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 %
KAM
926
KEB Asset Management
Illinois
$1.46M -$25.4K -184 -2%
VCP
927
Verus Capital Partners
Arizona
$1.46M +$5.94K +43 +0.4%
BC
928
Burney Company
Virginia
$1.45M -$257K -1,864 -15%
CFFP
929
Center for Financial Planning
Michigan
$1.45M -$112K -814 -7%
AIA
930
Arbor Investment Advisors
North Carolina
$1.44M +$37.4K +271 +3%
NF
931
Norwood Financial
Pennsylvania
$1.44M -$23.2K -168 -2%
GWM
932
Geneos Wealth Management
Colorado
$1.44M +$34.3K +248 +2%
CCA
933
Checchi Capital Advisers
California
$1.42M -$11.1M -80,048 -89%
MFA
934
McClarren Financial Advisors
Pennsylvania
$1.42M +$33.7K +247 +2%
BCM
935
Becker Capital Management
Oregon
$1.42M +$1.42M +10,274 New
JHCP
936
Jackson Hole Capital Partners
Oklahoma
$1.42M +$552 +4 +0%
RRA
937
Round Rock Advisors
Connecticut
$1.41M -$967 -7 -0.1%
AF
938
Apexium Financial
Texas
$1.41M +$497K +3,600 +54%
KM
939
Kalos Management
Georgia
$1.41M -$790K -5,722 -36%
PTC
940
Private Trust Company
Ohio
$1.41M +$140K +1,014 +11%
IFPL
941
Investments & Financial Planning LLC
Kentucky
$1.4M -$6.77K -49 -0.5%
NRWA
942
North Ridge Wealth Advisors
Oregon
$1.4M +$1.4M +10,121 New
KLI
943
Kelman-Lazarov Inc
Tennessee
$1.39M -$7.73K -56 -0.6%
MPW
944
MGO Private Wealth
California
$1.38M +$1.38M +10,025 New
IFA
945
Index Fund Advisors
California
$1.38M +$3.87K +28 +0.3%
AIA
946
AIMZ Investment Advisors
California
$1.38M +$63.9K +463 +5%
RC
947
Roundview Capital
New Jersey
$1.37M +$5.94K +43 +0.4%
PCM
948
Perritt Capital Management
Illinois
$1.36M +$50.3K +364 +4%
LFG
949
Larson Financial Group
Missouri
$1.36M +$79.4K +575 +6%
MWM
950
Merriman Wealth Management
Washington
$1.36M -$4.45M -32,224 -77%
36 37
38
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