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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
$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 %
IWA
1801
IVC Wealth Advisors
Pennsylvania
– -$3.78K -30,592 Closed
LSIA
1802
LaSalle St. Investment Advisors
Illinois
– -$4.26M -30,358 Closed
Renaissance Technologies
1803
Renaissance Technologies
New York
– -$4.24M -30,200 Closed
BTWM
1804
Baker Tilly Wealth Management
Wisconsin
– -$3.61M -25,732 Closed
WG
1805
Winton Group
United Kingdom
– -$3.42M -24,354 Closed
JGC
1806
J. Goldman & Co
New York
– -$2.54M -18,080 Closed
VBFP
1807
Valtinson Bruner Financial Planning
Minnesota
– -$2.3M -16,321 Closed
SG
1808
StoneX Group
New York
– -$1.99M -14,179 Closed
CCM
1809
Ciovacco Capital Management
Georgia
– -$1.74M -12,364 Closed
LGWM
1810
Litman Gregory Wealth Management
California
– -$1.55M -11,071 Closed
LBC
1811
Lawrence B. Cohen
– -$1.46M -10,380 Closed
CP
1812
Coho Partners
Pennsylvania
– -$1.2M -8,556 Closed
CWA
1813
Capital Wealth Alliance
Arizona
– -$1.09M -7,745 Closed
WIM
1814
WealthPlan Investment Management
Nebraska
– -$1.12M -7,723 Closed
SRAM
1815
Spouting Rock Asset Management
Pennsylvania
– -$1.02M -7,294 Closed
GI
1816
Glovista Investments
New Jersey
– -$984K -7,011 Closed
W
1817
Wealthquest
Ohio
– -$882K -6,280 Closed
WAG
1818
Wallace Advisory Group
California
– -$866K -6,170 Closed
B
1819
Barings
North Carolina
– -$745K -5,310 Closed
PCM
1820
Prelude Capital Management
New York
– -$741K -5,280 Closed
AIC
1821
Ayalon Insurance Company
Israel
– -$682K -4,859 Closed
KWILP
1822
Kiwi Wealth Investments Limited Partnership
New Zealand
– -$595K -4,241 Closed
SIM
1823
Seaview Investment Managers
Florida
– -$495K -3,528 Closed
4WM
1824
44 Wealth Management
Oregon
– -$402K -2,862 Closed
PSCM
1825
Per Stirling Capital Management
Texas
– -$398K -2,834 Closed
71 72
73
74 75