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 %
BPWM
1101
Badgley Phelps Wealth Managers
Washington
$812K -$29.4K -213 -3%
GAM
1102
Grandview Asset Management
Pennsylvania
$812K +$17.7K +128 +2%
IIM
1103
InTrack Investment Management
Vermont
$803K +$12.8K +93 +2%
ST
1104
Smithfield Trust
Pennsylvania
$797K – – –
RCM
1105
Raleigh Capital Management
North Carolina
$796K +$19.1K +138 +2%
NB
1106
Northwest Bancshares
Pennsylvania
$792K -$20.9K -151 -3%
CRC
1107
Curi RMB Capital
Illinois
$789K +$119K +859 +18%
B
1108
Bridgeworth
Alabama
$788K – – –
WCM
1109
Windsor Capital Management
Arizona
$788K -$4.01K -29 -0.5%
WWM
1110
Windsor Wealth Management
Indiana
$785K -$26.2K -188 -3%
NEPWA
1111
New England Private Wealth Advisors
Massachusetts
$782K +$829 +6 +0.1%
ODIJL
1112
One Day In July LLC
Vermont
$779K -$34.8K -252 -4%
GC
1113
Gilbert & Cook
Iowa
$777K -$117K -845 -13%
IWA
1114
Inspirion Wealth Advisors
Illinois
$777K – – –
TFM
1115
TFC Financial Management
Massachusetts
$775K -$14.9K -108 -2%
VWA
1116
VERITY Wealth Advisors
United States
$775K – – –
GG
1117
GenWealth Group
New Jersey
$774K – – –
AA
1118
Alesco Advisors
New York
$772K – – –
VF
1119
Vawter Financial
Ohio
$766K -$12.4K -90 -2%
FAAM
1120
First Ascent Asset Management
Colorado
$765K +$111K +801 +17%
FM
1121
Foster & Motley
Ohio
$764K – – –
RFP
1122
Root Financial Partners
California
$762K +$762K +5,515 New
CCA
1123
Cobblestone Capital Advisors
New York
$762K -$507K -3,673 -40%
UAS
1124
United Asset Strategies
New York
$759K +$463K +2,477 +156%
GAG
1125
GM Advisory Group
New York
$758K +$460K +3,334 +155%
43 44
45
46 47