VTV icon

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 %
CANC
701
Culbertson A N & Co
Virginia
$3.16M -$35.5K -253 -1%
PFWA
702
Paces Ferry Wealth Advisors
Georgia
$3.15M +$83.1K +592 +3%
PIA
703
Perennial Investment Advisors
California
$3.14M +$715K +5,092 +30%
ML
704
Mayport LLC
Massachusetts
$3.13M +$280K +1,997 +10%
TFP
705
Triune Financial Partners
Kansas
$3.1M +$2.39K +17 +0.1%
COCM
706
Charter Oak Capital Management
New Hampshire
$3.1M -$84.4K -601 -3%
TC
707
Tacita Capital
Ontario, Canada
$3.09M -$664K -4,730 -18%
FH
708
FWG Holdings
Florida
$3.09M -$940K -6,695 -23%
WAM
709
WNY Asset Management
New York
$3.09M -$203K -1,449 -6%
TFA
710
Tobias Financial Advisors
Florida
$3.09M -$1.14M -8,090 -27%
GLA
711
Great Lakes Advisors
Illinois
$3.08M +$146K +1,043 +5%
GJIA
712
Glass Jacobson Investment Advisors
Maryland
$3.07M +$3.07M +21,895 New
DT
713
Diversified Trust
Tennessee
$3.06M +$515K +3,671 +20%
LAM
714
LifePro Asset Management
California
$3.06M +$3.06M +21,782 New
AWA
715
Amplius Wealth Advisors
Pennsylvania
$3.05M -$58.4K -416 -2%
MWM
716
Meridian Wealth Management
Kentucky
$3.04M +$153K +1,087 +5%
SFS
717
Security Financial Services
Indiana
$3.03M +$17.4K +124 +0.6%
LFAS
718
Level Four Advisory Services
Texas
$3.03M +$1.17M +8,346 +63%
BAG
719
Bridgewealth Advisory Group
California
$3.02M +$3.02M +21,520 New
JCM
720
Jacobi Capital Management
Pennsylvania
$3M +$164K +1,168 +6%
CCFM
721
Clear Creek Financial Management
Washington
$2.99M -$144K -1,024 -5%
AB
722
Atlas Brown
Kentucky
$2.96M -$110K -787 -4%
AL
723
ACAS LLC
California
$2.93M +$2.93M +20,877 New
IC
724
IEQ Capital
California
$2.93M -$268K -1,912 -8%
MPW
725
MA Private Wealth
California
$2.93M +$842 +6 +0%
27 28
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