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 %
HWM
726
Howard Wealth Management
Connecticut
$2.08M -$4.22K -32 -0.2%
ZB
727
Zions Bancorporation
Utah
$2.07M – – –
SWA
728
SOA Wealth Advisors
New York
$2.06M -$446K -3,383 -18%
SWM
729
Southern Wealth Management
Texas
$2.06M -$373K -2,829 -15%
VC
730
Vicus Capital
Pennsylvania
$2.06M -$1.08M -8,223 -34%
SIAG
731
Safeguard Investment Advisory Group
California
$2.05M – – –
IWM
732
IHT Wealth Management
Illinois
$2.05M +$87.3K +662 +4%
BBVA
733
Banco Bilbao Vizcaya Argentaria
Spain
$2.04M +$2.04M +14,500 New
FCI
734
Financial Counselors Inc
Kansas
$2.04M -$4.88K -37 -0.2%
SG
735
StoneX Group
New York
$2.04M -$923 -7 -0%
NDSI
736
Newman Dignan & Sheerar Inc
Rhode Island
$2.03M +$2.11K +16 +0.1%
CA
737
Cornerstone Advisory
Maryland
$2.03M +$927K +7,027 +84%
BC
738
Bowman & Company
Wisconsin
$2.03M +$2.03M +15,386 New
WBCM
739
Wilson & Boucher Capital Management
California
$2.03M +$1.17M +8,872 +136%
FFN
740
Focus Financial Network
Minnesota
$2.02M -$26.4K -200 -1%
VBFP
741
Valtinson Bruner Financial Planning
Minnesota
$2.02M +$2.02M +15,298 New
SEP
742
Southland Equity Partners
Missouri
$2.02M +$79.3K +601 +4%
PO
743
Private Ocean
California
$2.01M -$4.48K -34 -0.2%
OSAM
744
O'Shaughnessy Asset Management
Connecticut
$2.01M +$63.6K +482 +3%
AWA
745
Alta Wealth Advisors
Massachusetts
$2.01M – – –
CL
746
CPWM LLC
Washington
$2.01M +$463K +3,510 +30%
AWM
747
Accel Wealth Management
Iowa
$2M +$625K +4,722 +45%
MA
748
Montag & Associates
Georgia
$2M +$343K +2,598 +21%
CA
749
Continuum Advisory
Idaho
$1.99M +$625K +4,736 +46%
GWM
750
Geneos Wealth Management
Colorado
$1.99M +$333K +2,501 +20%
28 29
30
31 32