VTV icon

Vanguard Value ETF

1,575 hedge funds and large institutions have $64.4B invested in Vanguard Value ETF in 2021 Q4 according to their latest regulatory filings, with 325 funds opening new positions, 682 increasing their positions, 357 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,575
Holders Change
+240
Holders Change %
+17.98%
% of All Funds
24.32%
Holding in Top 10
277
Holding in Top 10 Change
+69
Holding in Top 10 Change %
+33.17%
% of All Funds
4.28%
New
325
Increased
682
Reduced
357
Closed
58
Calls
$31.2M
Puts
$14.9M
Net Calls
+$16.3M
Net Calls Change
-$1.28M
Name Holding Trade Value Shares
Change
Shares
Change %
EGA
326
E&G Advisors
Texas
$10.9M +$3.04M +20,688 +39%
AIS
327
American Investment Services
Massachusetts
$10.9M -$6.52M -44,309 -37%
KPWG
328
KFA Private Wealth Group
Virginia
$10.8M +$568K +3,864 +6%
CWM
329
Cornerstone Wealth Management
Missouri
$10.7M -$51.8K -352 -0.5%
UB
330
UMB Bank
Missouri
$10.7M +$1.23M +8,334 +13%
LIG
331
Lokken Investment Group
Delaware
$10.6M +$289K +1,962 +3%
SPC
332
Sigma Planning Corp
Michigan
$10.5M +$839K +5,703 +9%
GWM
333
Greenhouse Wealth Management
Connecticut
$10.4M -$160K -1,091 -2%
RWG
334
Ratio Wealth Group
Colorado
$10.4M +$523K +3,552 +5%
CFSG
335
Clark Financial Services Group
Missouri
$10.2M +$808K +5,494 +9%
Neuberger Berman Group
336
Neuberger Berman Group
New York
$10.1M +$82.5K +561 +0.8%
SW
337
SlateStone Wealth
Florida
$10M +$255K +1,733 +3%
FFG
338
Fullen Financial Group
Ohio
$9.91M -$46.5K -316 -0.5%
Carson Wealth (CWM LLC)
339
Carson Wealth (CWM LLC)
Nebraska
$9.85M +$9.85M +66,979 New
RSWM
340
Robertson Stephens Wealth Management
California
$9.75M -$3.15M -21,406 -24%
KFGK
341
Keystone Financial Group (Kentucky)
Kentucky
$9.71M +$117K +795 +1%
BCM
342
BTC Capital Management
Iowa
$9.67M +$456K +3,098 +5%
HNB
343
Huntington National Bank
Ohio
$9.5M -$8.18M -24,919 Closed
APP
344
Avantax Planning Partners
Iowa
$9.46M +$6.62K +45 +0.1%
MOS
345
MGO One Seven
Ohio
$9.46M +$148K +1,005 +2%
RPWA
346
Regent Peak Wealth Advisors
Georgia
$9.31M +$19.3K +131 +0.2%
WP
347
Wealthspan Partners
Iowa
$9.18M +$9.18M +62,426 New
IC
348
Intersect Capital
California
$9.05M -$485K -3,297 -5%
KWS
349
Keystone Wealth Services
California
$8.96M +$8.96M +60,891 New
KPWS
350
Kestra Private Wealth Services
Texas
$8.87M +$3.27M +22,260 +58%