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 %
FWA
1526
FSM Wealth Advisors
Ohio
$251K – – –
PWMAG
1527
Pinnacle Wealth Management Advisory Group
New Jersey
$251K +$251K +1,816 New
GAM
1528
GEM Asset Management
Michigan
$250K +$1.38K +10 +0.6%
SPC
1529
Stewart & Patten Company
California
$250K – – –
RCM
1530
RNC Capital Management
California
$248K – – –
PGA
1531
Portland Global Advisors
Maine
$248K – – –
WCP
1532
Wick Capital Partners
Pennsylvania
$248K +$276 +2 +0.1%
VHAM
1533
Van Hulzen Asset Management
California
$246K – – –
WTC
1534
WhitTier Trust Company
Nevada
$246K – – –
ISWM
1535
Independent Solutions Wealth Management
New York
$245K -$2.76K -20 -1%
ARC
1536
Advisor Resource Council
Texas
$245K +$245K +1,748 New
GWP
1537
Gateway Wealth Partners
Wisconsin
$244K +$244K +1,768 New
TF
1538
TimeScale Financial
Massachusetts
$244K +$3.31K +24 +1%
HDIM
1539
Hanson & Doremus Investment Management
Vermont
$243K – – –
RWA
1540
Rooted Wealth Advisors
Illinois
$243K +$243K +1,730 New
BPC
1541
Banque Pictet & Cie
Switzerland
$243K -$1.05M -7,570 -81%
PNAA
1542
Pictet North America Advisors
Switzerland
$243K +$243K +1,759 New
MWM
1543
Marion Wealth Management
Pennsylvania
$243K – – –
NP
1544
Nilsine Partners
Colorado
$242K +$242K +1,754 New
KW
1545
KWB Wealth
California
$242K +$242K +1,722 New
AIA
1546
Avalon Investment & Advisory
Texas
$241K – – –
9WM
1547
9258 Wealth Management
Ohio
$241K +$9.67K +70 +4%
WA
1548
Wealthstar Advisors
Texas
$240K – – –
SAM
1549
Strategy Asset Managers
California
$240K – – –
TF
1550
Trek Financial
Arizona
$239K +$8.15K +59 +4%
60 61
62
63 64