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 %
BFM
1251
Boston Financial Management
Massachusetts
$528K -$28.3K -205 -5%
HWM
1252
HFG Wealth Management
Texas
$525K +$525K +3,798 New
HFS
1253
Heritage Financial Services
Massachusetts
$524K +$524K +3,793 New
BBHC
1254
Brown Brothers Harriman & Co
New York
$519K +$314K +2,274 +154%
TI
1255
tru Independence
Oregon
$517K +$83.5K +605 +19%
SIG
1256
Stonegate Investment Group
Alabama
$517K +$77.3K +560 +18%
ACM
1257
Absolute Capital Management
Pennsylvania
$516K +$157K +1,137 +44%
TFO
1258
Tarbox Family Office
California
$516K – – –
TB
1259
Treynor Bancshares
Iowa
$515K – – –
IW
1260
Imprint Wealth
South Carolina
$515K +$515K +3,726 New
PB
1261
Pinnacle Bancorp
Nebraska
$512K -$118K -858 -19%
BFG
1262
Bouchey Financial Group
New York
$509K +$69.1K +501 +16%
PFM
1263
Parsec Financial Management
North Carolina
$508K – – –
GLLW
1264
Graves Light Lenhart Wealth
Virginia
$508K -$147K -1,065 -22%
EGA
1265
Eagle Global Advisors
Texas
$508K +$44.9K +325 +10%
CFAM
1266
Center For Asset Management
Florida
$505K -$79.8K -578 -14%
SIC
1267
SJS Investment Consulting
Ohio
$504K -$2.49K -18 -0.5%
GI
1268
Gradient Investments
Minnesota
$502K +$161K +1,168 +47%
VCM
1269
Virtue Capital Management
Tennessee
$500K -$28.7K -209 -5%
SRWM
1270
Shira Ridge Wealth Management
California
$500K +$60.9K +441 +14%
DE
1271
Day & Ennis
Georgia
$499K +$1.52K +11 +0.3%
HH
1272
Hilltop Holdings
Texas
$498K +$62.6K +453 +14%
ANBT
1273
American National Bank & Trust
Texas
$493K +$24.3K +176 +5%
BFS
1274
Bard Financial Services
Connecticut
$493K – – –
FFA
1275
Founders Financial Alliance
North Carolina
$492K -$124K -900 -20%
49 50
51
52 53