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 %
AACR
1226
ACR Alpine Capital Research
Missouri
$575K -$29.3K -212 -5%
HIP
1227
HUB Investment Partners
Texas
$574K +$574K +4,158 New
BEAM
1228
Baker Ellis Asset Management
Washington
$574K – – –
JPLA
1229
Joseph P. Lucia & Associates
New York
$572K +$67.7K +490 +13%
DFCM
1230
Dark Forest Capital Management
Puerto Rico
$572K +$572K +4,142 New
GCM
1231
Garland Capital Management
Washington
$571K -$41.4K -300 -7%
ACA
1232
Aptus Capital Advisors
Alabama
$565K -$206K -1,488 -27%
ACM
1233
Advance Capital Management
Michigan
$564K -$2.07K -15 -0.4%
VFP
1234
Verus Financial Partners
Virginia
$564K -$4.36K -32 -0.8%
EPWM
1235
Essex Private Wealth Management
Massachusetts
$563K -$70.4K -510 -11%
CIAS
1236
Capital Investment Advisory Services
North Carolina
$561K -$8.7K -63 -2%
FPCG
1237
Fort Pitt Capital Group
Pennsylvania
$559K – – –
LA
1238
Latitude Advisors
Florida
$558K -$166K -1,205 -23%
OWA
1239
One Wealth Advisors
California
$554K – – –
MWM
1240
Madison Wealth Management
Ohio
$554K – – –
RWM
1241
Rockwood Wealth Management
Pennsylvania
$552K -$32.5K -235 -6%
MFS
1242
McNamara Financial Services
Massachusetts
$551K +$1.11K +8 +0.2%
PAG
1243
Private Advisory Group
Washington
$545K +$30.9K +224 +6%
CPWM
1244
Cypress Point Wealth Management
Texas
$542K -$3.83M -27,700 -88%
LC
1245
Lincoln Capital
Nebraska
$540K -$160K -1,160 -23%
Fisher Asset Management
1246
Fisher Asset Management
Washington
$539K -$471K -3,407 -47%
CWS
1247
Confluence Wealth Services
Pennsylvania
$538K – – –
PA
1248
Procyon Advisors
Connecticut
$535K -$20K -145 -4%
FNBOMD
1249
First National Bank of Mount Dora
Florida
$535K +$137K +994 +35%
LFA
1250
Legacy Financial Advisors
Kentucky
$531K +$531K +3,845 New
48 49
50
51 52