%
UBG
683
United Bank (Georgia)
Georgia
$3.14M -$89.4K -647 -3%
FA
684
Fountainhead AM
New Jersey
$3.14M +$778K +5,634 +33%
PFWA
685
Paces Ferry Wealth Advisors
Georgia
$3.13M +$28.6K +207 +0.9%
PP
686
Prosperity Planning
Missouri
$3.12M +$234K +1,694 +8%
COCM
687
Charter Oak Capital Management
New Hampshire
$3.11M +$64.5K +467 +2%
CANC
688
Culbertson A N & Co
Virginia
$3.1M -$967 -7 -0%
GA
689
GFS Advisors
Texas
$3.1M -$13.1K -95 -0.4%
DTC
690
Davidson Trust Company
Washington
$3.09M +$487K +3,528 +19%
EA
691
Eudaimonia Advisors
Tennessee
$3.08M -$802K -5,808 -21%
NWM
692
Northwest Wealth Management
Iowa
$3.06M -$172K -1,249 -5%
LAM
693
LifePro Asset Management
California
$3.06M – – –
GLA
694
Great Lakes Advisors
Illinois
$3.06M +$27.6K +200 +0.9%
NOI
695
Newton One Investments
Delaware
$3.05M -$135K -979 -4%
AWA
696
Amplius Wealth Advisors
Pennsylvania
$3.04M +$45.2K +327 +2%
OIA
697
OneDigital Investment Advisors
Kansas
$3.01M -$192K -1,390 -6%
DT
698
Diversified Trust
Tennessee
$3M -$8.29K -60 -0.3%
LFA
699
Level Financial Advisors
New York
$3M +$417K +3,017 +16%
AL
700
ACAS LLC
California
$2.99M +$109K +789 +4%
26 27
28
29 30