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 %
NCM
876
Noesis Capital Mangement
Florida
$1.72M – – –
EWM
877
Evermay Wealth Management
Virginia
$1.7M -$6.08K -44 -0.4%
PCM
878
Parsons Capital Management
Rhode Island
$1.7M +$158K +1,141 +10%
NDSI
879
Newman Dignan & Sheerar Inc
Rhode Island
$1.7M +$2.76K +20 +0.2%
NLP
880
Next Level Private
New York
$1.69M -$143K -1,035 -8%
SCM
881
Stonehearth Capital Management
Massachusetts
$1.69M -$130K -941 -7%
FWM
882
Forza Wealth Management
Florida
$1.68M +$12.8K +93 +0.8%
HIGP
883
Hill Investment Group Partners
Missouri
$1.67M -$10.6K -77 -0.6%
AR
884
Apeiron RIA
Texas
$1.67M +$245K +1,770 +17%
MFA
885
Mayflower Financial Advisors
Massachusetts
$1.66M -$52.2K -378 -3%
TFS
886
Thoroughbred Financial Services
Tennessee
$1.65M +$164K +1,189 +11%
RFA
887
RTD Financial Advisors
Pennsylvania
$1.64M -$22.1K -160 -1%
OCM
888
Orser Capital Management
Texas
$1.64M +$1.06M +7,685 +183%
AFO
889
Allie Family Office
Florida
$1.64M -$279K -2,022 -15%
RPG
890
Resource Planning Group
Georgia
$1.64M -$40.6K -294 -2%
LIM
891
Leavell Investment Management
Alabama
$1.64M -$26.4K -191 -2%
ADL
892
Asset Dedication LLC
California
$1.64M +$19.8K +143 +1%
LWM
893
Laidlaw Wealth Management
New York
$1.63M -$16.2K -117 -1%
KFP
894
KMG Fiduciary Partners
Ohio
$1.63M +$843K +6,104 +107%
EWM
895
Evercore Wealth Management
New York
$1.63M +$109K +789 +7%
OPW
896
Oxler Private Wealth
New York
$1.62M +$27.5K +199 +2%
SCA
897
Sandy Cove Advisors
Massachusetts
$1.61M +$1.15M +8,349 +250%
BFA
898
Beacon Financial Advisory
Ohio
$1.61M +$521K +3,769 +48%
NSIM
899
North Star Investment Management
Illinois
$1.6M +$94.1K +681 +6%
HA
900
Harfst & Associates
Wyoming
$1.59M +$1.59M +11,526 New
34 35
36
37 38