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 %
WAM
1651
Worth Asset Management
Texas
$118K +$40.7K +295 +53%
WIM
1652
Westside Investment Management
California
$110K – – –
BC
1653
Bartlett & Co
Ohio
$110K +$29K +209 +36%
BCWM
1654
Bartlett & Co Wealth Management
Ohio
$110K +$28.9K +209 +36%
MIM
1655
MTM Investment Management
South Carolina
$108K +$414 +3 +0.4%
FCAG
1656
First Capital Advisors Group
New Jersey
$104K -$414 -3 -0.4%
AA
1657
AlphaMark Advisors
Kentucky
$97K -$20.8K -150 -18%
AWM
1658
Aberdeen Wealth Management
Illinois
$96.7K – – –
PAI
1659
Pittenger & Anderson Inc
Nebraska
$93.9K – – –
PWM
1660
Provident Wealth Management
Tennessee
$91.8K – – –
WAM
1661
WFA Asset Management
Wisconsin
$91.5K +$552 +4 +0.6%
LSA
1662
Lansing Street Advisors
Pennsylvania
$90.5K +$415 +3 +0.5%
BBPWM
1663
Blue Bell Private Wealth Management
Pennsylvania
$85.9K +$29.8K +216 +53%
ONST
1664
Old North State Trust
North Carolina
$75K -$693 -5 -0.9%
M
1665
MOTCO
Texas
$74.7K +$12K +87 +19%
MAM
1666
Marquette Asset Management
Minnesota
$73.8K – – –
BSB
1667
Bangor Savings Bank
Maine
$72.4K – – –
CH
1668
Canton Hathaway
Rhode Island
$71K – – –
JWM
1669
Janiczek Wealth Management
Colorado
$70.9K +$38.5K +274 +119%
LFA
1670
LGT Financial Advisors
Texas
$69.1K +$552 +4 +0.8%
RPCA
1671
Running Point Capital Advisors
California
$69.1K – – –
BEI
1672
Benjamin Edwards Inc
Missouri
$69K – – –
SWM
1673
Sugarloaf Wealth Management
Georgia
$66.9K +$277 +2 +0.4%
RWM
1674
Ruedi Wealth Management
Illinois
$63.6K +$18.2K +132 +40%
FRA
1675
Front Row Advisors
California
$63K – – –
65 66
67
68 69