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 %
FA
351
FDx Advisors
Illinois
$12.9M -$720K -5,127 -5%
EC
352
EdgeRock Capital
Colorado
$12.8M +$4.54M +32,357 +55%
SHWM
353
Smith & Howard Wealth Management
Georgia
$12.8M +$97.7K +696 +0.8%
PFA
354
Pure Financial Advisors
California
$12.7M -$445K -3,168 -3%
GSIS
355
Global Strategic Investment Solutions
Arizona
$12.7M -$6.72M -47,864 -35%
CCA
356
Checchi Capital Advisers
California
$12.7M +$9.04M +64,387 +248%
TC
357
Tenret Company
Florida
$12.6M +$225K +1,605 +2%
H
358
HoyleCohen
California
$12.6M +$2.21M +15,737 +21%
SCM
359
SOL Capital Management
Maryland
$12.6M -$120K -856 -0.9%
UB
360
UMB Bank
Missouri
$12.6M +$989K +7,048 +9%
AG
361
Ascent Group
Virginia
$12.3M +$171K +1,215 +1%
EGA
362
E&G Advisors
Texas
$12.2M +$440K +3,133 +4%
KPWG
363
KFA Private Wealth Group
Virginia
$12.2M +$96.2K +685 +0.8%
DT
364
Daniels + Tansey
Delaware
$12M -$391K -2,786 -3%
WLIM
365
White Lighthouse Investment Management
Massachusetts
$12M -$683K -4,869 -5%
VWA
366
Visionary Wealth Advisors
Illinois
$12M +$1.5M +10,705 +14%
CWA
367
Continuum Wealth Advisors
New York
$12M +$12M +85,518 New
GFWA
368
Grey Fox Wealth Advisors
Delaware
$11.9M +$11.9M +84,639 New
WCM
369
Windham Capital Management
Massachusetts
$11.9M -$1.98M -14,122 -14%
SCP
370
Stevens Capital Partners
Nebraska
$11.7M +$11.7M +83,603 New
FAM
371
Frontier Asset Management
Wyoming
$11.7M -$2.04M -14,568 -15%
AWM
372
Apollon Wealth Management
South Carolina
$11.7M +$2.09M +14,896 +22%
MA
373
Mangham Associates
Virginia
$11.6M +$633K +4,509 +6%
FUBT
374
First United Bank & Trust
Maryland
$11.5M -$318K -2,269 -3%
MPCG
375
Matrix Private Capital Group
New York
$11.5M -$113K -806 -1%
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15
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