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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 %
FWS
1851
FinDec Wealth Services
California
– -$235K -1,673 Closed
WTB
1852
Washington Trust Bank
Washington
– -$234K -1,667 Closed
AWAG
1853
ARS Wealth Advisors Group
Florida
– -$225K -1,601 Closed
FDS
1854
Freedom Day Solutions
Texas
– -$220K -1,569 Closed
CFP
1855
Catalyst Financial Partners
Massachusetts
– -$218K -1,554 Closed
VT
1856
Vise Technologies
New York
– -$218K -1,551 Closed
AC
1857
Anson Capital
Georgia
– -$211K -1,502 Closed
IWA
1858
IBEX Wealth Advisors
New Jersey
– -$210K -1,494 Closed
JC
1859
Jentner Corp
Ohio
– -$207K -1,477 Closed
ST
1860
Sabal Trust
Florida
– -$203K -1,449 Closed
WPC
1861
Waters Parkerson & Co
Louisiana
– -$201K -1,432 Closed
LF
1862
Lantz Financial
Illinois
– -$200K -1,425 Closed
ACG
1863
Allen Capital Group
Nebraska
– -$218K -1,253 Closed
Loomis, Sayles & Company
1864
Loomis, Sayles & Company
Massachusetts
– -$172K -1,224 Closed
LWP
1865
Laurel Wealth Planning
Minnesota
– -$170K -1,210 Closed
MS
1866
Madden Securities
Texas
– -$163K -1,164 Closed
FA
1867
Fiduciary Alliance
South Carolina
– -$143K -1,017 Closed
RIA
1868
Realta Investment Advisors
Delaware
– -$124K -884 Closed
LS
1869
Leelyn Smith
Illinois
– -$110K -787 Closed
R
1870
Rebalance
California
– -$102K -725 Closed
EE
1871
EWG Elevate
California
– -$69.3K -494 Closed
DZ Bank
1872
DZ Bank
Germany
– -$67.2K -479 Closed
GMA
1873
Glassy Mountain Advisors
Maryland
– -$63.7K -454 Closed
WHG
1874
Westwood Holdings Group
Texas
– -$60K -425 Closed
SFC
1875
SYM Financial Corp
Indiana
– -$56.1K -400 Closed
73 74
75
76 77