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 %
OC
1626
Oakworth Capital
Alabama
$167K -$5.52K -40 -3%
GFL
1627
Granite FO LLC
New Hampshire
$167K – – –
MAWA
1628
Moss Adams Wealth Advisors
Washington
$156K – – –
Kayne Anderson Rudnick Investment Management
1629
Kayne Anderson Rudnick Investment Management
California
$154K +$68.9K +499 +81%
AWM
1630
Aspire Wealth Management
Massachusetts
$153K – – –
TAM
1631
Tucker Asset Management
Colorado
$149K +$117K +849 +374%
IF
1632
Integrity Financial
Wyoming
$148K +$148K +1,069 +21,380%
CMP
1633
Coston McIsaac & Partners
Maine
$147K +$550 +4 +0.4%
OCM
1634
Orion Capital Management
California
$146K – – –
BA
1635
Ballast Advisors
Minnesota
$146K – – –
ECM
1636
EMC Capital Management
Texas
$143K – – –
FMII
1637
Farmers & Merchants Investments Inc
Nebraska
$143K +$17.8K +129 +14%
AP
1638
Arlington Partners
Alabama
$141K – – –
WFA
1639
WestHill Financial Advisors
California
$136K -$35.5K -257 -21%
OSNBOA
1640
Old Second National Bank of Aurora
Illinois
$133K – – –
WFA
1641
West Financial Advisors
Iowa
$131K -$58.2K -421 -31%
EK
1642
Evensky & Katz
Florida
$130K +$4.27K +31 +3%
LWANC
1643
Laurel Wealth Advisors (North Carolina)
North Carolina
$128K – – –
EWA
1644
EP Wealth Advisors
California
$127K -$24.5M -2,542,200 -99%
BWA
1645
BDO Wealth Advisors
Florida
$126K -$35.6K -258 -22%
CTB
1646
Country Trust Bank
Illinois
$125K +$83.1K +602 +198%
WWM
1647
Wagner Wealth Management
South Carolina
$125K +$18.8K +136 +18%
HPC
1648
HM Payson & Co
Maine
$124K -$82.6K -598 -40%
HCM
1649
Highlander Capital Management
New Jersey
$123K – – –
AIA
1650
Arcadia Investment Advisors
Idaho
$122K -$10.9K -79 -8%
64 65
66
67 68