VTV icon

Vanguard Value ETF
VTV

Overview Fund Activity

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

Top Buyers

1
PPFA
Provida Pension Fund Administrator
Chile
+$365M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$285M
3
BlackRock
BlackRock
New York
+$243M
4
CIAS
CBIZ Investment Advisory Services
Ohio
+$207M
5
Ameriprise
Ameriprise
Minnesota
+$121M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$298M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$144M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$75.6M
4
PAG
Private Advisor Group
New Jersey
-$70.3M
5
TAIM
TD Ameritrade Investment Management
Nebraska
-$65.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
426
Avior Wealth Management
Nebraska
$6.39M -$467K -3,176 -7%
Lido Advisors
427
Lido Advisors
California
$6.33M -$347K -2,359 -5%
RCM
428
Regency Capital Management
Hawaii
$6.32M +$6.32M +42,971 New
MA
429
Mutual Advisors
Nebraska
$6.31M -$27.5K -187 -0.4%
C
430
Clearshares
New York
$6.29M – – –
OCPWS
431
One Charles Private Wealth Services
Massachusetts
$6.25M -$195K -1,327 -3%
JIC
432
Johnson Investment Counsel
Ohio
$6.05M +$154K +1,047 +3%
Susquehanna International Group
433
Susquehanna International Group
Pennsylvania
$6.03M +$3.14M +21,326 +108%
AA
434
Atmos Advisory
Pennsylvania
$5.99M +$5.99M +40,738 New
SFS
435
Sowell Financial Services
Arkansas
$5.99M -$873K -5,935 -13%
GIA
436
Gladstone Institutional Advisory
Florida
$5.99M +$471K +3,203 +9%
ICP
437
Interchange Capital Partners
Pennsylvania
$5.94M +$4.89M +33,247 +467%
PFM
438
Phillips Financial Management
Indiana
$5.88M -$1.47K -10 -0%
GBT
439
Grove Bank & Trust
Florida
$5.81M +$21.9K +149 +0.4%
FNBOO
440
First National Bank of Omaha
Nebraska
$5.78M +$261K +1,771 +5%
CSPIA
441
Cary Street Partners Investment Advisory
Virginia
$5.75M +$405K +2,750 +8%
LHWM
442
Lake Hills Wealth Management
Texas
$5.67M +$5.67M +38,525 New
MCM
443
Manchester Capital Management
Vermont
$5.66M +$166K +1,125 +3%
DW
444
Domani Wealth
Pennsylvania
$5.63M -$11.3K -77 -0.2%
BCP
445
Berkeley Capital Partners
Georgia
$5.62M +$4.58M +31,162 +445%
MW
446
Marcum Wealth
Ohio
$5.61M -$183K -1,241 -3%
LPIC
447
LeJeune Puetz Investment Counsel
Michigan
$5.61M +$185K +1,260 +3%
BFA
448
Beaumont Financial Advisors
Massachusetts
$5.59M +$83.6K +568 +2%
AF
449
Advisornet Financial
Minnesota
$5.55M +$1.82M +12,357 +49%
MWA
450
Martel Wealth Advisors
Washington
$5.53M +$57.7K +392 +1%
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