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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 %
MWM
1876
MinichMacGregor Wealth Management
New York
– -$47.6K -339 Closed
CG
1877
Cutler Group
California
– -$41K -294 Closed
ACP
1878
Arcus Capital Partners
Georgia
– -$41K -292 Closed
NSB
1879
Norway Savings Bank
Maine
– -$40.7K -290 Closed
HNWAG
1880
High Net Worth Advisory Group
Florida
– -$40.2K -286 Closed
EW
1881
Element Wealth
Mississippi
– -$37.9K -270 Closed
CSWG
1882
Cardinal Strategic Wealth Guidance
Kentucky
– -$33K -235 Closed
AC
1883
Arjuna Capital
North Carolina
– -$32.7K -233 Closed
HWM
1884
Horizons Wealth Management
North Carolina
– -$29K -208 Closed
KIA
1885
Kraematon Investment Advisors
Massachusetts
– -$29.1K -207 Closed
KOMWMG
1886
Kerntke Otto McGlone Wealth Management Group
Wisconsin
– -$28K -200 Closed
WOSD
1887
WFA of San Diego
California
– -$26.5K -189 Closed
RBC
1888
Roble Belko & Company
Pennsylvania
– -$23K -162 Closed
HH
1889
HWG Holdings
Texas
– -$23K -161 Closed
MTIC
1890
Missouri Trust & Investment Company
Missouri
– -$19K -134 Closed
TRCT
1891
Tower Research Capital (TRC)
New York
– -$16K -117 Closed
RP
1892
Rice Partnership
Hawaii
– -$11.9K -85 Closed
ZIG
1893
Zullo Investment Group
Pennsylvania
– -$8.14K -58 Closed
MPCL
1894
My Personal CFO LLC
Washington
– -$7.3K -52 Closed
MSCM
1895
McElhenny Sheffield Capital Management
Texas
– -$5.76K -41 Closed
NL
1896
NVWM LLC
Pennsylvania
– -$4.07K -29 Closed
BCMIO
1897
Beacon Capital Management Inc (Ohio)
Ohio
– -$3.93K -28 Closed
JGCM
1898
Joseph Group Capital Management
Ohio
– -$3K -21 Closed
DWP
1899
Destiny Wealth Partners
Florida
– -$1.68K -12 Closed
SFCL
1900
Strengthening Families & Communities LLC
Massachusetts
– -$1K -7 Closed
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