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 %
HHRDM
1301
H&H Retirement Design & Management
Nevada
$460K -$3.34M -23,785 -88%
NB
1302
NBT Bank
New York
$459K – – –
TC
1303
Telemus Capital
Michigan
$459K +$87.1K +631 +23%
FM
1304
Family Management
New York
$456K -$23.9K -173 -5%
CIA
1305
Choate Investment Advisors
Massachusetts
$454K – – –
FWP
1306
FAS Wealth Partners
Kansas
$453K -$37.8K -274 -8%
PCA
1307
Peddock Capital Advisors
Massachusetts
$451K -$31.3K -227 -6%
KA
1308
Klingman & Associates
New York
$447K -$147K -1,061 -25%
HFA
1309
Highland Financial Advisors
New Jersey
$447K -$21.3K -154 -5%
SAS
1310
Stelac Advisory Services
New York
$445K – – –
FIBT
1311
First International Bank & Trust
North Dakota
$445K – – –
SWP
1312
Summit Wealth Partners
Florida
$444K +$2.62K +19 +0.6%
PP
1313
Patron Partners
Texas
$444K +$138 +1 +0%
KTC
1314
Kistler-Tiffany Companies
Pennsylvania
$443K +$414 +3 +0.1%
BWL
1315
Bogart Wealth LLC
Virginia
$443K +$98.5K +713 +29%
MWA
1316
Meridian Wealth Advisors
Texas
$442K +$50.4K +365 +13%
N
1317
Natixis
France
$439K -$3.85K -28 -0.9%
SFMG
1318
Sage Financial Management Group
Virginia
$439K – – –
RDWM
1319
Red Door Wealth Management
Tennessee
$438K – – –
CAI
1320
Capital Advisors Inc
Oklahoma
$437K +$78.3K +567 +22%
LWP
1321
LMG Wealth Partners
Louisiana
$435K – – –
FNB
1322
Farmers National Bank
Kentucky
$434K – – –
TCOV
1323
Trust Company of Vermont
Vermont
$434K -$4.28K -31 -1%
PFM
1324
Peak Financial Management
Massachusetts
$434K -$213K -1,543 -33%
LWA
1325
LWS Wealth Advisors
New Jersey
$433K +$27.2K +197 +7%
51 52
53
54 55