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 %
CSB
801
City State Bank
Iowa
$2.17M +$36.6K +265 +2%
CWC
802
Carolinas Wealth Consulting
North Carolina
$2.17M +$11.6K +84 +0.5%
HWM
803
Howard Wealth Management
Connecticut
$2.17M -$11.9K -86 -0.5%
MWM
804
Maripau Wealth Management
Indiana
$2.16M +$67K +485 +3%
MA
805
MONECO Advisors
Connecticut
$2.15M -$141K -1,022 -6%
ACI
806
Alpha Cubed Investments
California
$2.15M +$487K +3,529 +29%
EFL
807
ERn Financial LLC
Wisconsin
$2.15M +$83.4K +604 +4%
TC
808
TownSquare Capital
Utah
$2.14M -$7.58M -54,888 -78%
EWM
809
Evergreen Wealth Management
Michigan
$2.13M +$133K +963 +7%
GHA
810
Granite Harbor Advisors
Texas
$2.1M – – –
PCP
811
Proficio Capital Partners
Massachusetts
$2.1M +$1.47M +10,665 +237%
BBW
812
Blue Barn Wealth
Utah
$2.09M -$2.68M -19,422 -56%
LPT
813
Legacy Private Trust
Wisconsin
$2.09M +$107K +775 +5%
MG
814
MilWealth Group
Wisconsin
$2.09M -$28.2K -204 -1%
VAS
815
Vestmark Advisory Solutions
Massachusetts
$2.08M -$105K -762 -5%
WFS
816
Weitzel Financial Services
Iowa
$2.08M +$200K +1,440 +11%
FNBSF
817
First National Bank Sioux Falls
South Dakota
$2.08M +$280K +2,027 +16%
SFPM
818
Sensible Financial Planning & Management
Massachusetts
$2.06M -$2.07K -15 -0.1%
AL
819
ADE LLC
Maryland
$2.06M +$26.8K +194 +1%
CPC
820
Cookson Peirce & Co
Pennsylvania
$2.05M +$14.5K +105 +0.7%
AP
821
Americana Partners
Texas
$2.05M – – –
SEP
822
Southland Equity Partners
Missouri
$2.05M -$3.87K -28 -0.2%
CIC
823
Carnegie Investment Counsel
Ohio
$2.04M +$624K +4,517 +44%
RFC
824
Regions Financial Corp
Alabama
$2.04M +$307K +2,223 +18%
LHWM
825
Lake Hills Wealth Management
Texas
$2.02M +$2.02M +14,650 New
31 32
33
34 35