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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 %
Millennium Management
476
Millennium Management
New York
$7.64M -$2.65M -18,896 -26%
SWA
477
Sax Wealth Advisors
New Jersey
$7.62M -$147K -1,048 -2%
LFP
478
Leeward Financial Partners
Washington
$7.58M +$4.06M +28,923 +115%
WTA
479
Washington Trust Advisors
Massachusetts
$7.58M -$15M -107,097 -66%
FHA
480
First Horizon Advisors
Tennessee
$7.57M +$140 +1 +0%
EFS
481
Essex Financial Services
Connecticut
$7.57M +$960K +6,842 +15%
MMPW
482
Mitchell McLeod Pugh & Williams
Alabama
$7.54M +$1.16M +8,247 +18%
PA
483
Planning Alternatives
Michigan
$7.49M -$65.3K -465 -0.9%
SWA
484
Safir Wealth Advisors
New Hampshire
$7.47M -$30.9K -220 -0.4%
KNFPWM
485
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$7.37M +$7.37M +52,506 New
CFO
486
Collective Family Office
Pennsylvania
$7.33M -$711K -5,064 -9%
NFG
487
Nations Financial Group
Iowa
$7.17M +$283K +2,017 +4%
TYCC
488
Texas Yale Capital Corp
Florida
$7.15M +$85.8K +611 +1%
LSAG
489
Lake Street Advisors Group
New Hampshire
$7.15M +$1M +7,140 +16%
EIP
490
Ellis Investment Partners
Pennsylvania
$7.08M +$3.02M +21,502 +74%
WCA
491
Waypoint Capital Advisors
Minnesota
$7.07M +$930K +6,624 +15%
KWS
492
Keystone Wealth Services
California
$7.04M -$158K -1,125 -2%
BDF
493
Black Diamond Financial
Maryland
$7.03M +$938K +6,680 +15%
CIC
494
Cutler Investment Counsel
Oregon
$7.02M +$1.16M +8,286 +20%
VNA
495
Valley National Advisers
Pennsylvania
$7.01M +$5.64M +39,169 +410%
GIA
496
Gladstone Institutional Advisory
Florida
$7M +$32.3K +230 +0.5%
OCPWS
497
One Charles Private Wealth Services
Massachusetts
$6.99M +$302K +2,151 +5%
Neuberger Berman Group
498
Neuberger Berman Group
New York
$6.98M -$9.13M -65,048 -57%
LWAC
499
Laurel Wealth Advisors (California)
California
$6.94M -$232K -1,652 -3%
HWM
500
HB Wealth Management
Georgia
$6.93M -$185K -1,317 -3%
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