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 %
RW
726
Rede Wealth
Virginia
$2.92M +$1.95M +13,907 +201%
MFG
727
Magnus Financial Group
New York
$2.91M -$36.8K -262 -1%
GTAM
728
Global Trust Asset Management
Florida
$2.91M -$218K -1,552 -7%
CS
729
Credit Suisse
Switzerland
$2.91M -$759K -5,406 -21%
PP
730
Prosperity Planning
Missouri
$2.9M – – –
RIM
731
Rockbridge Investment Management
New York
$2.88M -$5.76K -41 -0.2%
TBC
732
Ted Buchan & Co
California
$2.87M +$2.87M +20,443 New
CAG
733
Compass Advisory Group
New York
$2.86M -$440K -3,065 -13%
LHEI
734
Leo H. Evart Inc
California
$2.86M -$223K -1,592 -7%
IP
735
Intellectus Partners
California
$2.85M +$281 +2 +0%
BCI
736
Brinker Capital Investments
Pennsylvania
$2.75M -$498K -3,547 -15%
SWM
737
Segment Wealth Management
Texas
$2.75M – – –
ONSWM
738
Old North State Wealth Management
North Carolina
$2.75M +$19.8K +141 +0.7%
IA
739
Insight Advisors
Pennsylvania
$2.72M +$110K +782 +4%
WB
740
West Bancorporation
Iowa
$2.7M -$132K -943 -5%
CA
741
Continuum Advisory
Idaho
$2.69M +$520K +3,705 +24%
XF
742
XML Financial
Maryland
$2.69M +$1.92M +13,704 +251%
CCM
743
Colorado Capital Management
Colorado
$2.68M -$92.2K -659 -3%
TFCP
744
Twin Focus Capital Partners
Massachusetts
$2.66M +$823K +5,863 +45%
CAM
745
Carret Asset Management
New York
$2.66M +$1.54K +11 +0.1%
RWA
746
Ropes Wealth Advisors
Massachusetts
$2.66M +$1.69M +12,070 +176%
LC
747
Lindbrook Capital
California
$2.65M -$356K -2,537 -12%
WIA
748
World Investment Advisors
California
$2.65M +$99K +705 +4%
C
749
CEDRUS
Colorado
$2.64M +$174K +1,238 +7%
DTC
750
Davidson Trust Company
Washington
$2.64M -$547K -3,894 -17%
28 29
30
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