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 %
SPC
426
Sigma Planning Corp
Michigan
$9.16M -$816K -5,812 -8%
AWS
427
Aspen Wealth Strategies
Colorado
$9.14M +$9.14M +65,143 New
AA
428
AJ Advisors
Tennessee
$9.08M +$9.08M +64,679 New
JWCA
429
J.W. Cole Advisors
Florida
$9.06M -$157K -1,117 -2%
HNB
430
Huntington National Bank
Ohio
$8.99M -$8.04M – –
NAS
431
Nicolet Advisory Services
Wisconsin
$8.98M +$1.68M +11,683 +23%
HSA
432
HBK Sorce Advisory
Pennsylvania
$8.89M +$8.3M +59,122 +1,398%
OPPS
433
Obsidian Personal Planning Solutions
Maryland
$8.85M -$9.55K -68 -0.1%
MCC
434
Money Concepts Capital
Florida
$8.84M +$5.71M +40,652 +182%
IA
435
IFP Advisors
Florida
$8.77M +$812K +13,845 +10%
LPAM
436
Lodestar Private Asset Management
California
$8.76M +$8.76M +62,383 New
CMA
437
Cedar Mountain Advisors
Oregon
$8.74M -$167K -1,188 -2%
AM
438
AGF Management
Ontario, Canada
$8.73M +$8.73M +62,183 New
BIP
439
Blueprint Investment Partners
North Carolina
$8.71M -$204K -1,453 -2%
CPIG
440
Chicago Partners Investment Group
Illinois
$8.68M +$382K +2,645 +5%
ACA
441
Ackerman Capital Advisors
Texas
$8.62M -$472K -3,366 -5%
BAM
442
Beaumont Asset Management
Texas
$8.55M +$1.24M +8,846 +17%
TIM
443
Tortoise Investment Management
New York
$8.49M +$428K +3,046 +5%
MAM
444
McLean Asset Management
Virginia
$8.46M +$767K +5,467 +10%
SAG
445
SageView Advisory Group
California
$8.46M +$8.46M +60,274 New
YWS
446
Yarger Wealth Strategies
Ohio
$8.41M +$30.7K +219 +0.4%
VBWMG
447
Von Berge Wealth Management Group
California
$8.38M -$312K -2,176 -4%
BCM
448
BTC Capital Management
Iowa
$8.38M -$69.9K -498 -0.8%
GAM
449
Gemmer Asset Management
California
$8.34M +$372K +2,653 +5%
RWA
450
Redhawk Wealth Advisors
Minnesota
$8.33M +$643K +4,581 +8%
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