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 %
AWM
401
Altus Wealth Management
Kentucky
$10M -$312K -2,220 -3%
CAM
402
Clark Asset Management
New Hampshire
$10M +$10M +71,489 New
AWP
403
Ascent Wealth Partners
New York
$9.96M +$321K +2,290 +3%
FAP
404
Financial Advisory Partners
Florida
$9.93M -$307K -2,189 -3%
RWI
405
Red Wave Investments
Pennsylvania
$9.91M -$214K -1,524 -2%
KDA
406
Kraft Davis & Associates
Missouri
$9.9M +$9.9M +68,991 New
TC
407
TownSquare Capital
Utah
$9.88M +$9.41M +67,055 +2,031%
BBWP
408
Beacon Bridge Wealth Partners
Pennsylvania
$9.86M +$9.86M +70,251 New
ACM
409
Advisors Capital Management
New Jersey
$9.86M +$970K +6,910 +11%
SWM
410
Southern Wealth Management
Texas
$9.83M +$2.62M +18,645 +36%
DPI
411
Diversified Portfolios Inc
Michigan
$9.82M +$402K +2,863 +4%
CFSG
412
Clark Financial Services Group
Missouri
$9.79M +$145K +1,030 +1%
KFGK
413
Keystone Financial Group (Kentucky)
Kentucky
$9.77M -$87.5K -623 -0.9%
IA
414
IFG Advisory
Georgia
$9.71M +$355K +2,529 +4%
RPWA
415
Regent Peak Wealth Advisors
Georgia
$9.7M +$2.25K +16 +0%
CWAG
416
Compton Wealth Advisory Group
Virginia
$9.68M +$17.8K +127 +0.2%
APP
417
Avantax Planning Partners
Iowa
$9.62M -$142K -1,010 -1%
BBA
418
BLB&B Advisors
Pennsylvania
$9.57M +$988K +7,040 +12%
EPA
419
Element Pointe Advisors
Florida
$9.47M +$3.47M +24,745 +58%
PWM
420
Perigon Wealth Management
California
$9.46M +$6.18M +44,045 +189%
ICMARC
421
International City Management Association Retirement Corp
District of Columbia
$9.38M +$9.38M +66,800 New
TPW
422
Tiller Private Wealth
Pennsylvania
$9.28M +$437K +3,115 +5%
SSW
423
Stone Summit Wealth
Florida
$9.26M +$1.58M +11,288 +21%
CWP
424
Cyndeo Wealth Partners
Florida
$9.25M +$9.25M +65,869 New
WAP
425
Wealthcare Advisory Partners
Pennsylvania
$9.22M +$171K +1,215 +2%
15 16
17
18 19