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 %
AAG
1351
Armstrong Advisory Group
Massachusetts
$398K -$967 -7 -0.2%
MA
1352
Modus Advisors
Minnesota
$397K -$26.7K -193 -6%
RMCM
1353
Reynders McVeigh Capital Management
Massachusetts
$396K -$27.9K -202 -7%
GKWIM
1354
Gerber Kawasaki Wealth & Investment Management
California
$394K -$171K -1,237 -30%
HWA
1355
Hilltop Wealth Advisors
North Carolina
$394K +$128K +928 +48%
CCWM
1356
Cassaday & Co Wealth Management
Virginia
$391K -$24.3K -176 -6%
SEM
1357
Strategic Equity Management
Arizona
$391K -$13.3K -96 -3%
CWM
1358
Collaborative Wealth Management
Florida
$390K +$276 +2 +0.1%
WP
1359
Westmount Partners
California
$390K +$43.6K +316 +13%
Luther King Capital Management (LKCM)
1360
Luther King Capital Management (LKCM)
Texas
$389K – – –
BI
1361
Ballast Inc
Kentucky
$388K – – –
VF
1362
VitalStone Financial
Texas
$386K -$295 -2 -0.1%
AWM
1363
Atticus Wealth Management
Florida
$386K -$9.39K -68 -2%
AWM
1364
Activest Wealth Management
Florida
$384K +$384K +2,802 New
Massachusetts Financial Services
1365
Massachusetts Financial Services
Massachusetts
$383K -$10.1M -73,319 -96%
RIL
1366
Rothschild Investment LLC
Illinois
$382K – – –
TCM
1367
Telos Capital Management
California
$382K +$39.2K +284 +11%
MWP
1368
Madison Wealth Partners
Wisconsin
$382K -$44.9K -325 -11%
DCM
1369
Dimension Capital Management
Florida
$381K – – –
SC
1370
SouthState Corp
Florida
$379K -$13.7K -99 -3%
GC
1371
Grimes & Company
Massachusetts
$379K +$118K +855 +45%
RMDI
1372
R.M. Davis Inc
Maine
$378K +$14.4K +104 +4%
SC
1373
Schoolcraft Capital
Colorado
$376K -$32.2K -233 -8%
AWMG
1374
Alliance Wealth Management Group
New Jersey
$376K +$376K +2,723 New
TCM
1375
Towercrest Capital Management
Pennsylvania
$376K +$376K +2,723 New
53 54
55
56 57