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 %
MFG
701
Magnus Financial Group
New York
$2.97M +$105K +758 +4%
CCFM
702
Clear Creek Financial Management
Washington
$2.96M +$18.8K +136 +0.6%
C
703
CEDRUS
Colorado
$2.95M +$349K +2,530 +13%
SFS
704
Security Financial Services
Indiana
$2.95M -$34.4K -249 -1%
TC
705
Tacita Capital
Ontario, Canada
$2.94M -$104K -750 -3%
TFP
706
Triune Financial Partners
Kansas
$2.92M -$136K -985 -4%
TFA
707
Tobias Financial Advisors
Florida
$2.92M -$121K -875 -4%
UBV
708
United Bank (Virginia)
Virginia
$2.91M -$427K -3,089 -13%
IP
709
Intellectus Partners
California
$2.9M +$89.9K +651 +3%
AB
710
Atlas Brown
Kentucky
$2.89M -$17.7K -128 -0.6%
OSAM
711
O'Shaughnessy Asset Management
Connecticut
$2.89M +$457K +3,309 +19%
HSWM
712
Hubbell Strickland Wealth Management
Louisiana
$2.88M +$699K +5,063 +32%
CA
713
Continuum Advisory
Idaho
$2.87M +$222K +1,609 +8%
KCM
714
Kennicott Capital Management
California
$2.86M +$334K +2,415 +13%
RIM
715
Rockbridge Investment Management
New York
$2.86M +$32.2K +233 +1%
WIA
716
World Investment Advisors
California
$2.86M +$256K +1,857 +10%
LHEI
717
Leo H. Evart Inc
California
$2.81M +$1.8K +13 +0.1%
RWM
718
Revisor Wealth Management
Ohio
$2.8M +$2.8M +20,302 New
TFCP
719
Twin Focus Capital Partners
Massachusetts
$2.78M +$160K +1,159 +6%
LWM
720
Liberty Wealth Management
California
$2.75M +$2.75M +19,934 New
AWM
721
Axxcess Wealth Management
California
$2.75M -$1.01M -7,324 -27%
WA
722
Waddell & Associates
Tennessee
$2.74M -$448K -3,247 -14%
RWA
723
Ropes Wealth Advisors
Massachusetts
$2.74M +$127K +918 +5%
WAM
724
WNY Asset Management
New York
$2.73M -$307K -2,220 -10%
ONSWM
725
Old North State Wealth Management
North Carolina
$2.73M +$31K +224 +1%
27 28
29
30 31