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 %
FCA
1576
Fortis Capital Advisors
Kansas
$222K -$103K -743 -32%
AI
1577
Accredited Investors
Minnesota
$220K -$5.94K -43 -3%
AIP
1578
Ameritas Investment Partners
Nebraska
$220K +$3.32K +24 +2%
NP
1579
NorthRock Partners
Minnesota
$220K -$28.6K -207 -12%
DLCIG
1580
D.L. Carlson Investment Group
New Hampshire
$220K -$4.15K -30 -2%
SIC
1581
Shoker Investment Counsel
Ohio
$219K -$25.1K -182 -10%
NL
1582
Navalign LLC
California
$219K -$344K -2,493 -61%
CFG
1583
Cooper Financial Group
California
$218K +$218K +1,581 New
LA
1584
Legacy Advisors
Pennsylvania
$218K – – –
MCM
1585
Morton Capital Management
California
$217K +$1.66K +12 +0.8%
SS
1586
Sunbelt Securities
Texas
$217K +$137 +1 +0.1%
RFA
1587
Resurgent Financial Advisors
Georgia
$216K -$17.5K -127 -8%
SIG
1588
Spinnaker Investment Group
California
$215K +$215K +1,558 New
HCM
1589
Hudson Capital Management
New Jersey
$214K – – –
APW
1590
Aurora Private Wealth
New Jersey
$214K -$7.33K -53 -3%
FNBT
1591
FineMark National Bank & Trust
Florida
$214K +$214K +1,548 New
BTIM
1592
BancFirst Trust & Investment Management
Oklahoma
$214K – – –
MSWM
1593
McGlone Suttner Wealth Management
Wisconsin
$213K – – –
WP
1594
WealthPLAN Partners
Nebraska
$212K -$854K -6,185 -80%
SAS
1595
SMI Advisory Services
Indiana
$212K +$212K +1,510 New
FFW
1596
Fusion Family Wealth
New York
$211K -$98.9K -716 -32%
T
1597
TCWP
Ohio
$211K +$7.73K +56 +4%
MRWM
1598
ML&R Wealth Management
Texas
$211K +$2.07K +15 +1%
EL
1599
EWA LLC
Pennsylvania
$210K +$210K +1,536 New
RLIM
1600
Red Lighthouse Investment Management
New York
$210K – – –
62 63
64
65 66