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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 %
HHRDM
651
H&H Retirement Design & Management
Nevada
$3.91M +$32.5K +225 +0.8%
IWM
652
IHT Wealth Management
Illinois
$3.9M -$41.7K -297 -1%
WGCA
653
Wolf Group Capital Advisors
Virginia
$3.89M +$732K +5,217 +23%
DWM
654
Defined Wealth Management
Oregon
$3.87M +$482K +3,434 +14%
MAG
655
Mayfair Advisory Group
Alabama
$3.83M +$1.35M +9,491 +55%
AWM
656
Axxcess Wealth Management
California
$3.82M +$315K +2,246 +9%
GWM
657
GSB Wealth Management
Connecticut
$3.79M +$680K +4,841 +22%
TF
658
Theory Financial
Colorado
$3.77M +$3.77M +26,850 New
DFG
659
Delta Financial Group
New Jersey
$3.73M +$3.73M +26,535 New
FCB
660
First County Bank
Connecticut
$3.71M +$3.71M +26,459 New
BST
661
Bath Savings Trust
Maine
$3.7M +$95.2K +678 +3%
BC
662
Barrett & Company
Rhode Island
$3.62M – – –
BCG
663
Breakwater Capital Group
New Jersey
$3.62M +$3.62M +25,805 New
NB
664
Nicolet Bankshares
Wisconsin
$3.62M -$232K -1,654 -6%
CPW
665
Catalyst Private Wealth
California
$3.62M -$974K -6,936 -21%
BTWM
666
Baker Tilly Wealth Management
Wisconsin
$3.61M +$3.61M +25,732 New
DWM
667
Destination Wealth Management
California
$3.59M +$40.6K +289 +1%
GWMIA
668
Global Wealth Management Investment Advisory
Florida
$3.54M -$90.1K -642 -2%
CSIA
669
Conrad Siegel Investment Advisors
Pennsylvania
$3.53M +$304K +2,168 +9%
LFA
670
Laraway Financial Advisors
Minnesota
$3.45M +$139K +989 +4%
BMCM
671
Bryn Mawr Capital Management
Pennsylvania
$3.44M +$409K +2,914 +13%
IAA
672
Ironsides Asset Advisors
North Carolina
$3.44M -$23.9K -170 -0.7%
HWA
673
Hillcrest Wealth Advisors
New Jersey
$3.43M – – –
TCM
674
True Capital Management
California
$3.42M +$3.42M +24,372 New
CAG
675
Csenge Advisory Group
Florida
$3.42M +$130K +926 +4%
25 26
27
28 29