VTV icon

Vanguard Value ETF
VTV

Overview Fund Activity

1,638 hedge funds and large institutions have $62B invested in Vanguard Value ETF in 2022 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 786 increasing their positions, 518 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,638
Holders Change
-14
Holders Change %
-0.85%
% of All Funds
28.32%
Holding in Top 10
318
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-1.55%
% of All Funds
5.5%
New
102
Increased
786
Reduced
518
Closed
92
Calls
$62.1M
Puts
$21.9M
Net Calls
+$40.2M
Net Calls Change
+$29.8M

Top Buyers

1
AIA
Angeles Investment Advisors
California
+$292M
2
PFO
Pathstone Family Office
New Jersey
+$134M
3
Bank of America
Bank of America
North Carolina
+$130M
4
Goldman Sachs
Goldman Sachs
New York
+$96.4M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$79.6M

Top Sellers

1
CIAS
CBIZ Investment Advisory Services
Ohio
-$173M
2
IMCOOI
Investment Management Corp of Ontario (IMCO)
Canada
-$132M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$69.9M
4
PAG
Private Advisor Group
New Jersey
-$62M
5
SCM
SCS Capital Management
Massachusetts
-$56.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
RW
576
REDW Wealth
New Mexico
$3.41M -$545K -4,418 -14%
NB
577
Nicolet Bankshares
Wisconsin
$3.39M -$97.8K -792 -3%
HHRDM
578
H&H Retirement Design & Management
Nevada
$3.39M -$635K -5,030 -16%
DWT
579
Dorsey & Whitney Trust
South Dakota
$3.38M +$928K +7,516 +38%
KTM
580
Keeler Thomas Management
Utah
$3.35M +$3.35M +15,668 New
TC
581
Tacita Capital
Ontario, Canada
$3.31M -$101K -815 -3%
MW
582
Marcum Wealth
Ohio
$3.3M -$457K -3,703 -12%
CG
583
Caprock Group
Idaho
$3.27M +$171K +1,383 +6%
WWM
584
Western Wealth Management
Colorado
$3.25M +$1.22M +9,865 +60%
FFP
585
Forbes Financial Planning
Rhode Island
$3.25M +$632K +5,114 +24%
CS
586
Credit Suisse
Switzerland
$3.22M +$2.29M +18,524 +244%
CCA
587
Checchi Capital Advisers
California
$3.21M +$2.84M +23,011 +777%
CWM
588
Connecticut Wealth Management
Connecticut
$3.2M +$1.15M +9,344 +56%
BP
589
BBR Partners
New York
$3.2M -$2.38M -19,277 -43%
GWMIA
590
Global Wealth Management Investment Advisory
Florida
$3.19M -$43.6K -353 -1%
IAG
591
Investment Advisory Group
Massachusetts
$3.18M +$341K +2,759 +12%
BST
592
Bath Savings Trust
Maine
$3.18M +$111K +899 +4%
CA
593
CoreCap Advisors
Michigan
$3.13M +$465K +3,769 +17%
DWM
594
Destination Wealth Management
California
$3.12M +$194K +1,573 +7%
LFP
595
Leeward Financial Partners
Washington
$3.1M +$8.15K +66 +0.3%
UBG
596
United Bank (Georgia)
Georgia
$3.09M -$43.6K -353 -1%
AWM
597
Axxcess Wealth Management
California
$3.08M -$399K -3,233 -11%
SWM
598
Soundmark Wealth Management
Washington
$3.08M +$677K +5,479 +28%
IAA
599
Ironsides Asset Advisors
North Carolina
$3.05M +$1.98K +16 +0.1%
HWA
600
Hillcrest Wealth Advisors
New Jersey
$3.02M – – –
22 23
24
25 26