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 %
SPIO
976
Seven Post Investment Office
California
$1.24M – – –
RMA
977
Roffman Miller Associates
Pennsylvania
$1.24M +$29K +210 +2%
AWA
978
Acorn Wealth Advisors
Michigan
$1.23M -$136K -983 -10%
OCFG
979
O'Connor Financial Group
Illinois
$1.23M +$1.23M +8,901 New
CFS
980
CRA Financial Services
New Jersey
$1.22M – – –
HT
981
HighTower Trust
Texas
$1.22M +$23.3K +173 +2%
TC
982
TAGStone Capital
North Carolina
$1.22M +$1.11K +8 +0.1%
LG
983
LAM Group
Oregon
$1.21M -$47K -340 -4%
PFP
984
Pinnacle Financial Partners
Tennessee
$1.21M -$1.8K -13 -0.1%
TDC
985
Thompson Davis & Co
Virginia
$1.2M -$133K -963 -10%
TI
986
Tidal Investments
Wisconsin
$1.19M -$213K -1,542 -15%
CFB
987
Cullen/Frost Bankers
Texas
$1.19M +$665K +4,812 +126%
AIA
988
Alera Investment Advisors
Illinois
$1.18M +$138 +1 +0%
JJBC
989
James J. Burns & Company
New York
$1.18M +$864K +6,255 +278%
FCB
990
First County Bank
Connecticut
$1.17M -$2.48M -17,953 -68%
RGC
991
Roberts, Glore & Co
Illinois
$1.17M – – –
NCM
992
Northwest Capital Management
Oregon
$1.17M +$56.3K +408 +5%
WW
993
Waterfront Wealth
Kansas
$1.17M -$17.1K -124 -1%
THWM
994
Taylor Hoffman Wealth Management
Virginia
$1.17M -$28.2K -204 -2%
PWM
995
PBMares Wealth Management
Virginia
$1.17M +$4.83K +35 +0.4%
DI
996
Diligent Investors
California
$1.16M -$6.77K -49 -0.6%
WA1
997
Wimmer Associates 1
California
$1.16M +$36.8K +268 +3%
HKIMG
998
Hutchens & Kramer Investment Management Group
Indiana
$1.16M -$218K -1,575 -16%
Simplex Trading
999
Simplex Trading
Illinois
$1.16M +$1.01M +7,332 +692%
BAM
1000
BOS Asset Management
Illinois
$1.15M +$4.01K +29 +0.3%
38 39
40
41 42