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
$15.4B
2
CIAS
CBIZ Investment Advisory Services
Ohio
$195M
3
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$132M
4
Natixis Advisors
Natixis Advisors
Massachusetts
$242M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$7.22B

Top Sellers

1
AIA
Angeles Investment Advisors
California
$71.4M
2
CZI
Chan Zuckerberg Initiative
California
$109M
3
PPFA
Provida Pension Fund Administrator
Chile
$424M
4
BlackRock
BlackRock
New York
$94.3M
5
Ameriprise
Ameriprise
Minnesota
$1.11B
Name Holding Trade Value Shares
Change 		Shares
Change %
BEC
151
Blue Edge Capital
Virginia
$44.7M -$358K -2,592 -0.8%
CG
152
Colony Group
Massachusetts
$44M -$3.97M -28,735 -8%
AF
153
Allworth Financial
California
$43.7M +$11.5M +83,006 +36%
EI
154
Ellevest Inc
New York
$43.7M +$361K +2,615 +0.8%
WANY
155
Wealthspire Advisors (New York)
New York
$43.4M -$3.18M -23,057 -7%
Rockefeller Capital Management
156
Rockefeller Capital Management
New York
$42.9M +$933K +6,757 +2%
FVWA
157
Foster Victor Wealth Advisors
South Carolina
$42.7M +$22M +159,520 +107%
SPIA
158
Steward Partners Investment Advisory
New York
$42.6M -$4.13M -29,923 -9%
Janney Montgomery Scott
159
Janney Montgomery Scott
Pennsylvania
$42M +$3.76M +27,212 +10%
FMWA
160
Forvis Mazars Wealth Advisors
Missouri
$41.6M +$1.34M +9,688 +3%
SF
161
Safeguard Financial
Wisconsin
$41.3M +$6.09M +44,104 +17%
RWB
162
RMR Wealth Builders
New Jersey
$41.2M +$3.09M +22,345 +8%
GT
163
Glenmede Trust
Pennsylvania
$40.4M -$1.77M -12,794 -4%
FWP
164
Falcon Wealth Planning
California
$40.3M +$3.36M +24,361 +9%
OFG
165
Oxford Financial Group
Indiana
$39.9M +$238K +1,723 +0.6%
PRWA
166
Platte River Wealth Advisors
Colorado
$39.9M -$3.4M -24,603 -8%
PIFP
167
Partners in Financial Planning
Virginia
$39.7M +$307K +2,220 +0.8%
TWM
168
TMD Wealth Management
Arizona
$39.2M +$2.8M +20,257 +8%
National Bank of Canada
169
National Bank of Canada
Quebec, Canada
$38.9M +$14.6M +105,986 +60%
TWP
170
Total Wealth Planning
Ohio
$38.8M +$2.07M +14,959 +6%
HWAM
171
Hennion & Walsh Asset Management
New Jersey
$38.7M -$341K -2,471 -0.9%
NW
172
NewEdge Wealth
Pennsylvania
$38.4M -$105K -762 -0.3%
IAIM
173
Industrial Alliance Investment Management
Quebec, Canada
$38.2M – – –
SF
174
Summit Financial
New Jersey
$38.2M +$197K +1,426 +0.5%
Koshinski Asset Management
175
Koshinski Asset Management
Illinois
$38M +$3.74M +27,081 +11%
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