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 %
AA
1676
Addison Advisors
Vermont
$62.3K +$62.3K +451 New
MSFP
1677
Mark Sheptoff Financial Planning
Connecticut
$60.9K +$7.6K +55 +14%
GIA
1678
Goodwin Investment Advisory
Georgia
$58K – – –
CTA
1679
Colonial Trust Advisors
South Carolina
$57.7K +$3.04K +22 +6%
LWA
1680
Lowe Wealth Advisors
Maryland
$56.9K – – –
AIA
1681
Armor Investment Advisors
North Carolina
$55.8K -$55.8K -404 -50%
TVWM
1682
Tower View Wealth Management
Wisconsin
$55K -$9.35K -68 -15%
TWD
1683
True Wealth Design
Ohio
$52.9K -$56.5K -409 -52%
ATC
1684
Adirondack Trust Company
New York
$50.4K – – –
SN
1685
Sittner & Nelson
Oregon
$50.1K – – –
OHWP
1686
Oak Harbor Wealth Partners
North Carolina
$50K – – –
Russell Investments Group
1687
Russell Investments Group
United Kingdom
$49.3K +$49.2K +356 +35,600%
WPA
1688
West Paces Advisors
Georgia
$48.1K – – –
SIS
1689
Sound Income Strategies
Florida
$48.1K +$34K +246 +241%
FCMT
1690
Founders Capital Management (Texas)
Texas
$48K – – –
TF
1691
Tompkins Financial
New York
$47.9K -$13.7K -99 -22%
NC
1692
NewSquare Capital
Pennsylvania
$45.2K -$69.1K -500 -60%
NRC
1693
New Republic Capital
North Carolina
$45K -$1.24K -9 -3%
CT
1694
Cambridge Trust
Massachusetts
$44.1K – – –
DWMG
1695
DB Wealth Management Group
California
$43.6K +$691 +5 +2%
WAS
1696
Winch Advisory Services
Wisconsin
$42K +$139 +1 +0.3%
CB
1697
Centennial Bank
Arkansas
$41.7K – – –
BWM
1698
BigSur Wealth Management
Florida
$41.4K – – –
CNBTD
1699
Citizens National Bank Trust Department
Mississippi
$38.7K – – –
WWP
1700
WR Wealth Planners
Missouri
$38.1K +$19.1K +138 +100%
66 67
68
69 70