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 %
WCM
1001
Washington Capital Management
Washington
$1.14M – – –
PCA
1002
Pallas Capital Advisors
Massachusetts
$1.14M +$26.7K +190 +2%
BA
1003
Bristlecone Advisors
Washington
$1.14M -$31.6K -229 -3%
AIFAIM
1004
American Institute for Advanced Investment Management
Arizona
$1.14M -$57.3K -415 -5%
D
1005
Diversified
Delaware
$1.13M +$112K +810 +11%
RIA
1006
Regal Investment Advisors
Michigan
$1.13M -$28.2K -204 -2%
PMFA
1007
Plante Moran Financial Advisors
Michigan
$1.13M +$454K +3,288 +67%
CIA
1008
Capital Investment Advisors
Georgia
$1.13M +$120K +871 +12%
TH
1009
Team Hewins
California
$1.13M – – –
MBT
1010
Montecito Bank & Trust
California
$1.12M -$110K -800 -9%
PFG
1011
PAX Financial Group
Texas
$1.1M +$29.4K +213 +3%
GWSG
1012
GPS Wealth Strategies Group
Colorado
$1.1M +$1.1M +7,963 New
TC
1013
TAP Consulting
Missouri
$1.1M +$6.49K +47 +0.6%
LA
1014
Lane & Associates
New Jersey
$1.1M -$465K -3,367 -30%
SWM
1015
SeaCrest Wealth Management
New York
$1.1M +$162K +1,171 +17%
PTP
1016
Platform Technology Partners
New York
$1.09M +$2.35K +17 +0.2%
HTC
1017
Haverford Trust Company
Pennsylvania
$1.09M +$60.9K +441 +6%
RFP
1018
RCS Financial Planning
Maryland
$1.09M +$57.7K +418 +6%
WPC
1019
Wedmont Private Capital
Pennsylvania
$1.09M +$163K +1,173 +18%
CIBC World Market
1020
CIBC World Market
Ontario, Canada
$1.09M +$20.2K +146 +2%
PP
1021
Prudential plc
United Kingdom
$1.08M +$42.8K +310 +4%
EWM
1022
Executive Wealth Management
Michigan
$1.07M -$25.1K -182 -2%
FLPIM
1023
F.L. Putnam Investment Management
Massachusetts
$1.07M +$45.9K +332 +4%
JWBC
1024
J.W. Burns & Co
New York
$1.06M +$4.83K +35 +0.5%
SMA
1025
Sage Mountain Advisors
Georgia
$1.06M +$2.9K +21 +0.3%
39 40
41
42 43