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 %
BAM
1701
Byrne Asset Management
New Jersey
$38K -$7.63K -55 -17%
HS
1702
Horan Securities
United States
$37.4K – – –
CWM
1703
Compass Wealth Management
Connecticut
$35.9K – – –
MBFW
1704
Morton Brown Family Wealth
Pennsylvania
$35.6K – – –
HWA
1705
HHM Wealth Advisors
Tennessee
$34.3K – – –
LB
1706
Legacy Bridge
Iowa
$32.5K – – –
TCM
1707
Tradewinds Capital Management
Washington
$32K -$5.8K -42 -15%
HBW
1708
Hazlett, Burt & Watson
West Virginia
$32K +$276 +2 +0.9%
CWM
1709
CarsonAllaria Wealth Management
Illinois
$31.7K +$31.7K +229 New
MIM
1710
Macroview Investment Management
Maryland
$31.5K +$138 +1 +0.4%
HWA
1711
Heritage Wealth Advisors
Virginia
$31.4K +$3.04K +22 +11%
BAM
1712
Bellevue Asset Management
Washington
$29.4K +$139 +1 +0.5%
MRCM
1713
M&R Capital Management
New Jersey
$29.1K – – –
FMTCOCP
1714
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$29K +$4.83K +35 +20%
KHC
1715
Koesten Hirschmann & Crabtree
Kansas
$29K +$552 +4 +2%
GCM
1716
Gables Capital Management
Florida
$28.7K +$28.7K +208 New
Barclays
1717
Barclays
United Kingdom
$27K -$52.5K -375 -66%
KA
1718
Kozak & Associates
Colorado
$25.3K – – –
RMC
1719
Resources Management Corp
Connecticut
$25K -$125K -499 -83%
CA
1720
Crewe Advisors
Utah
$24.9K +$12.4K +90 +100%
MWM
1721
Mascoma Wealth Management
New Hampshire
$24.6K – – –
LFA
1722
Legend Financial Advisors
Pennsylvania
$24.2K -$138 -1 -0.6%
MRC
1723
Millburn Ridgefield Corp
New York
$23.9K +$8.29K +60 +53%
CCA
1724
Column Capital Advisors
Indiana
$23.3K +$23.3K +168 New
FA
1725
Faithward Advisors
Pennsylvania
$23.1K +$4.38K +32 +23%
67 68
69
70 71