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 %
ZB
851
Zions Bancorporation
Utah
$1.84M -$40.1K -290 -2%
FA
852
Forefront Analytics
Pennsylvania
$1.84M -$117K -847 -6%
PA
853
Paragon Advisors
Texas
$1.83M +$540K +3,913 +42%
AFAS
854
Acorn Financial Advisory Services
Virginia
$1.83M +$9.53K +69 +0.5%
IAA
855
Independent Advisor Alliance
North Carolina
$1.82M +$855K +6,191 +88%
PCH
856
PGIM Custom Harvest
New Jersey
$1.82M -$277K -2,002 -13%
WWM
857
Western Wealth Management
Colorado
$1.81M -$23.8K -172 -1%
API
858
Advisor Partners II
California
$1.8M -$8.01K -58 -0.4%
BHWM
859
Beaird Harris Wealth Management
Texas
$1.79M -$24.2K -175 -1%
SPW
860
Sonoma Private Wealth
California
$1.78M +$375K +2,715 +27%
V
861
Veritable
Delaware
$1.78M – – –
CWMGP
862
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.77M +$10.8K +78 +0.6%
AWM
863
Accurate Wealth Management
Florida
$1.77M -$150K -1,078 -8%
MSWMA
864
Market Street Wealth Management Advisors
Indiana
$1.77M -$649K -4,702 -27%
BPFA
865
Barnes Pettey Financial Advisors
Mississippi
$1.76M -$57.5K -416 -3%
KCPG
866
Kavar Capital Partners Group
Kansas
$1.76M -$443K -3,211 -20%
AIM
867
Acropolis Investment Management
Missouri
$1.75M +$4.97K +36 +0.3%
RCM
868
Rain Capital Management
Oregon
$1.75M -$9.51M -68,851 -84%
PWA
869
Physician Wealth Advisors
Utah
$1.75M +$20.7K +147 +1%
ATPW
870
Ashton Thomas Private Wealth
Arizona
$1.75M -$405K -2,929 -19%
PL
871
Plancorp LLC
Missouri
$1.74M +$5.52K +40 +0.3%
SWPG
872
Strategic Wealth Partners Group
Illinois
$1.74M +$457K +3,324 +36%
RF
873
Rollins Financial
Georgia
$1.74M -$59.4K -430 -3%
NSAM
874
North Star Asset Management
Wisconsin
$1.72M -$85.1K -616 -5%
CWP
875
Corepath Wealth Partners
Arizona
$1.72M +$64K +455 +4%
33 34
35
36 37