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 %
HGERS
826
Householder Group Estate & Retirement Specialist
Arizona
$2.02M +$2.02M +14,623 New
MCWS
827
McKinley Carter Wealth Services
West Virginia
$2.01M -$140K -1,013 -7%
CGPCS
828
Capital Group Private Client Services
California
$1.99M +$1.26M +9,088 +172%
CAM
829
Covenant Asset Management
New Jersey
$1.97M +$61.6K +446 +3%
CA
830
Cornerstone Advisory
Maryland
$1.96M +$2.9K +21 +0.1%
SWA
831
SOA Wealth Advisors
New York
$1.95M -$17.7K -128 -0.9%
PWP
832
Principle Wealth Partners
Connecticut
$1.94M -$7.6K -55 -0.4%
TWM
833
Tradition Wealth Management
Minnesota
$1.94M +$16K +116 +0.8%
JCM
834
Jacobi Capital Management
Pennsylvania
$1.92M -$1.03M -7,478 -35%
AWS
835
AJ Wealth Strategies
New York
$1.92M +$9.39K +68 +0.5%
I
836
INVST
Indiana
$1.92M -$25.7M -184,773 -93%
CAS
837
Coppell Advisory Solutions
Texas
$1.89M +$113K +828 +6%
CASC
838
Coppell Advisory Solutions Corp
Texas
$1.89M +$113K +828 +6%
BWA
839
Blodgett Wealth Advisors
California
$1.89M -$69.1K -500 -4%
EL
840
EMFO LLC
Florida
$1.89M – – –
SF
841
Synovus Financial
Georgia
$1.89M -$469K -3,397 -20%
MCA
842
Magnolia Capital Advisors
Mississippi
$1.87M -$12.6K -91 -0.7%
AWA
843
Alta Wealth Advisors
Massachusetts
$1.87M -$59.7K -432 -3%
LF
844
LifeSteps Financial
California
$1.87M -$119K -865 -6%
DAM
845
Deltec Asset Management
New York
$1.86M – – –
FANJ
846
Financial Architects (New Jersey)
New Jersey
$1.86M -$49K -355 -3%
KeyBank National Association
847
KeyBank National Association
Ohio
$1.86M +$303K +2,194 +19%
RAM
848
Riggs Asset Management
Pennsylvania
$1.86M -$284K -2,054 -13%
HPM
849
Hoxton Planning & Management
West Virginia
$1.86M -$276K -2,002 -13%
MGWM
850
Marks Group Wealth Management
Minnesota
$1.85M +$573K +4,151 +45%
32 33
34
35 36