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 %
HR
451
Hardy Reed
Mississippi
$8.26M +$8.26M +58,857 New
ZF
452
Zhang Financial
Michigan
$8.22M +$2.92M +20,810 +55%
CIAS
453
CBIZ Investment Advisory Services
Ohio
$8.2M +$8.2M +58,417 New
CBFP
454
Cedar Brook Financial Partners
Ohio
$8.19M +$2.73M +19,440 +50%
HI
455
Harbour Investments
Wisconsin
$8.17M +$1.42M +10,126 +21%
VA
456
Valmark Advisers
Ohio
$8.15M +$1.75M +12,471 +27%
MAG
457
Mokosak Advisory Group
Iowa
$8.14M -$140K -998 -2%
HPWM
458
High Pines Wealth Management
Massachusetts
$8.1M +$25.3K +180 +0.3%
PWAC
459
Private Wealth Advisors (California)
California
$8.07M -$35.7K -254 -0.4%
GWM
460
Gray Wealth Management
Maine
$8.02M +$542K +3,861 +7%
KOC
461
Koss-Olinger Consulting
Florida
$8M +$8M +57,011 New
BF
462
BOK Financial
Oklahoma
$8M -$2.64M -18,785 -25%
CB
463
Commerce Bank
Missouri
$7.98M -$313K -2,232 -4%
APG
464
Abacus Planning Group
South Carolina
$7.98M +$372K +2,648 +5%
MCA
465
Maryland Capital Advisors
Maryland
$7.97M -$354K -2,525 -4%
EA
466
Eclectic Associates
California
$7.96M +$665K +4,740 +9%
APC
467
Asset Planning Corporation
Tennessee
$7.94M +$97.8K +697 +1%
RA
468
Riversedge Advisors
Delaware
$7.91M +$178K +1,269 +2%
PAS
469
Park Avenue Securities
New York
$7.86M +$575K +4,097 +8%
SFS
470
Sowell Financial Services
Arkansas
$7.79M +$1.9M +13,540 +32%
CFGS
471
Concourse Financial Group Securities
Alabama
$7.77M -$238K -1,696 -3%
HCP
472
Hexagon Capital Partners
Arkansas
$7.7M -$464K -3,306 -6%
OC
473
Oppenheimer & Co
New York
$7.67M +$387K +2,754 +5%
MAS
474
Madden Advisory Services
Florida
$7.67M +$99.9K +712 +1%
GSWM
475
Greenup Street Wealth Management
Michigan
$7.67M +$787K +5,609 +11%
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