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 %
PS
1276
Planned Solutions
California
$492K – – –
HCM
1277
Hall Capital Management
Rhode Island
$491K +$20.4K +148 +4%
PAMG
1278
Patton Albertson Miller Group
Tennessee
$486K – – –
MFA
1279
Millington Financial Advisors
Illinois
$485K -$5.53K -40 -1%
SW
1280
SkyOak Wealth
Michigan
$485K -$22.1K -160 -4%
ESB
1281
Essex Savings Bank
Connecticut
$485K +$9.53K +69 +2%
SSB
1282
Sandy Spring Bank
Maryland
$484K -$2.21K -16 -0.5%
JIC
1283
Joel Isaacson & Co
New York
$482K +$38K +275 +9%
AFP
1284
Ausdal Financial Partners
Iowa
$480K +$6.63K +48 +1%
TVAMP
1285
Tennessee Valley Asset Management Partners
Tennessee
$478K -$11.3K -82 -2%
FCH
1286
Freestone Capital Holdings
Washington
$477K – – –
SCM
1287
Spreng Capital Management
Ohio
$477K +$8.98K +65 +2%
CIA
1288
Cape Investment Advisory
Georgia
$474K +$474K +3,434 New
BWA
1289
Beam Wealth Advisors
Louisiana
$474K -$4.28K -31 -0.9%
AFG
1290
Allegheny Financial Group
Pennsylvania
$473K +$24.6K +178 +5%
HPIA
1291
Hamilton Point Investment Advisors
North Carolina
$473K +$473K +3,428 New
CLOS
1292
Compagnie Lombard Odier SCmA
Switzerland
$470K +$284K +2,058 +153%
FP
1293
Financial Perspectives
Minnesota
$469K +$24.7K +179 +6%
NIC
1294
Northwest Investment Counselors
Oregon
$468K -$41.3K -299 -8%
SFPG
1295
Stonebridge Financial Planning Group
Florida
$468K +$119K +865 +34%
MWM
1296
Marietta Wealth Management
Georgia
$468K – – –
CIA
1297
Cladis Investment Advisory
Montana
$467K -$6.91K -50 -1%
MIAS
1298
Mason Investment Advisory Services
Virginia
$465K -$19.8K -143 -4%
VM
1299
VPR Management
Texas
$463K – – –
CWS
1300
Cypress Wealth Services
California
$462K – – –
50 51
52
53 54