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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
28.6%
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 %
MPW
1126
Monterey Private Wealth
California
$758K +$19.7K +143 +3%
SIA
1127
Soltis Investment Advisors
Utah
$751K +$1.11K +8 +0.1%
SOAG
1128
Silver Oak Advisory Group
Oregon
$751K +$414 +3 +0.1%
CT
1129
Colonial Trust
South Carolina
$751K -$15.3K -111 -2%
SWP
1130
Semus Wealth Partners
Florida
$748K +$2.76K +20 +0.4%
WA
1131
Wealthstream Advisors
New York
$744K +$1.8K +13 +0.2%
MIM
1132
Moseley Investment Management
Florida
$744K -$39.9K -289 -5%
BFG
1133
Berger Financial Group
Minnesota
$743K -$11K -80 -1%
JGIA
1134
Jackson Grant Investment Advisers
Connecticut
$737K +$6.22K +45 +0.9%
FMTC
1135
Farmers & Merchants Trust Company
California
$735K – – –
RWPA
1136
Richard W. Paul & Associates
Michigan
$730K -$12.6K -91 -2%
CI
1137
Cambiar Investors
Colorado
$729K -$952K -6,892 -57%
TFG
1138
Tilson Financial Group
New Jersey
$729K -$89.4K -647 -11%
SAM
1139
SignalPoint Asset Management
Missouri
$728K -$14.8K -107 -2%
DWA
1140
Dougherty Wealth Advisers
Minnesota
$726K +$164K +1,185 +29%
CMBA
1141
C.M. Bidwell & Associates
Hawaii
$724K – – –
WFM
1142
Wolff Financial Management
Michigan
$723K -$41.6K -301 -5%
MJRIC
1143
Mogy Joel R Investment Counsel
California
$720K -$8.29K -60 -1%
HHGA
1144
Halbert Hargrove Global Advisors
California
$720K -$52.2K -378 -7%
PFGIA
1145
Patriot Financial Group Insurance Agency
Massachusetts
$719K -$14.2K -103 -2%
FWM
1146
FSA Wealth Management
Massachusetts
$717K -$160K -1,159 -18%
SG
1147
Stonnington Group
California
$716K +$20.8K +148 +3%
CWA
1148
Canvas Wealth Advisors
Kansas
$715K -$240K -1,720 -25%
NL
1149
NEPC LLC
Massachusetts
$714K – – –
WCFA
1150
Walkner Condon Financial Advisors
Wisconsin
$708K +$62.2K +452 +10%
44 45
46
47 48