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 %
AA
251
Aire Advisors
California
$21.4M +$1.49M +10,626 +8%
WAAG
252
Wealth Alliance Advisory Group
Kansas
$21.3M +$732K +5,218 +4%
SIM
253
Studio Investment Management
Illinois
$21.3M +$445K +3,168 +2%
AWE
254
Avidian Wealth Enterprises
Texas
$21.2M +$1.42M +10,146 +7%
NFC
255
Northeast Financial Consultants
Connecticut
$20.9M +$592K +4,216 +3%
CCM
256
Coldstream Capital Management
Washington
$20.7M +$20.7M +147,353 New
QFA
257
Quattro Financial Advisors
Texas
$20.6M +$20.6M +146,646 New
HWM
258
Hemington Wealth Management
Virginia
$20.5M -$660K -4,705 -3%
AWM
259
AAF Wealth Management
Massachusetts
$20.4M -$144K -1,028 -0.7%
TGAM
260
TBH Global Asset Management
Tennessee
$20.4M -$3.02M -21,487 -13%
CA
261
Cresta Advisors
Texas
$20.3M +$704K +5,015 +4%
TCM
262
TD Capital Management
Tennessee
$20.3M -$402K -2,863 -2%
AA
263
Ashford Advisors
New York
$20.2M +$1.24M +8,828 +7%
RSWM
264
Robertson Stephens Wealth Management
California
$20.1M +$12.4M +88,447 +161%
FAT
265
First American Trust
California
$20.1M -$416K -2,964 -2%
Mirae Asset Global Investments
266
Mirae Asset Global Investments
South Korea
$19.9M +$1.12M +8,000 +6%
OPAM
267
Ocean Park Asset Management
California
$19.9M +$19.9M +141,500 New
OBWG
268
Onyx Bridge Wealth Group
New York
$19.7M +$5.6M +39,026 +40%
HWA
269
Heartwood Wealth Advisors
Virginia
$19.7M -$1.59M -11,293 -7%
MSA
270
Marino Stram & Associates
Massachusetts
$19.7M +$1.11M +7,934 +6%
SIC
271
Sigma Investment Counselors
Michigan
$19.7M +$285K +2,027 +1%
KIM
272
Karpus Investment Management
New York
$19.7M +$3.32M +23,662 +20%
BCIM
273
Bishop & Co Investment Management
Pennsylvania
$19.6M -$765K -5,449 -4%
CCM
274
Carlson Capital Management
Minnesota
$19.5M -$921K -6,561 -5%
SIA
275
Strategic Investment Advisors
Michigan
$19.1M -$117K -835 -0.6%
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