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 %
CAG
751
Compass Advisory Group
New York
$2.51M -$236K -1,707 -9%
BCA
752
Bay Colony Advisors
Massachusetts
$2.51M +$524K +3,833 +26%
VCM
753
Vivaldi Capital Management
Illinois
$2.51M +$133K +962 +6%
FFN
754
Focus Financial Network
Minnesota
$2.51M +$263K +1,903 +12%
WKWM
755
Walter & Keenan Wealth Management
Indiana
$2.5M +$2.04M +14,782 +444%
SMC
756
Smith, Moore & Co
Missouri
$2.49M +$113K +815 +5%
BWM
757
BCS Wealth Management
Tennessee
$2.49M +$278K +2,014 +13%
Wealth Enhancement Advisory Services
758
Wealth Enhancement Advisory Services
Minnesota
$2.48M -$50.7M -367,091 -95%
MAA
759
Mraz Amerine & Associates
California
$2.45M +$232K +1,679 +10%
HWMG
760
Hurlow Wealth Management Group
Indiana
$2.44M +$16.6K +120 +0.7%
NCM
761
Novare Capital Management
North Carolina
$2.44M +$117K +850 +5%
ONB
762
Old National Bancorp
Indiana
$2.43M -$49.6K -359 -2%
KF
763
Krilogy Financial
Missouri
$2.43M +$196K +1,421 +9%
AWM
764
Accel Wealth Management
Iowa
$2.41M +$123K +894 +5%
GFG
765
Greystone Financial Group
Michigan
$2.41M -$116K -840 -5%
MCA
766
MSH Capital Advisors
Arizona
$2.41M -$157K -1,137 -6%
IF
767
Intrua Financial
Texas
$2.41M +$300K +2,189 +14%
ZIG
768
Zurich Insurance Group
Switzerland
$2.41M +$2.41M +17,259 New
MPW
769
MA Private Wealth
California
$2.39M -$490K -3,548 -17%
CWM
770
Chemistry Wealth Management
New York
$2.39M +$30.2K +219 +1%
WAS
771
Wealth Advisory Solutions
Indiana
$2.39M +$6.91K +50 +0.3%
CP
772
Camelot Portfolios
Ohio
$2.37M -$23.8K -172 -1%
KWM
773
Kaydan Wealth Management
Michigan
$2.34M +$136K +986 +6%
MECA
774
Miller Equity Capital Advisors
Texas
$2.34M -$15.2K -110 -0.6%
ACM
775
AUA Capital Management
Pennsylvania
$2.34M – – –
29 30
31
32 33