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 %
SRC
1176
Shufro Rose & Co
New York
$660K +$324K +2,344 +96%
JWCA
1177
J.W. Coons Advisors
Ohio
$655K -$14.4K -104 -2%
HA
1178
HC Advisors
Georgia
$654K +$65.6K +475 +11%
CFS
1179
Cannon Financial Strategists
Georgia
$654K +$276 +2 +0%
RLWM
1180
RF&L Wealth Management
Massachusetts
$651K – – –
TWA
1181
Talisman Wealth Advisors
New Jersey
$648K +$8.84K +64 +1%
FSA
1182
Fort Sheridan Advisors
Illinois
$647K +$67.8K +491 +12%
LW
1183
Linscomb Wealth
Texas
$647K -$27.6K -200 -4%
1WM
1184
1900 Wealth Management
Texas
$646K – – –
CIA
1185
Compass Ion Advisors
Pennsylvania
$640K +$177K +1,279 +38%
CIA
1186
Cohen Investment Advisors
New Hampshire
$639K +$33K +239 +5%
LOPW
1187
Live Oak Private Wealth
North Carolina
$638K – – –
IFWM
1188
Institute for Wealth Management
Colorado
$635K +$33.8K +245 +6%
TLA
1189
Tanglewood Legacy Advisors
Texas
$635K +$635K +4,599 New
IAG
1190
Investmark Advisory Group
Connecticut
$631K -$244K -1,766 -28%
CCA
1191
Conservest Capital Advisors
Pennsylvania
$631K – – –
HR
1192
Howe & Rusling
New York
$629K -$10.5K -76 -2%
AMM
1193
American Money Management
California
$629K +$1.93K +14 +0.3%
BWP
1194
Bernardo Wealth Planning
Pennsylvania
$627K +$83.7K +606 +15%
RRC
1195
Relaxing Retirement Coach
Massachusetts
$626K +$276 +2 +0%
KSWA
1196
Kathleen S. Wright Associates
Pennsylvania
$624K – – –
HAS
1197
HBW Advisory Services
California
$620K -$14.1K -102 -2%
WQ
1198
Wealth Quarterback
New Jersey
$618K +$19.6K +142 +3%
MM
1199
Meridian Management
Arkansas
$615K +$615K +4,455 New
CRI
1200
Colonial River Investments
Virginia
$614K +$2.9K +21 +0.5%
46 47
48
49 50