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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 %
KA
551
Kovack Advisors
Florida
$5.76M +$696K +4,956 +14%
CAL
552
Capital Advisors Ltd
Ohio
$5.76M +$2.58M +18,389 +81%
ACP
553
Aveo Capital Partners
Colorado
$5.75M -$16.1K -115 -0.3%
KCM
554
Kathmere Capital Management
Pennsylvania
$5.73M +$136K +966 +2%
AA
555
Atmos Advisory
Pennsylvania
$5.72M +$5.19K +37 +0.1%
HIA
556
Harbor Investment Advisory
Maryland
$5.71M +$648K +4,618 +13%
SFG
557
Sovereign Financial Group
Connecticut
$5.69M -$1.08M -7,682 -16%
LPIC
558
LeJeune Puetz Investment Counsel
Michigan
$5.68M +$22K +157 +0.4%
MWA
559
Martel Wealth Advisors
Washington
$5.65M +$190K +1,356 +3%
CA
560
Cambridge Associates
Massachusetts
$5.64M +$972K +6,921 +21%
AIM
561
AMI Investment Management
Indiana
$5.45M -$16.8K -120 -0.3%
DAS
562
Dynamic Advisor Solutions
Arizona
$5.45M +$341K +2,432 +7%
PFM
563
Phillips Financial Management
Indiana
$5.43M -$41.5K -296 -0.8%
BJL
564
Brighton Jones LLC
Washington
$5.42M -$58.8K -419 -1%
WIM
565
Warwick Investment Management
Texas
$5.42M +$5.42M +38,596 New
AF
566
Advisornet Financial
Minnesota
$5.41M +$3.79K +27 +0.1%
RG
567
Retirement Group
California
$5.36M +$3.1M +22,116 +137%
WDL
568
Well Done LLC
Michigan
$5.33M -$1.3M -9,233 -20%
SG
569
Sharper & Granite
California
$5.33M +$5.33M +37,960 New
FA
570
Flagstar Advisors
New York
$5.27M -$223K -1,591 -4%
WFAG
571
Wescott Financial Advisory Group
Pennsylvania
$5.24M -$2.67K -19 -0.1%
RW
572
REDW Wealth
New Mexico
$5.23M +$1.35M +9,635 +35%
BS
573
Banco Santander
Spain
$5.21M -$770K -5,482 -13%
LWM
574
Lodestone Wealth Management
Washington
$5.2M +$5.2M +37,053 New
JWA
575
JFS Wealth Advisors
Pennsylvania
$5.2M +$128K +914 +3%
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