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 %
BCP
1401
Blue Chip Partners
Michigan
$350K +$2.21K +16 +0.6%
4FG
1402
4Thought Financial Group
New York
$350K -$687K -4,975 -66%
HTHT
1403
Hemenway Trust Hemenway Trust
New Hampshire
$345K – – –
FIM
1404
FWL Investment Management
Texas
$344K -$13K -94 -4%
SWIG
1405
Strategic Wealth Investment Group
Kentucky
$344K +$344K +2,490 New
SWM
1406
Stockman Wealth Management
Montana
$344K +$344K +2,489 New
MPM
1407
Meritage Portfolio Management
Kansas
$343K -$37.3K -270 -10%
SAM
1408
Seelaus Asset Management
New Jersey
$343K -$24.7K -175 -7%
BG
1409
Benedetti & Gucer
Georgia
$343K +$8.28K +60 +2%
CAM
1410
Cidel Asset Management
Ontario, Canada
$342K – – –
VFA
1411
Voya Financial Advisors
Connecticut
$341K -$14.5K -106 -4%
GSB
1412
Greenfield Savings Bank
Massachusetts
$340K – – –
B
1413
BetterWealth
California
$339K – – –
TFA
1414
Triad Financial Advisors
North Carolina
$338K -$173K -1,250 -34%
SAM
1415
Stone Asset Management
Texas
$338K -$916K -6,632 -73%
DCM
1416
DGS Capital Management
New Jersey
$338K +$51.1K +370 +18%
SFS
1417
Solitude Financial Services
Virginia
$337K -$106K -768 -24%
AUB
1418
Atlantic Union Bankshares
Virginia
$337K – – –
CSIA
1419
Charles Schwab Investment Advisory
California
$337K +$49.3K +357 +17%
TCWM
1420
Total Clarity Wealth Management
Illinois
$337K -$1.66K -12 -0.5%
GPA
1421
Garrison Point Advisors
California
$337K – – –
SIAG
1422
Safeguard Investment Advisory Group
California
$337K -$245K -1,774 -42%
ORC
1423
O'Rourke & Company
Massachusetts
$334K +$830 +6 +0.2%
VNB
1424
Virginia National Bank
Virginia
$331K -$15.7K -114 -5%
KC
1425
Kingfisher Capital
North Carolina
$331K +$1.93K +14 +0.6%
55 56
57
58 59