VTV icon

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 %
EWA
176
Exencial Wealth Advisors
Oklahoma
$37.6M -$1.69M -12,231 -4%
FDCDDQ
177
Federation des caisses Desjardins du Quebec
Quebec, Canada
$36.9M +$238K +1,721 +0.6%
CSPAM
178
Cary Street Partners Asset Management
Virginia
$36.7M +$1.59M +11,481 +5%
PFA
179
Pathway Financial Advisors
Vermont
$36.6M -$15.3K -111 -0%
SEIA
180
Signature Estate & Investment Advisors
California
$36.3M +$1.53M +11,076 +4%
CA
181
Crane Advisory
California
$36.1M +$9.23M +66,011 +34%
BL
182
Balentine LLC
Georgia
$36M -$11.4M -82,848 -24%
VVP
183
Venture Visionary Partners
Ohio
$36M +$3.87M +28,023 +12%
AWE
184
Avidian Wealth Enterprises
Texas
$35.9M +$15M +108,482 +72%
SCI
185
Stableford Capital II
Arizona
$35.8M +$35.8M +254,691 New
ACA
186
Affinity Capital Advisors
California
$35M -$2.37M -17,125 -6%
MMA
187
Miracle Mile Advisors
California
$33.9M -$2.26M -16,361 -6%
BSW
188
Buckingham Strategic Wealth
Missouri
$33.2M – – –
JCM
189
Jacobsen Capital Management
Utah
$33.1M +$3.36M +24,313 +11%
BWFA
190
Baltimore-Washington Financial Advisors
Maryland
$32.8M -$242K -1,752 -0.7%
3LCM
191
3D/L Capital Management
Connecticut
$32.4M -$1.08M -7,833 -3%
Citadel Advisors
192
Citadel Advisors
Florida
$32M +$30.6M +221,781 +2,182%
GG
193
Gleason Group
Kentucky
$31.9M +$1.66M +12,046 +6%
SIA
194
Schechter Investment Advisors
Michigan
$31.5M +$2.41M +17,479 +8%
SL
195
Systelligence LLC
Minnesota
$31.4M +$587K +4,250 +2%
FC
196
Forte Capital
New York
$31.2M +$1.64M +11,856 +6%
PPP
197
Private Portfolio Partners
New Jersey
$31M +$310K +2,245 +1%
LGA
198
Lebenthal Global Advisors
New York
$30.9M +$2.67M +19,352 +9%
AWM
199
Angeles Wealth Management
California
$30.7M -$617K -4,470 -2%
AllianceBernstein
200
AllianceBernstein
Tennessee
$30.5M -$598K -4,327 -2%
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