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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
28.61%
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
1
Bank of America
North Carolina
$15.4B
2
CIAS
2
CBIZ Investment Advisory Services
Ohio
$195M
3
CCWA
3
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$132M
4
Natixis Advisors
4
Natixis Advisors
Massachusetts
$242M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$7.22B

Top Sellers

1
AIA
1
Angeles Investment Advisors
California
$71.4M
2
CZI
2
Chan Zuckerberg Initiative
California
$109M
3
PPFA
3
Provida Pension Fund Administrator
Chile
$424M
4
BlackRock
4
BlackRock
New York
$94.3M
5
Ameriprise
5
Ameriprise
Minnesota
$1.11B
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
76
BlackRock
New York
$94.3M -$125M -902,496 -57%
William Blair & Company
77
William Blair & Company
Illinois
$93.8M +$6.89M +49,893 +8%
NRA
78
NSI Retail Advisors
Pennsylvania
$92M – – –
AWS
79
Atria Wealth Solutions
New York
$90.2M +$5.6M +40,579 +7%
BOPW
80
Brandywine Oak Private Wealth
Pennsylvania
$90.2M +$11M +79,660 +14%
Thrivent Financial for Lutherans
81
Thrivent Financial for Lutherans
Minnesota
$89.6M -$1.35M -9,819 -1%
MD
82
Money Design
Japan
$88.7M +$14.3M +103,204 +19%
CFG
83
Citizens Financial Group
Rhode Island
$87.4M -$1.99M -14,412 -2%
BWM
84
Brickley Wealth Management
California
$87M +$169K +1,225 +0.2%
WSTAM
85
Wilbanks Smith & Thomas Asset Management
Virginia
$85.9M -$21.7M -157,140 -20%
TWM
86
Thrive Wealth Management
Pennsylvania
$85.1M +$3.42M +24,777 +4%
RVPG
87
Relative Value Partners Group
$84M +$1.32M +9,561 +2%
PAG
88
Private Advisor Group
New Jersey
$83.2M +$2.46M +17,790 +3%
Citigroup
89
Citigroup
New York
$82M -$430K -3,115 -0.5%
SS
90
Simplicity Solutions
Minnesota
$81.8M +$81.1M +587,231 +12,303%
PP
91
PrairieView Partners
Minnesota
$81.5M +$3.54M +25,606 +5%
BOH
92
Bank of Hawaii
Hawaii
$81.4M -$41K -297 -0.1%
BFG
93
Bleakley Financial Group
New Jersey
$80M -$4.6M -33,336 -5%
Corient Private Wealth
94
Corient Private Wealth
Florida
$79.3M +$6.12M +44,336 +8%
EA
95
Efficient Advisors
Ohio
$78.1M +$3.66M +26,493 +5%
SMDAM
96
Sumitomo Mitsui DS Asset Management
Japan
$76.9M +$5.11M +37,000 +7%
CHP
97
Cable Hill Partners
Oregon
$75.7M +$2.48M +17,922 +3%
CM
98
Cornerstone Management
Georgia
$75.5M -$483K -3,498 -0.6%
WIC
99
Woodmont Investment Counsel
Tennessee
$74.8M +$2.84M +20,568 +4%
FWM
100
FFT Wealth Management
Pennsylvania
$73.9M +$2.17M +15,721 +3%
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4
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