VTV icon

Vanguard Value ETF
VTV

Overview Fund Activity

1,638 hedge funds and large institutions have $62B invested in Vanguard Value ETF in 2022 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 786 increasing their positions, 518 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,638
Holders Change
-14
Holders Change %
-0.85%
% of All Funds
28.32%
Holding in Top 10
318
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-1.55%
% of All Funds
5.5%
New
102
Increased
786
Reduced
518
Closed
92
Calls
$62.1M
Puts
$21.9M
Net Calls
+$40.2M
Net Calls Change
+$29.8M

Top Buyers

1
AIA
Angeles Investment Advisors
California
$292M
2
PFO
Pathstone Family Office
New Jersey
$179M
3
Bank of America
Bank of America
North Carolina
$14.6B
4
Goldman Sachs
Goldman Sachs
New York
$469M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$405M

Top Sellers

1
CIAS
CBIZ Investment Advisory Services
Ohio
$0
2
IMCOOI
Investment Management Corp of Ontario (IMCO)
Canada
$0
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$0
4
PAG
Private Advisor Group
New Jersey
$54.8M
5
SCM
SCS Capital Management
Massachusetts
$288M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIS
351
American Investment Services
Massachusetts
$9.42M +$164K +1,331 +2%
IDA
352
Intelligence Driven Advisers
California
$9.39M -$5.23M -40,742 -36%
BF
353
BOK Financial
Oklahoma
$9.36M +$345K +2,792 +4%
MFG
354
Merit Financial Group
Georgia
$9.34M -$1.05M -8,525 -10%
VWA
355
Visionary Wealth Advisors
Illinois
$9.25M +$251K +2,031 +3%
FFG
356
Frisch Financial Group
New York
$9.25M +$996K +8,068 +12%
H
357
HoyleCohen
California
$9.16M +$2.09M +16,932 +30%
WJA
358
Willis Johnson & Associates
Texas
$9.15M +$5.93M +47,987 +184%
AWM
359
Altus Wealth Management
Kentucky
$9.1M +$56.4K +457 +0.6%
Millennium Management
360
Millennium Management
New York
$9.05M +$4.43M +35,853 +96%
State Street
361
State Street
Massachusetts
$9.02M +$61.7K +500 +0.7%
FAP
362
Financial Advisory Partners
Florida
$9.01M +$135K +1,091 +2%
CWM
363
Cornerstone Wealth Management
Missouri
$8.97M +$91.7K +743 +1%
ACM
364
Advisors Capital Management
New Jersey
$8.96M +$4.46M +31,507 +99%
AWM
365
Avior Wealth Management
Nebraska
$8.91M +$289K +2,337 +3%
RWI
366
Red Wave Investments
Pennsylvania
$8.9M – – –
NRI
367
NFP Retirement Inc
California
$8.82M +$67.2K +544 +0.8%
SPC
368
Sigma Planning Corp
Michigan
$8.78M -$981K -7,943 -10%
KFGK
369
Keystone Financial Group (Kentucky)
Kentucky
$8.67M -$43.3K -351 -0.5%
LIG
370
Lokken Investment Group
Delaware
$8.67M +$44.1K +357 +0.5%
APP
371
Avantax Planning Partners
Iowa
$8.59M +$724K +5,860 +9%
RPWA
372
Regent Peak Wealth Advisors
Georgia
$8.53M +$80.3K +650 +0.9%
BWM
373
Boyd Wealth Management
California
$8.51M -$732K -5,928 -8%
CWAG
374
Compton Wealth Advisory Group
Virginia
$8.5M +$718K +5,813 +9%
AWP
375
Ascent Wealth Partners
New York
$8.48M +$8.48M +68,686 New
13 14
15
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