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 %
MCC
951
Money Concepts Capital
Florida
$1.34M +$679K +64,267 +102%
VPIM
952
Vanguard Personalized Indexing Management
California
$1.34M +$1.1M +7,982 +468%
SC
953
Scotia Capital
Ontario, Canada
$1.33M +$2.35K +17 +0.2%
FAG
954
Fortitude Advisory Group
Washington
$1.33M +$235K +1,698 +21%
PIMG
955
Patriot Investment Management Group
Tennessee
$1.33M -$450K -3,257 -25%
PWA
956
Peterson Wealth Advisors
Utah
$1.32M +$313K +2,268 +31%
DIA
957
Dana Investment Advisors
Wisconsin
$1.32M -$208K -1,504 -14%
BP
958
Broadleaf Partners
Ohio
$1.32M +$198K +1,433 +18%
PP
959
PDS Planning
Ohio
$1.32M +$4.42K +32 +0.3%
CGA
960
Crescent Grove Advisors
Illinois
$1.31M – – –
JIP
961
Jaffetilchin Investment Partners
Florida
$1.31M -$1.14M -8,233 -46%
FB
962
First Bancorp
Maine
$1.31M – – –
AMC
963
Asset Management Corp
Illinois
$1.3M +$1.3M +9,448 New
SIAS
964
Summit Investment Advisory Services
Minnesota
$1.3M +$74.9K +542 +6%
QPBE
965
Quintet Private Bank (Europe)
Luxembourg
$1.3M +$1.3M +9,437 New
NIM
966
Northeast Investment Management
Massachusetts
$1.3M +$497K +3,600 +62%
AWA
967
Arkadios Wealth Advisors
Georgia
$1.28M +$192K +1,389 +18%
HI
968
Horizon Investments
North Carolina
$1.28M -$738K -5,343 -37%
CAM
969
Cozad Asset Management
Illinois
$1.28M -$59.4K -430 -4%
HWM
970
Hohimer Wealth Management
Washington
$1.27M +$1.27M +9,231 New
SFC
971
Strategic Financial Concepts
Texas
$1.27M +$1.27M +9,219 New
WP
972
WealthSource Partners
California
$1.26M +$8.29K +60 +0.7%
Vontobel Holding
973
Vontobel Holding
Switzerland
$1.26M -$582K -4,215 -32%
GFS
974
GYL Financial Synergies
Connecticut
$1.26M -$32.2K -233 -2%
HCM
975
Howland Capital Management
Massachusetts
$1.25M – – –
37 38
39
40 41