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 %
PWS
726
Peterson Wealth Services
Utah
$2.71M +$316K +2,285 +13%
FIA
727
Foundations Investment Advisors
Arizona
$2.71M +$242K +1,750 +10%
SWM
728
Segment Wealth Management
Texas
$2.71M – – –
SFP
729
Strategic Financial Partners
Oregon
$2.7M +$103K +744 +4%
WF
730
Welch & Forbes
Massachusetts
$2.68M +$610K +4,420 +30%
IA
731
Insight Advisors
Pennsylvania
$2.67M -$10.4K -75 -0.4%
CS
732
Credit Suisse
Switzerland
$2.66M -$202K -1,463 -7%
BWM
733
Birchcreek Wealth Management
Ohio
$2.65M +$190K +1,375 +8%
FFG
734
Frisch Financial Group
New York
$2.65M -$8.04M -58,226 -75%
CAM
735
Carret Asset Management
New York
$2.64M +$25.4K +184 +1%
CCM
736
Colorado Capital Management
Colorado
$2.64M -$4.7K -34 -0.2%
Empower Advisory Group
737
Empower Advisory Group
Colorado
$2.61M +$2.61M +18,780 New
TWC
738
TD Waterhouse Canada
Ontario, Canada
$2.61M +$397K +2,302 +18%
LC
739
Lindbrook Capital
California
$2.6M -$8.84K -64 -0.3%
JSL
740
JT Stratford LLC
Georgia
$2.59M +$19.7K +143 +0.8%
GTAM
741
Global Trust Asset Management
Florida
$2.59M -$273K -1,980 -10%
SSWM
742
Sheets Smith Wealth Management
North Carolina
$2.57M – – –
CI
743
CX Institutional
Indiana
$2.57M +$2.57M +18,588 New
MA
744
MCF Advisors
Kentucky
$2.57M +$1.38K +10 +0.1%
SWA
745
Sightline Wealth Advisors
Connecticut
$2.57M +$2.15M +15,593 +523%
HIA
746
HTG Investment Advisors
Connecticut
$2.56M +$425K +3,074 +20%
VWM
747
Valley Wealth Managers
New Jersey
$2.55M -$38.7K -280 -1%
ME
748
McIlrath & Eck
Washington
$2.53M +$1.61M +11,665 +176%
AGP
749
Autumn Glory Partners
Texas
$2.52M – – –
BAG
750
Bridgewealth Advisory Group
California
$2.52M -$457K -3,306 -15%
28 29
30
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