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 %
MAM
1476
Milestone Asset Management
Pennsylvania
$284K – – –
Lazard Asset Management
1477
Lazard Asset Management
New York
$283K -$19.6K -142 -6%
IIC
1478
Ironwood Investment Counsel
Arizona
$283K -$4.84K -35 -2%
GEA
1479
Glen Eagle Advisors
New Jersey
$283K +$54.8K +397 +24%
SCA
1480
Stonebridge Capital Advisors
Minnesota
$283K +$9.81K +71 +4%
LC
1481
Landaas & Company
Wisconsin
$282K – – –
SAM
1482
S.A. Mason
Michigan
$280K – – –
TNB
1483
Thomasville National Bank
Georgia
$279K -$1.52K -11 -0.5%
HT
1484
Heritage Trust
Oklahoma
$278K – – –
AP
1485
Appleton Partners
Massachusetts
$278K -$10.8K -78 -4%
FFM
1486
Forum Financial Management
Illinois
$278K -$43.6K -316 -14%
TCA
1487
Trifecta Capital Advisors
Illinois
$277K – – –
RP
1488
Rowlandmiller & Partners
Georgia
$276K – – –
PGAM
1489
Princeton Global Asset Management
New Jersey
$276K – – –
MCM
1490
McDonough Capital Management
Florida
$276K – – –
TW
1491
TrinityPoint Wealth
Connecticut
$275K -$22.2K -161 -7%
HP
1492
HT Partners
Connecticut
$272K – – –
BWP
1493
Baldwin Wealth Partners
Massachusetts
$271K -$20.4K -148 -7%
SIC
1494
Sterling Investment Counsel
New York
$270K +$1.8K +13 +0.7%
LMKC
1495
L.M. Kohn & Company
Ohio
$270K +$4.97K +36 +2%
JFGIW
1496
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$270K +$120K +870 +80%
AAM
1497
Austin Asset Management
Texas
$269K -$16.6K -120 -6%
SFP
1498
Sweet Financial Partners
Minnesota
$269K +$1.11K +8 +0.4%
EBT
1499
Enterprise Bank & Trust
Massachusetts
$268K – – –
CA
1500
Calton & Associates
Florida
$268K -$252K -1,823 -48%
58 59
60
61 62