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 %
VCM
776
Vivaldi Capital Management
Illinois
$2.45M +$320K +2,245 +15%
WTFG
777
Wells Trecaso Financial Group
Ohio
$2.45M -$11.2K -80 -0.5%
CP
778
Camelot Portfolios
Ohio
$2.43M -$335K -2,388 -12%
PWS
779
Peterson Wealth Services
Utah
$2.43M -$430K -3,062 -15%
WAS
780
Wealth Advisory Solutions
Indiana
$2.42M +$86.7K +618 +4%
SMC
781
Smith, Moore & Co
Missouri
$2.42M +$14.3K +102 +0.6%
PCA
782
Personal Capital Advisors
California
$2.4M +$79.9K +569 +3%
FA
783
Fountainhead AM
New Jersey
$2.4M +$597K +4,253 +33%
CWM
784
Chemistry Wealth Management
New York
$2.4M +$648K +4,615 +37%
SF
785
Synovus Financial
Georgia
$2.4M -$140K -998 -6%
MECA
786
Miller Equity Capital Advisors
Texas
$2.39M +$112K +800 +5%
SFWC
787
Strategic Family Wealth Counselors
New Jersey
$2.38M +$525K +3,742 +28%
ACM
788
AUA Capital Management
Pennsylvania
$2.38M +$39.3K +280 +2%
MCM
789
MV Capital Management
Maryland
$2.37M -$81.4K -580 -3%
NCM
790
Novare Capital Management
North Carolina
$2.36M -$14K -100 -0.6%
TWC
791
TD Waterhouse Canada
Ontario, Canada
$2.33M -$522K -2,866 -18%
EAM
792
Evanson Asset Management
California
$2.33M -$52.4K -373 -2%
KWMG
793
King Wealth Management Group
Florida
$2.33M +$2.1M +14,930 +893%
MA
794
MONECO Advisors
Connecticut
$2.33M +$68.2K +486 +3%
AWM
795
Accel Wealth Management
Iowa
$2.33M +$120K +855 +5%
PO
796
Private Ocean
California
$2.31M +$174K +1,237 +8%
IC
797
Innealta Capital
Texas
$2.31M +$2.31M +16,487 New
SFP
798
Shepherd Financial Partners
Massachusetts
$2.31M -$2.59M -18,466 -53%
VBFP
799
Valtinson Bruner Financial Planning
Minnesota
$2.3M -$34.7K -246 -1%
STCOSD
800
Sageworth Trust Company of South Dakota
South Dakota
$2.29M – – –
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32
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