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 %
MAG
401
Mokosak Advisory Group
Iowa
$7.27M +$1.37M +11,102 +23%
HCP
402
Hexagon Capital Partners
Arkansas
$7.18M -$128K -1,038 -2%
PWAC
403
Private Wealth Advisors (California)
California
$7.13M +$31.9K +258 +0.4%
HPWM
404
High Pines Wealth Management
Massachusetts
$7.11M +$15.4K +125 +0.2%
TIM
405
Tortoise Investment Management
New York
$7.1M +$725K +5,868 +11%
SWM
406
Southern Wealth Management
Texas
$7.09M +$4.94M +35,773 +229%
FNBOO
407
First National Bank of Omaha
Nebraska
$7.09M -$329K -2,665 -4%
CFO
408
Collective Family Office
Pennsylvania
$7.07M -$949K -7,685 -12%
CFGS
409
Concourse Financial Group Securities
Alabama
$7.04M -$161K -1,302 -2%
EFG
410
Everhart Financial Group
Ohio
$7.03M +$1.23M +9,935 +21%
GAM
411
Gemmer Asset Management
California
$7.01M +$2.25M +18,211 +47%
CFP
412
Curran Financial Partners
South Carolina
$6.92M +$531K +4,303 +8%
MAM
413
McLean Asset Management
Virginia
$6.91M +$359K +2,853 +5%
KCM
414
Karp Capital Management
California
$6.9M +$284K +2,297 +4%
APC
415
Asset Planning Corporation
Tennessee
$6.9M +$63.7K +516 +0.9%
SWA
416
Sax Wealth Advisors
New Jersey
$6.83M +$502K +4,062 +8%
RA
417
Riversedge Advisors
Delaware
$6.8M +$498K +4,030 +8%
RSWM
418
Robertson Stephens Wealth Management
California
$6.8M -$2.05M -16,605 -23%
TCA
419
Transcend Capital Advisors
New Jersey
$6.79M +$18K +146 +0.3%
RWA
420
Redhawk Wealth Advisors
Minnesota
$6.76M +$192K +1,554 +3%
SSW
421
Stone Summit Wealth
Florida
$6.75M +$661K +5,354 +11%
APG
422
Abacus Planning Group
South Carolina
$6.69M +$1.35M +10,899 +25%
TFA
423
TPG Financial Advisors
Oregon
$6.66M -$373K -3,019 -5%
FHA
424
First Horizon Advisors
Tennessee
$6.66M -$309K -2,500 -4%
MAS
425
Madden Advisory Services
Florida
$6.66M -$159K -1,287 -2%
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