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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 %
TFA
526
TPG Financial Advisors
Oregon
$6.4M -$1.17M -8,343 -15%
MOS
527
MGO One Seven
Ohio
$6.4M -$652K -4,646 -9%
CWM
528
Connecticut Wealth Management
Connecticut
$6.38M +$2.73M +19,474 +75%
GBT
529
Grove Bank & Trust
Florida
$6.37M +$72K +513 +1%
SFM
530
Signet Financial Management
New Jersey
$6.36M +$38.9K +277 +0.6%
CF
531
Corrigan Financial
Rhode Island
$6.35M -$151K -1,075 -2%
GWSA
532
Global Wealth Strategies & Associates
Colorado
$6.33M +$6.33M +45,121 New
BFA
533
Beaumont Financial Advisors
Massachusetts
$6.33M -$666K -4,748 -10%
Wealthfront Advisers
534
Wealthfront Advisers
California
$6.32M +$1.44M +10,249 +29%
Lido Advisors
535
Lido Advisors
California
$6.26M +$458K +3,261 +8%
PA
536
Prism Advisors
California
$6.25M -$840K -5,986 -12%
JFG
537
JMG Financial Group
Illinois
$6.24M +$451K +3,212 +8%
ICP
538
Interchange Capital Partners
Pennsylvania
$6.2M +$296K +2,106 +5%
CTA
539
Chesley Taft & Associates
Illinois
$6.11M +$232K +1,656 +4%
CAMG
540
CWA Asset Management Group
Florida
$6.11M +$2.03M +14,477 +50%
OW
541
Olistico Wealth
Oklahoma
$6.1M +$6.1M +43,465 New
WPWM
542
Windward Private Wealth Management
Kansas
$6.08M -$690K -4,915 -10%
IGWM
543
ICA Group Wealth Management
Colorado
$6.08M +$501K +3,540 +9%
D
544
Dentgroup
Louisiana
$6.06M +$199K +1,416 +3%
MWM
545
Merriman Wealth Management
Washington
$5.9M +$4.23M +30,169 +254%
WS
546
Wedbush Securities
California
$5.88M +$1.69M +12,054 +40%
AA
547
Ancora Advisors
Ohio
$5.88M -$483K -3,442 -8%
CA
548
CGN Advisors
Kansas
$5.84M +$303K +2,157 +5%
BAM
549
Belpointe Asset Management
Nevada
$5.79M +$416K +2,967 +8%
WAM
550
Weinberger Asset Management
California
$5.78M +$240K +1,712 +4%
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