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.

Holders
1,787
Holders Change
-34
Holders Change %
-1.87%
% of All Funds
28.61%
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
1
Bank of America
North Carolina
$15.4B
2
CIAS
2
CBIZ Investment Advisory Services
Ohio
$195M
3
CCWA
3
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$132M
4
Natixis Advisors
4
Natixis Advisors
Massachusetts
$242M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$7.22B

Top Sellers

1
AIA
1
Angeles Investment Advisors
California
$71.4M
2
CZI
2
Chan Zuckerberg Initiative
California
$109M
3
PPFA
3
Provida Pension Fund Administrator
Chile
$424M
4
BlackRock
4
BlackRock
New York
$94.3M
5
Ameriprise
5
Ameriprise
Minnesota
$1.11B
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
101
NewEdge Advisors
Louisiana
$72.6M -$6.16M -44,726 -8%
AIA
102
Angeles Investment Advisors
California
$71.4M -$377M -2,728,495 -84%
KAS
103
Kestra Advisory Services
Texas
$70.6M -$46.1M -333,557 -39%
Carson Wealth (CWM LLC)
104
Carson Wealth (CWM LLC)
Nebraska
$69.6M +$4.5M +32,593 +7%
LP
105
LGL Partners
Pennsylvania
$69.5M +$422K +3,056 +0.6%
Creative Planning
106
Creative Planning
Kansas
$69.3M -$801K -5,803 -1%
BFPW
107
BOK Financial Private Wealth
Colorado
$68.6M -$489K -3,540 -0.7%
MIS
108
Morningstar Investment Services
Illinois
$67.3M -$423K -3,101 -0.6%
Fifth Third Bancorp
109
Fifth Third Bancorp
Ohio
$66.3M -$3.21M -23,229 -5%
IPW
110
Invictus Private Wealth
Colorado
$64.4M +$635K +4,599 +1%
BRWA
111
B. Riley Wealth Advisors
Florida
$63.9M -$1.58M -11,464 -2%
FWM
112
Focused Wealth Management
New York
$63M -$2.38M -17,250 -4%
OPS
113
Orion Portfolio Solutions
Nebraska
$62.8M +$5.85M +42,347 +10%
BCI
114
Brinker Capital Investments
Pennsylvania
$62.8M +$60.1M +435,048 +2,217%
PW
115
Peninsula Wealth
California
$62.5M +$564K +4,087 +0.9%
FSWA
116
Financial Synergies Wealth Advisors
Texas
$61.3M -$1.56M -11,288 -2%
CIBC Private Wealth Group
117
CIBC Private Wealth Group
Georgia
$59.1M +$2.22M +60,134 +4%
BWM
118
Baystate Wealth Management
Massachusetts
$59.1M +$4.03M +29,145 +7%
CW
119
CreativeOne Wealth
Kansas
$58.9M +$3.41M +24,658 +6%
SFA
120
Sequoia Financial Advisors
Ohio
$56.1M -$1.08M -7,793 -2%
SPWG
121
Syntegra Private Wealth Group
Missouri
$56M +$3.15M +22,802 +6%
NFG
122
Nadler Financial Group
Illinois
$55.1M +$32.9K +238 +0.1%
EW
123
Evoke Wealth
California
$54.4M -$845K -6,115 -2%
HCC
124
Hirtle Callaghan & Co
Pennsylvania
$54.3M -$540K -3,912 -1%
S
125
SignatureFD
Georgia
$53.6M -$736K -5,332 -1%
3 4
5
6 7