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 %
RIA
1201
RPG Investment Advisory
California
$612K +$38.3K +277 +7%
BFIM
1202
Beese Fulmer Investment Management
Ohio
$610K +$11K +80 +2%
IWP
1203
Icon Wealth Partners
Texas
$608K +$608K +4,399 New
CMA
1204
Cedar Mountain Advisors
Oregon
$605K -$7.99M -57,855 -93%
CW
1205
Channel Wealth
California
$604K +$604K +4,370 New
NCM
1206
NCM Capital Management
New Jersey
$603K +$2.63K +19 +0.4%
BLC
1207
Brown, Lisle/Cummings
Rhode Island
$601K – – –
RSC
1208
Red Spruce Capital
Pennsylvania
$601K +$9.67K +70 +2%
SHFA
1209
SC&H Financial Advisors
Maryland
$600K -$292K -2,116 -33%
ACM
1210
Allred Capital Management
Texas
$598K +$1.1K +8 +0.2%
WPW
1211
Watershed Private Wealth
Illinois
$598K -$247K -1,788 -29%
AC
1212
Avestar Capital
New York
$597K -$41.9K -303 -7%
Aristotle Capital Management
1213
Aristotle Capital Management
California
$597K -$1.86M -13,476 -76%
PFG
1214
Pacific Financial Group
Washington
$593K -$165K -1,196 -22%
VCM
1215
Vigilant Capital Management
Maine
$592K -$30.4K -220 -5%
AFO
1216
Arrowroot Family Office
California
$592K +$592K +4,285 New
TSWM
1217
Triangle Securities Wealth Management
North Carolina
$591K -$13.7K -99 -2%
DA
1218
Detalus Advisors
Missouri
$591K -$4.14K -30 -0.7%
BONH
1219
Bank of New Hampshire
New Hampshire
$588K +$4.83K +35 +0.8%
EWA
1220
Evolution Wealth Advisors
Florida
$584K – – –
BBNA
1221
Bremer Bank National Association
Minnesota
$583K – – –
BWA
1222
BlueSky Wealth Advisors
North Carolina
$580K -$1.93K -14 -0.3%
BB
1223
Busey Bank
Illinois
$579K +$61.6K +446 +12%
ANTB
1224
AMG National Trust Bank
Colorado
$578K +$40.2K +291 +7%
LK
1225
Lumbard & Kellner
New Hampshire
$577K – – –
47 48
49
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