VTV icon

Vanguard Value ETF
VTV

Overview Fund Activity

1,821 hedge funds and large institutions have $70.6B invested in Vanguard Value ETF in 2022 Q4 according to their latest regulatory filings, with 290 funds opening new positions, 794 increasing their positions, 521 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,821
Holders Change
+183
Holders Change %
+11.17%
% of All Funds
29.38%
Holding in Top 10
397
Holding in Top 10 Change
+79
Holding in Top 10 Change %
+24.84%
% of All Funds
6.41%
New
290
Increased
794
Reduced
521
Closed
71
Calls
$47.7M
Puts
$15.4M
Net Calls
+$32.3M
Net Calls Change
-$7.88M

Top Buyers

1
RWP
RWA Wealth Partners
Massachusetts
+$580M
2
Morgan Stanley
Morgan Stanley
New York
+$137M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$133M
4
BlackRock
BlackRock
New York
+$132M
5
AIA
Angeles Investment Advisors
California
+$123M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$4.34B
2
Jones Financial Companies
Jones Financial Companies
Missouri
-$2.53B
3
AWA
Arete Wealth Advisors
Illinois
-$469M
4
SVCF
Silicon Valley Community Foundation
California
-$352M
5
PFO
Pathstone Family Office
New Jersey
-$191M
Name Holding Trade Value Shares
Change 		Shares
Change %
NL
226
NWAM LLC
Washington
$25.3M +$185K +1,319 +0.7%
TPCW
227
TD Private Client Wealth
New York
$24.8M -$243K -1,728 -1%
Financial Engines Advisors
228
Financial Engines Advisors
California
$24.7M +$6.39M +45,533 +35%
National Bank of Canada
229
National Bank of Canada
Quebec, Canada
$24.6M +$8.63M +61,507 +54%
SC
230
Sepio Capital
Utah
$24.4M -$13.6M -97,236 -36%
CWA
231
Cornerstone Wealth Advisors
Minnesota
$24.2M -$39.7K -283 -0.2%
MWM
232
MTC Wealth Management
Florida
$24.1M -$434K -3,092 -2%
GVAG
233
Great Valley Advisor Group
Delaware
$23.8M -$128K -909 -0.5%
HP
234
Hilltop Partners
Indiana
$23.8M +$23.8M +169,610 New
WA
235
Wealth Architects
California
$23.6M -$410K -2,923 -2%
MFWP
236
Mosaic Family Wealth Partners
Missouri
$23.2M +$23.2M +165,110 New
M&T Bank
237
M&T Bank
New York
$23M -$1.26M -8,944 -5%
CSWM
238
Cassady Schiller Wealth Management
Ohio
$22.8M +$1.3M +9,234 +6%
RIA
239
Retirement Investment Advisors
Oklahoma
$22.7M +$22.7M +161,766 New
TFA
240
Trinity Financial Advisors
Ohio
$22M +$96.4K +687 +0.4%
QIM
241
Quest Investment Management
Oregon
$21.9M -$1.26M -8,968 -5%
WFA
242
Wellspring Financial Advisors
Ohio
$21.9M +$10.6K +477 +0%
SWP
243
Stratos Wealth Partners
Ohio
$21.8M -$760K -5,417 -3%
AFG
244
AFS Financial Group
Maryland
$21.7M +$21.7M +154,522 New
DC
245
Davenport & Co
Virginia
$21.7M +$1.23M +8,781 +6%
SC
246
Stephens Consulting
Michigan
$21.6M +$5.29M +37,654 +32%
MCM
247
Manchester Capital Management
Vermont
$21.6M +$10.1M +72,264 +88%
Brown Advisory
248
Brown Advisory
Maryland
$21.5M +$772K +5,497 +4%
FVWA
249
Foster Victor Wealth Advisors
South Carolina
$21.5M -$851K -5,936 -4%
CC
250
Courier Capital
New York
$21.4M +$16.4K +117 +0.1%
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