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 %
PFSC
1326
Peoples Financial Services Corp
Pennsylvania
$432K – – –
SL
1327
SWMG LLC
Texas
$429K -$24.3K -176 -5%
PTC
1328
Philadelphia Trust Company
Pennsylvania
$427K – – –
AIC
1329
Archer Investment Corporation
Indiana
$426K -$51.7K -374 -11%
BAAM
1330
Baker Avenue Asset Management
California
$426K +$290K +2,099 +214%
GWANC
1331
Guardian Wealth Advisors (North Carolina)
North Carolina
$425K +$2.76K +20 +0.7%
TC
1332
Toews Corporation
New Jersey
$422K -$4.56K -33 -1%
HAS
1333
Holland Advisory Services
Florida
$421K -$72.4K -524 -15%
LRPA
1334
L. Roy Papp & Associates
Arizona
$420K -$38K -275 -8%
Commonwealth Equity Services
1335
Commonwealth Equity Services
Massachusetts
$418K +$20.8K +150,842 +5%
GWS
1336
Glassman Wealth Services
Virginia
$417K +$2.21K +16 +0.5%
PBF
1337
Petix & Botte Financial
California
$416K +$416K +3,013 New
CWA
1338
CM Wealth Advisors
Ohio
$415K – – –
PFA
1339
Petra Financial Advisors
Colorado
$415K -$126K -912 -23%
BP
1340
BBR Partners
New York
$415K – – –
TI
1341
Truepoint Inc
Ohio
$414K -$47K -340 -10%
MA
1342
MJP Associates
Connecticut
$413K +$4.01K +29 +1%
OWP
1343
Obermeyer Wealth Partners
Colorado
$412K – – –
RK
1344
Rather & Kittrell
Tennessee
$410K – – –
CW
1345
Connectus Wealth
Ohio
$410K +$59.4K +430 +17%
PSP
1346
Pacific Sage Partners
Washington
$408K – – –
JFA
1347
JNBA Financial Advisors
Minnesota
$408K -$1.93K -14 -0.5%
SAM
1348
Summit Asset Management
Tennessee
$404K – – –
GAB
1349
German American Bancorp
Indiana
$401K -$1.24K -9 -0.3%
GA
1350
Goldstein Advisors
Wisconsin
$399K +$38.4K +278 +11%
52 53
54
55 56