VTV icon

Vanguard Value ETF
VTV

Overview Fund Activity

1,652 hedge funds and large institutions have $65B invested in Vanguard Value ETF in 2022 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 828 increasing their positions, 468 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,652
Holders Change
+12
Holders Change %
+0.73%
% of All Funds
27.93%
Holding in Top 10
323
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+5.9%
% of All Funds
5.46%
New
121
Increased
828
Reduced
468
Closed
85
Calls
$44.4M
Puts
$34.1M
Net Calls
+$10.3M
Net Calls Change
-$7.6M

Top Buyers

1
SVCF
Silicon Valley Community Foundation
California
$376M
2
CIAS
CBIZ Investment Advisory Services
Ohio
$173M
3
Morgan Stanley
Morgan Stanley
New York
$3.7B
4
PCIG
Partners Capital Investment Group
Massachusetts
$225M
5
PPFA
Provida Pension Fund Administrator
Chile
$469M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$9.34B
2
IMCOOI
Investment Management Corp of Ontario (IMCO)
Canada
$132M
3
Bank of America
Bank of America
North Carolina
$15.4B
4
Betterment LLC
Betterment LLC
New York
$1.6B
5
AF
Ally Financial
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
251
Ashford Advisors
New York
$17.8M +$17.8M +134,890 New
GIA
252
Gladstone Institutional Advisory
Florida
$17.7M +$385K +2,918 +2%
DSA
253
Droms Strauss Advisors
Missouri
$17.6M -$89.7K -680 -0.5%
SIA
254
Strategic Investment Advisors
Michigan
$17.4M +$3.02M +22,920 +21%
AWA
255
Arete Wealth Advisors
Illinois
$17.4M +$1.31M +9,957 +8%
MIAN
256
Mariner Independent Advisor Network
Kansas
$17.4M +$2.57M +19,346 +17%
ECM
257
Evergreen Capital Management
Washington
$17.3M -$939K -7,121 -5%
WANY
258
Wealthspire Advisors (New York)
New York
$17.3M +$6.84M +51,865 +65%
MAM
259
Meeder Asset Management
Ohio
$17.1M +$5.02M +38,036 +42%
SW
260
SlateStone Wealth
Florida
$17.1M +$3.23M +24,512 +23%
SWM
261
Spire Wealth Management
Virginia
$17.1M -$634K -4,807 -4%
AFS
262
Annapolis Financial Services
Maryland
$16.9M -$365K -2,767 -2%
AWM
263
Altium Wealth Management
New York
$16.9M +$1.89M +14,296 +13%
FA
264
FDx Advisors
Illinois
$16.8M -$400K -3,034 -2%
VC
265
Veery Capital
Delaware
$16.7M +$773K +5,862 +5%
CAC
266
Certified Advisory Corp
Florida
$16.6M +$3.8M +28,830 +30%
Bessemer Group
267
Bessemer Group
New Jersey
$16.6M +$3.92M +29,707 +31%
OFP
268
OLIO Financial Planning
Virginia
$16.6M +$2.17M +16,439 +15%
BHWM
269
Bay Harbor Wealth Management
Maryland
$16.5M -$700K -5,306 -4%
PWM
270
PRW Wealth Management
Massachusetts
$16.3M +$750K +5,684 +5%
LGA
271
Lebenthal Global Advisors
New York
$16.3M -$171K -1,300 -1%
Brown Advisory
272
Brown Advisory
Maryland
$16.3M +$1.88M +14,219 +13%
TW
273
Towerpoint Wealth
California
$16.1M -$1.17M -8,890 -7%
MSA
274
Marino Stram & Associates
Massachusetts
$16M +$1.67M +12,674 +12%
WF
275
Warner Financial
Maryland
$15.9M +$346K +2,624 +2%
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