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 %
BIA
1076
Barry Investment Advisors
Massachusetts
$876K -$38.8K -281 -4%
FFA
1077
Farther Finance Advisors
California
$871K +$47.6K +345 +6%
AFM
1078
Abbot Financial Management
Massachusetts
$868K -$27.6K -200 -3%
HIG
1079
Heritage Investment Group
Florida
$866K +$967 +7 +0.1%
WAG
1080
Winthrop Advisory Group
Massachusetts
$863K +$69.5K +503 +9%
SBH
1081
Segall Bryant & Hamill
Illinois
$860K -$9.81K -71 -1%
CCB
1082
Country Club Bank
Missouri
$858K +$594K +4,345 +224%
HIS
1083
Horizon Investment Services
Indiana
$856K +$51.7K +374 +6%
SPP
1084
Single Point Partners
Massachusetts
$855K -$23.1K -167 -3%
FA
1085
FC Advisory
Pennsylvania
$847K +$3.04K +22 +0.4%
UI
1086
Unconventional Investor
New Hampshire
$845K +$4.97K +36 +0.6%
ACM
1087
Armbruster Capital Management
New York
$840K -$114K -822 -12%
AWA
1088
Alaska Wealth Advisors
Alaska
$840K +$13.4K +97 +2%
WMP
1089
Wealth Management Partners
Arizona
$838K +$9.39K +68 +1%
RFN
1090
Redwood Financial Network
Ohio
$834K +$29K +210 +4%
MSAM
1091
Moloney Securities Asset Management
Missouri
$831K +$541K +3,914 +186%
GAM
1092
Gould Asset Management
California
$829K -$33.1K -240 -4%
BAM
1093
Brave Asset Management
New Jersey
$821K – – –
PPWM
1094
Paragon Private Wealth Management
Kentucky
$821K +$821K +5,942 New
TC
1095
Trilogy Capital
California
$820K +$24.2K +175 +3%
TCBWMS
1096
Texas Capital Bank Wealth Management Services
Texas
$820K -$408K -2,951 -33%
MNBTD
1097
Moody National Bank Trust Division
Texas
$819K – – –
NAG
1098
Northstar Advisory Group
New Jersey
$819K -$44.1K -319 -5%
EAMA
1099
EFG Asset Management (Americas)
Florida
$818K – – –
TRIA
1100
Trail Ridge Investment Advisors
Colorado
$814K -$7.6K -55 -0.9%
42 43
44
45 46