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 %
HCM
1451
HMS Capital Management
Tennessee
$312K +$11.6K +84 +4%
FFA
1452
Fi3 Financial Advisors
Indiana
$311K -$447K -3,238 -59%
TPWA
1453
TRUE Private Wealth Advisors
Oregon
$306K +$15.2K +110 +5%
IF
1454
Ironwood Financial
Arizona
$305K +$30.3K +219 +11%
RA
1455
Rockingstone Advisors
Massachusetts
$304K -$52.2K -378 -15%
HIP
1456
Harrell Investment Partners
Texas
$304K -$10.8K -77 -3%
C
1457
Certuity
Florida
$302K +$27.9K +202 +10%
RRCM
1458
Rappaport Reiches Capital Management
Illinois
$301K +$301K +2,182 New
EWP
1459
Engrave Wealth Partners
Texas
$300K -$1.58M -11,334 -84%
MAS
1460
Meeder Advisory Services
Ohio
$300K +$40.9K +296 +16%
SCA
1461
Sage Capital Advisors
South Dakota
$299K -$1.11K -8 -0.4%
PHS
1462
Pekin Hardy Strauss
Illinois
$298K -$34.2K -248 -10%
GL
1463
Graypoint LLC
New York
$298K – – –
BAWC
1464
Boyce & Associates Wealth Consulting
Texas
$297K +$25.4K +183 +9%
FPCP
1465
Fort Point Capital Partners
California
$297K – – –
UWPG
1466
Ullmann Wealth Partners Group
Florida
$295K – – –
MPAM
1467
Murphy Pohlad Asset Management
Minnesota
$295K +$295K +2,134 New
FSA
1468
Financial Sense Advisors
California
$293K -$90.9K -658 -24%
PG
1469
Proffitt & Goodson
Tennessee
$292K -$53.6K -388 -15%
MCM
1470
McRae Capital Management
New Jersey
$292K – – –
AGA
1471
Arkos Global Advisors
Texas
$290K +$6.08K +44 +2%
PMG
1472
Private Management Group
California
$290K – – –
APW
1473
Austin Private Wealth
Texas
$289K -$18.8K -136 -6%
CWM
1474
Congress Wealth Management
Massachusetts
$285K +$285K +2,063 New
WI
1475
Wintrust Investments
Illinois
$285K +$52.8K +382 +23%
57 58
59
60 61