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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 %
CC
1826
Cannell & Co
New York
– -$397K -2,828 Closed
FW
1827
FirstPurpose Wealth
Utah
– -$394K -2,808 Closed
AAS
1828
Asset Allocation Strategies
Michigan
– -$393K -2,797 Closed
VW
1829
Vance Wealth
California
– -$384K -2,737 Closed
TL
1830
Tradewinds LLC
North Carolina
– -$484K -2,532 Closed
ACM
1831
Avalon Capital Management
California
– -$352K -2,511 Closed
CFG
1832
Carr Financial Group
Massachusetts
– -$348K -2,476 Closed
QHA
1833
Quarry Hill Advisors
Minnesota
– -$336K -2,391 Closed
BWM
1834
Bulltick Wealth Management
Florida
– -$334K -2,376 Closed
IAMOG
1835
Investors Asset Management of Georgia
Georgia
– -$323K -2,300 Closed
KCM
1836
Kanawha Capital Management
Virginia
– -$317K -2,255 Closed
SAM
1837
Synergy Asset Management
Washington
– -$304K -2,163 Closed
PKC
1838
Palmer Knight Company
Florida
– -$303K -2,160 Closed
LCM
1839
Logan Capital Management
Pennsylvania
– -$299K -2,131 Closed
SAMC
1840
Spectrum Asset Management (California)
California
– -$298K -2,120 Closed
BF
1841
Brooklyn FI
New York
– -$285K -2,033 Closed
LL
1842
LWMG LLC
Minnesota
– -$282K -2,008 Closed
CAAS
1843
Capital Asset Advisory Services
Michigan
– -$273K -1,944 Closed
SJL
1844
Shayne & Jacobs LLC
Tennessee
– -$264K -1,878 Closed
BCM
1845
Brainard Capital Management
Texas
– -$254K -1,812 Closed
FWTB
1846
First Western Trust Bank
Colorado
– -$246K -1,756 Closed
DWM
1847
Drive Wealth Management
Utah
– -$247K -1,756 Closed
TWM
1848
Trevian Wealth Management
Massachusetts
– -$240K -1,713 Closed
IB
1849
Intrust Bank
Kansas
– -$239K -1,703 Closed
MCM
1850
Mainstay Capital Management
Michigan
– -$235K -1,677 Closed
72 73
74
75 76