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 %
LW
1501
Libra Wealth
California
$268K -$118K -853 -31%
PWM
1502
Paulson Wealth Management
Illinois
$265K -$2.9K -21 -1%
VCM
1503
Versant Capital Management
Arizona
$264K +$1.52K +11 +0.6%
DCM
1504
Donaldson Capital Management
Indiana
$263K +$48.2K +349 +22%
GSEP
1505
Golden State Equity Partners
California
$263K +$263K +1,904 New
QCG
1506
Quadrant Capital Group
Ohio
$263K – – –
VCAM
1507
Van Cleef Asset Management
Ohio
$262K – – –
EWA
1508
ERTS Wealth Advisors
Michigan
$262K -$43.4K -314 -14%
MA
1509
Mezzasalma Advisors
New Jersey
$262K -$9.25K -67 -3%
RPCONE
1510
Retirement Planning Company of New England
Rhode Island
$261K – – –
OAM
1511
Occidental Asset Management
California
$261K +$44.6K +323 +21%
TCM
1512
Traynor Capital Management
Pennsylvania
$259K -$1.8K -13 -0.7%
JFG
1513
JDM Financial Group
Texas
$259K +$414 +3 +0.2%
SSC
1514
Syverson Strege & Co
Iowa
$259K -$16.7K -121 -6%
IHWM
1515
Iron Horse Wealth Management
Iowa
$259K +$4.42K +32 +2%
LT
1516
Legacy Trust
Michigan
$258K – – –
PFG
1517
Prosperity Financial Group
California
$256K – – –
WBG
1518
Wharton Business Group
Pennsylvania
$256K – – –
BFS
1519
Bradley Foster & Sargent
Connecticut
$254K – – –
FFWA
1520
FRG Family Wealth Advisors
Washington
$253K – – –
PWMG
1521
Pinnacle Wealth Management Group
Michigan
$252K – – –
SWM
1522
Silverlake Wealth Management
Vermont
$252K -$8.56K -62 -3%
BFWA
1523
Benchmark Financial Wealth Advisors
Florida
$251K -$5.94K -43 -2%
WT
1524
Washington Trust
Rhode Island
$251K +$32.5K +235 +15%
B
1525
Bailard
California
$251K +$251K +1,819 New
59 60
61
62 63