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 %
EWA
1601
Encompass Wealth Advisors
Oregon
$210K – – –
LWCFA
1602
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$209K – – –
SFG
1603
SNS Financial Group
Minnesota
$208K -$117K -845 -36%
BZWA
1604
Blue Zone Wealth Advisors
California
$207K -$207K -1,500 -50%
MC
1605
Miramar Capital
Illinois
$206K +$206K +1,492 New
CS
1606
Cannell & Spears
New York
$205K – – –
MAM
1607
Madison Asset Management
Wisconsin
$204K +$204K +1,478 New
HT
1608
Headlands Technologies
Illinois
$203K -$195K -1,410 -49%
ASI
1609
Advisory Services & Investments
Oregon
$203K – – –
CF
1610
Copperwynd Financial
Arizona
$202K -$33K -239 -14%
BI
1611
Berkeley Inc
Idaho
$201K +$552 +4 +0.3%
VDBMI
1612
Van Den Berg Management I
Texas
$195K -$414 -3 -0.2%
PP
1613
Pacifica Partners
Canada
$194K – – –
TC
1614
Truvestments Capital
Florida
$193K +$1.24K +9 +0.6%
VWM
1615
Venturi Wealth Management
Texas
$192K -$310K -2,241 -62%
DSC
1616
Duncker Streett & Co
Missouri
$192K – – –
AWM
1617
Abound Wealth Management
Tennessee
$192K -$54.6K -395 -22%
WT
1618
Whittier Trust
California
$191K +$414 +3 +0.2%
FFL
1619
Financial Freedom LLC
Ohio
$186K +$19.8K +143 +12%
CSC
1620
Caldwell Sutter Capital
California
$182K +$182K +1,318 New
CFO
1621
CVA Family Office
Colorado
$181K +$27.5K +199 +18%
IWP
1622
IAG Wealth Partners
Wisconsin
$180K – – –
DAC
1623
Dividend Assets Capital
South Carolina
$177K – – –
JEST
1624
JTC Employer Solutions Trustee
Jersey
$177K – – –
APW
1625
Atlantic Private Wealth
North Carolina
$170K -$155K -1,120 -48%
63 64
65
66 67