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 %
BSSFA
201
Baron Silver Stevens Financial Advisors
Florida
$30.5M -$4.96M -35,896 -14%
PPW
202
Presilium Private Wealth
Pennsylvania
$30.1M +$2.3M +16,622 +8%
AAP
203
Arax Advisory Partners
Colorado
$29.3M +$451K +3,265 +2%
Mackenzie Financial
204
Mackenzie Financial
Ontario, Canada
$29.1M +$1.29M +9,317 +5%
AA
205
ALPS Advisors
Colorado
$28.8M -$6.83M -49,455 -19%
SI
206
Stephens Inc
Arkansas
$28.4M +$324K +2,346 +1%
TPW
207
TL Private Wealth
Texas
$28.4M +$814K +5,891 +3%
OPAM
208
Ocean Park Asset Management
California
$28.3M +$8.78M +63,600 +45%
T
209
TrueFG
Texas
$27.7M +$410K +2,971 +2%
Bessemer Group
210
Bessemer Group
New Jersey
$27.3M -$20.8M -150,586 -43%
RCG
211
Regatta Capital Group
California
$26.9M – – –
BCMLT
212
Beacon Capital Management LLC (Tennessee)
Tennessee
$26.7M +$180K +1,303 +0.7%
CSWM
213
Cassady Schiller Wealth Management
Ohio
$26.6M +$4.21M +30,501 +19%
LWM
214
Ledge Wealth Management
Minnesota
$26.5M +$8.94M +64,733 +51%
CAM
215
Cresset Asset Management
Illinois
$26.3M -$1.92M -13,892 -7%
FPIS
216
Financial Planning & Information Services
Wisconsin
$26.2M +$75.1K +544 +0.3%
CFD
217
Creative Financial Designs
Indiana
$25.8M +$538K +3,898 +2%
FOFP
218
Fee-Only Financial Planning
South Carolina
$25.6M -$349K -2,525 -1%
KPWS
219
Kestra Private Wealth Services
Texas
$24.8M +$11.7M +84,860 +89%
NFP
220
NorthLanding Financial Partners
New York
$24.8M -$287K -2,078 -1%
PCMC
221
Private Capital Management (Colorado)
Colorado
$24.7M -$836K -6,051 -3%
TPCW
222
TD Private Client Wealth
New York
$24.7M +$294K +2,128 +1%
NFW
223
Noble Family Wealth
Florida
$24.2M +$24.2M +175,191 New
CWA
224
Cornerstone Wealth Advisors
Minnesota
$24.1M +$338K +2,448 +1%
MWM
225
MTC Wealth Management
Florida
$24.1M +$409K +2,961 +2%
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