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 %
CCFCSB
1426
Cape Cod Five Cents Savings Bank
Massachusetts
$329K – – –
GSC
1427
G&S Capital
Colorado
$329K +$124K +898 +61%
DWM
1428
Dopkins Wealth Management
New York
$329K +$2.07K +15 +0.6%
IWN
1429
Independent Wealth Network
Iowa
$329K +$14.9K +108 +5%
IIL
1430
Insight Inv LLC
California
$326K – – –
CA
1431
Claro Advisors
Massachusetts
$326K -$138K -1,001 -30%
RW
1432
RVW Wealth
California
$324K -$45.4K -329 -12%
MWA
1433
Motive Wealth Advisors
Michigan
$323K -$153K -1,105 -32%
WJWM
1434
Williams Jones Wealth Management
New York
$322K +$322K +2,330 New
EWM
1435
Endowment Wealth Management
Wisconsin
$320K +$1.11K +8 +0.3%
LW
1436
Lauer Wealth
Indiana
$320K +$320K +2,279 New
NWMG
1437
National Wealth Management Group
Ohio
$319K -$67.6K -494 -17%
CPSC
1438
Carl P. Sherr & Co
Massachusetts
$319K – – –
Chevy Chase Trust
1439
Chevy Chase Trust
Maryland
$319K -$112K -811 -26%
MA
1440
MKT Advisors
California
$318K +$318K +2,290 New
MIC
1441
Means Investment Company
Maine
$315K +$1.38K +10 +0.4%
CCM
1442
Canal Capital Management
Virginia
$315K +$315K +2,283 New
JCIA
1443
Jackson Creek Investment Advisors
Colorado
$315K +$13.7K +99 +5%
AC
1444
Annandale Capital
Texas
$315K +$315K +2,281 New
FWA
1445
FSC Wealth Advisors
New York
$314K +$61.6K +446 +24%
FDDB
1446
Fidelity D&D Bancorp
Pennsylvania
$313K +$313K +1,923 New
GW
1447
GW & Wade
Massachusetts
$313K -$14.1K -102 -4%
MLFP
1448
MPS Loria Financial Planners
Illinois
$313K -$26.1K -189 -8%
DA
1449
DCM Advisors
New York
$313K – – –
OA
1450
Operose Advisors
Wisconsin
$312K +$1.8K +13 +0.6%
56 57
58
59 60