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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 %
JMF
1776
Johnson Midwest Financial
Iowa
$4.14K – – –
CWA
1777
Clearview Wealth Advisors
Oregon
$3.87K – – –
MFA
1778
Morling Financial Advisors
California
$3.73K – – –
OAJ
1779
Ogorek Anthony Joseph
New York
$3K – – –
AW
1780
Avion Wealth
Texas
$3K +$3K +22 New
RFG
1781
RFP Financial Group
Georgia
$2.55K – – –
APW
1782
Acima Private Wealth
Virginia
$2.07K +$2.07K +15 New
CCP
1783
Clarkston Capital Partners
Michigan
$1.93K -$131K -948 -99%
HWP
1784
Highline Wealth Partners
California
$1.8K – – –
DF
1785
DecisionPoint Financial
Arizona
$1.38K – – –
ACM
1786
Antonetti Capital Management
Florida
$1.38K – – –
CWA
1787
Carolina Wealth Advisors
South Carolina
$1.38K – – –
MCI
1788
MRP Capital Investments
Georgia
$1.24K +$1.24K +9 New
TFA
1789
Transamerica Financial Advisors
Florida
$1K – – –
DWA
1790
Delos Wealth Advisors
Texas
$691 -$29.7K -215 -98%
WA
1791
WestEnd Advisors
North Carolina
$138 – – –
BCPWM
1792
Bradley & Co Private Wealth Management
Florida
$1 -$1 – –
JHCM
1793
Juniper Hill Capital Management
California
– -$39.3M -279,695 Closed
QFA
1794
Quattro Financial Advisors
Texas
– -$20.6M -146,646 Closed
KIM
1795
Karpus Investment Management
New York
– -$19.7M -140,005 Closed
SFI
1796
SPC Financial Inc
Maryland
– -$14.4M -102,938 Closed
MHS
1797
M Holdings Securities
Oregon
– -$13.7M -97,916 Closed
BPCE
1798
Bank Pictet & Cie (Europe)
Germany
– -$13.2M -94,199 Closed
TWA
1799
Tillar-Wenstrup Advisors
Ohio
– -$11.4M -81,177 Closed
EPA
1800
Element Pointe Advisors
Florida
– -$9.47M -67,446 Closed
70 71
72
73 74