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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 %
DW
501
Domani Wealth
Pennsylvania
$6.93M +$1.53M +10,901 +28%
EPM
502
Elm Partners Management
Pennsylvania
$6.91M +$2.03M +14,486 +42%
SB
503
Simmons Bank
Arkansas
$6.83M -$224K -1,593 -3%
PA
504
PFG Advisors
Arizona
$6.82M +$2.33M +16,622 +52%
RWRC
505
R.W. Roge & Company
New York
$6.81M +$92.9K +662 +1%
FHC
506
First Heartland Consultants
Missouri
$6.79M +$195K +1,387 +3%
EFG
507
Everhart Financial Group
Ohio
$6.78M -$1.21M -8,603 -15%
Comerica Bank
508
Comerica Bank
Texas
$6.78M -$186K -1,295 -3%
LFS
509
Lutz Financial Services
Nebraska
$6.78M +$1.1M +7,845 +19%
EA
510
Emerald Advisors
Washington
$6.77M +$1.44M +10,237 +27%
SFP
511
Sandbox Financial Partners
Maryland
$6.74M +$515K +3,668 +8%
SC
512
Savant Capital
Illinois
$6.71M -$2.56M -18,461 -28%
TFGT
513
TS Financial Group (TSFG)
Illinois
$6.7M +$2.51M +17,895 +60%
KWM
514
Keebeck Wealth Management
Illinois
$6.66M – – –
FLA
515
Financial Life Advisors
Texas
$6.66M -$530K -3,778 -7%
AA
516
Axiom Advisory
California
$6.59M -$113K -806 -2%
PCMC
517
Paragon Capital Management (Colorado)
Colorado
$6.57M +$238K +1,692 +4%
IIC
518
Integrated Investment Consultants
Michigan
$6.51M -$137K -975 -2%
LWP
519
Lumature Wealth Partners
Georgia
$6.49M -$22.7K -162 -0.3%
FPAS
520
Focus Partners Advisor Solutions
Missouri
$6.47M +$834K +5,942 +15%
ACM
521
AlphaStar Capital Management
North Carolina
$6.47M -$314K -2,238 -5%
CCA
522
Cora Capital Advisors
New Jersey
$6.44M +$6.44M +45,909 New
IWC
523
Integrated Wealth Concepts
Massachusetts
$6.43M +$400K +2,849 +7%
DP
524
Denver PWM
Colorado
$6.43M +$96K +684 +2%
USCWA
525
U.S. Capital Wealth Advisors
Texas
$6.42M +$474K +3,380 +8%
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