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 %
IP
1376
Ignite Planners
California
$376K +$2.23K +16 +0.6%
LA
1377
LexAurum Advisors
Kansas
$375K +$414 +3 +0.1%
WFPG
1378
Waller Financial Planning Group
Ohio
$374K -$288K -2,084 -43%
SFA
1379
Seneca Financial Advisors
New York
$373K -$37.3K -270 -9%
FBFS
1380
First Business Financial Services
Wisconsin
$371K -$8.84K -64 -2%
CCMG
1381
Clark Capital Management Group
Pennsylvania
$371K – – –
BWIA
1382
Bryant Woods Investment Advisors
New York
$370K – – –
DA
1383
Drake & Associates
Wisconsin
$368K -$27.6K -200 -7%
MPI
1384
Mairs & Power Inc
Minnesota
$368K +$368K +2,662 New
ZIM
1385
Zacks Investment Management
Illinois
$366K +$366K +2,649 New
AWA
1386
Archvest Wealth Advisors
California
$365K +$192K +1,391 +111%
OHIS
1387
Oak Harvest Investment Services
Texas
$364K +$13.7K +99 +4%
IC
1388
Innealta Capital
Texas
$362K -$1.92M -13,869 -84%
1WA
1389
180 Wealth Advisors
Washington
$361K +$5.25K +38 +1%
AWA
1390
AmeriServ Wealth Advisors
Pennsylvania
$359K -$1.22M -8,832 -77%
PWP
1391
Pursue Wealth Partners
California
$358K -$116K -843 -25%
DWP
1392
Daymark Wealth Partners
Ohio
$355K -$145K -1,048 -29%
FG
1393
Fiduciary Group
Georgia
$354K +$276 +2 +0.1%
CWM
1394
Calamos Wealth Management
Illinois
$354K +$35.2K +255 +11%
WB
1395
Webster Bank
Connecticut
$354K -$27.3K -198 -7%
KIA
1396
KCM Investment Advisors
California
$354K +$11.6K +84 +3%
CIS
1397
Continental Investors Services
Washington
$353K +$1.52K +11 +0.4%
SIM
1398
Stratos Investment Management
Ohio
$353K -$5.94K -43 -2%
Principal Financial Group
1399
Principal Financial Group
Iowa
$353K +$14.1K +102 +4%
MP
1400
McDonald Partners
Ohio
$351K -$4.83K -35 -1%
54 55
56
57 58