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 %
HI
1726
Hoey Investments
Pennsylvania
$22.7K – – –
YDMI
1727
Y.D. More Investments
Israel
$20.9K +$20.9K +151 New
LF
1728
Lee Financial
Texas
$19.3K – – –
CIA
1729
Cascade Investment Advisors
Oregon
$19.1K +$19.1K +138 New
MFG
1730
Monumental Financial Group
Maryland
$19K +$19K +136 New
AWM
1731
AllSquare Wealth Management
New York
$18.4K – – –
MPWT
1732
MassMutual Private Wealth & Trust
Connecticut
$18.4K +$7.32K +53 +66%
CCM
1733
Chilton Capital Management
Texas
$18.1K +$18.1K +131 New
HWM
1734
HighMark Wealth Management
Minnesota
$16.9K +$971 +7 +6%
PAG
1735
Paladin Advisory Group
Iowa
$16.3K +$16.3K +118 New
CWP
1736
Concord Wealth Partners
Virginia
$16K +$138 +1 +0.9%
AFG
1737
Albion Financial Group
Utah
$15.9K – – –
BA
1738
Bellwether Advisors
Nebraska
$15.6K -$10.2K -73 -39%
SVCP
1739
Silicon Valley Capital Partners
California
$14.9K +$138 +1 +0.9%
HF
1740
Halpern Financial
Virginia
$14.9K – – –
GA
1741
GoalVest Advisory
New York
$14.5K +$14.5K +105 New
RCM
1742
Robinson Capital Management
Michigan
$14.1K – – –
SC
1743
Sawyer & Company
Massachusetts
$14K – – –
CJL
1744
Cyrus J. Lawrence
New York
$14K – – –
AC
1745
AlphaCore Capital
California
$13.8K +$414 +3 +3%
FMB
1746
Field & Main Bank
Kentucky
$13.5K – – –
GWM
1747
Guardian Wealth Management
Illinois
$13.3K -$1.2M -8,740 -99%
EAM
1748
Eukles Asset Management
Ohio
$13.2K – – –
PFA
1749
Pathway Financial Advisers
Indiana
$12.7K -$1.66K -12 -12%
OLVIG
1750
Oliver Lagore Vanvalin Investment Group
Michigan
$11.9K +$11.9K +86 New
68 69
70
71 72