VTV icon

Vanguard Value ETF
VTV

Overview Fund Activity

1,652 hedge funds and large institutions have $65B invested in Vanguard Value ETF in 2022 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 828 increasing their positions, 468 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,652
Holders Change
+12
Holders Change %
+0.73%
% of All Funds
27.93%
Holding in Top 10
323
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+5.9%
% of All Funds
5.46%
New
121
Increased
828
Reduced
468
Closed
85
Calls
$44.4M
Puts
$34.1M
Net Calls
+$10.3M
Net Calls Change
-$7.6M

Top Buyers

1
SVCF
Silicon Valley Community Foundation
California
+$376M
2
CIAS
CBIZ Investment Advisory Services
Ohio
+$173M
3
Morgan Stanley
Morgan Stanley
New York
+$155M
4
PCIG
Partners Capital Investment Group
Massachusetts
+$130M
5
PPFA
Provida Pension Fund Administrator
Chile
+$123M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$420M
2
IMCOOI
Investment Management Corp of Ontario (IMCO)
Canada
-$289M
3
Bank of America
Bank of America
North Carolina
-$201M
4
Betterment LLC
Betterment LLC
New York
-$67.7M
5
AF
Ally Financial
Michigan
-$49.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCC
651
Money Concepts Capital
Florida
$2.65M -$3.02M -22,695 -53%
GLA
652
Great Lakes Advisors
Illinois
$2.63M -$228K -1,725 -8%
DWT
653
Dorsey & Whitney Trust
South Dakota
$2.62M +$13.6K +103 +0.5%
JCM
654
Jacobi Capital Management
Pennsylvania
$2.61M +$1.31M +9,922 +100%
MFG
655
Magnus Financial Group
New York
$2.6M +$145K +1,103 +6%
GTAM
656
Global Trust Asset Management
Florida
$2.59M +$1.43M +10,819 +122%
SWM
657
Segment Wealth Management
Texas
$2.58M -$144K -1,092 -5%
ONSWM
658
Old North State Wealth Management
North Carolina
$2.58M +$307K +2,328 +14%
SWM
659
Soundmark Wealth Management
Washington
$2.56M -$1.2M -9,088 -32%
JSL
660
JT Stratford LLC
Georgia
$2.56M +$1.44M +10,896 +128%
CAM
661
Carret Asset Management
New York
$2.55M -$659 -5 -0%
WIA
662
World Investment Advisors
California
$2.54M -$111K -805 -4%
SW
663
SVB Wealth
Massachusetts
$2.53M +$54.1K +410 +2%
IA
664
Insight Advisors
Pennsylvania
$2.52M +$14.5K +106 +0.6%
CSIA
665
Conrad Siegel Investment Advisors
Pennsylvania
$2.51M +$307K +2,325 +14%
LF
666
LifeSteps Financial
California
$2.49M +$138K +1,043 +6%
SFP
667
Strategic Financial Partners
Oregon
$2.48M +$923 +7 +0%
MA
668
Momentum Advisors
New York
$2.48M +$2.48M +18,793 New
PWM
669
Perigon Wealth Management
California
$2.47M +$776K +5,885 +46%
EAM
670
Evanson Asset Management
California
$2.46M +$71K +538 +3%
SSWM
671
Sheets Smith Wealth Management
North Carolina
$2.46M – – –
ACM
672
AUA Capital Management
Pennsylvania
$2.45M +$121K +920 +5%
VWM
673
Valley Wealth Managers
New Jersey
$2.4M -$253K -1,915 -10%
KCM
674
Kennicott Capital Management
California
$2.39M +$20.3K +154 +0.9%
AGP
675
Autumn Glory Partners
Texas
$2.39M +$1.45M +10,975 +154%
25 26
27
28 29