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 %
DI
901
DFPG Investments
Utah
$1.58M -$491K -3,556 -24%
DIP
902
DT Investment Partners
Pennsylvania
$1.58M – – –
T
903
TRUADVICE
Florida
$1.58M +$307K +2,181 +24%
SWM
904
SigFig Wealth Management
California
$1.57M +$79.3K +574 +5%
MWAM
905
Manhattan West Asset Management
California
$1.56M +$70.9K +513 +5%
MLA
906
My Legacy Advisors
Oregon
$1.56M -$92.6K -664 -6%
RCI
907
RS Crum Inc
California
$1.55M – – –
PGFC
908
Peapack-Gladstone Financial Corp
New Jersey
$1.55M +$214K +1,538 +16%
NSG
909
Nalls Sherbakoff Group
Tennessee
$1.54M +$1.54M +11,301 New
NAMP
910
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.53M +$771K +5,580 +102%
FFWM
911
Future Financial Wealth Management
Ohio
$1.52M +$1.52M +10,920 New
SFG
912
StrategIQ Financial Group
Indiana
$1.52M +$27.6K +200 +2%
VFIC
913
Valley Forge Investment Consultants
Pennsylvania
$1.51M +$9.12K +66 +0.6%
LNWWM
914
Laird Norton Wetherby Wealth Management
California
$1.51M – – –
LRIA
915
Leonard Rickey Investment Advisors
Washington
$1.5M -$46.8K -339 -3%
LSA
916
Lion Street Advisors
Texas
$1.5M +$1.22M +8,866 +449%
MC
917
Moors & Cabot
Massachusetts
$1.49M -$92K -666 -6%
Schroder Investment Management Group
918
Schroder Investment Management Group
United Kingdom
$1.49M -$414 -3 -0%
WF
919
WoodTrust Financial
Wisconsin
$1.48M +$89.1K +645 +6%
RFN
920
RDA Financial Network
Iowa
$1.48M +$25K +181 +2%
FCA
921
FinTrust Capital Advisors
South Carolina
$1.48M – – –
Boston Partners
922
Boston Partners
Massachusetts
$1.48M -$62.6K -453 -4%
AIM
923
Anchor Investment Management
South Carolina
$1.46M +$87.3K +632 +6%
KFS
924
Kelly Financial Services
Massachusetts
$1.46M +$93.2K +675 +7%
XF
925
XML Financial
Maryland
$1.46M -$1.19M -8,591 -45%
35 36
37
38 39