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 %
CAC
276
Certified Advisory Corp
Florida
$18.9M +$327K +2,331 +2%
WF
277
Warner Financial
Maryland
$18.9M +$813K +5,795 +4%
DSA
278
Droms Strauss Advisors
Missouri
$18.9M -$104K -738 -0.5%
OFP
279
OLIO Financial Planning
Virginia
$18.5M +$530K +3,773 +3%
CWA
280
CJM Wealth Advisers
Virginia
$18.3M +$3.69M +26,302 +25%
LSPW
281
Lake Street Private Wealth
Illinois
$18.3M +$1.34M +9,571 +8%
EWA
282
EverSource Wealth Advisors
Alabama
$18.3M +$9.97M +71,062 +120%
SGWM
283
Sterling Group Wealth Management
California
$18.2M +$18.2M +129,694 New
NWM
284
NEIRG Wealth Management
Massachusetts
$18.2M -$1.05M -7,500 -5%
WP
285
WealthShield Partners
North Carolina
$18.2M +$1.73M +12,359 +11%
PF
286
Parker Financial
Washington
$18M +$18M +128,083 New
BFA
287
Bragg Financial Advisors
North Carolina
$17.9M +$294K +2,096 +2%
VC
288
Veery Capital
Delaware
$17.9M -$157K -1,116 -0.9%
Bank of Montreal
289
Bank of Montreal
Ontario, Canada
$17.9M +$705K +4,871 +4%
LWM
290
Ledge Wealth Management
Minnesota
$17.8M +$1.08M +7,673 +6%
BHWM
291
Bay Harbor Wealth Management
Maryland
$17.8M -$251K -1,786 -1%
MFG
292
Merit Financial Group
Georgia
$17.7M +$7.12M +50,690 +67%
FCA
293
FLC Capital Advisors
California
$17.7M +$17.7M +125,939 New
Prudential Financial
294
Prudential Financial
New Jersey
$17.5M +$12.2M +87,158 +231%
TW
295
Towerpoint Wealth
California
$17.4M +$111K +793 +0.6%
SB
296
Strategic Blueprint
Georgia
$17.4M +$6.56M +46,703 +60%
PFS
297
Prospera Financial Services
Texas
$17.1M +$6.14M +43,722 +56%
ECM
298
Evergreen Capital Management
Washington
$17M -$612K -4,359 -3%
EA
299
Evolution Advisers
Virginia
$17M +$405K +2,887 +2%
AFS
300
Annapolis Financial Services
Maryland
$17M -$361K -2,574 -2%
10 11
12
13 14