VTV icon

Vanguard Value ETF
VTV

Overview Fund Activity

1,638 hedge funds and large institutions have $62B invested in Vanguard Value ETF in 2022 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 786 increasing their positions, 518 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,638
Holders Change
-14
Holders Change %
-0.85%
% of All Funds
28.32%
Holding in Top 10
318
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-1.55%
% of All Funds
5.5%
New
102
Increased
786
Reduced
518
Closed
92
Calls
$62.1M
Puts
$21.9M
Net Calls
+$40.2M
Net Calls Change
+$29.8M

Top Buyers

1
AIA
Angeles Investment Advisors
California
+$292M
2
PFO
Pathstone Family Office
New Jersey
+$134M
3
Bank of America
Bank of America
North Carolina
+$130M
4
Goldman Sachs
Goldman Sachs
New York
+$96.4M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$79.6M

Top Sellers

1
CIAS
CBIZ Investment Advisory Services
Ohio
-$173M
2
IMCOOI
Investment Management Corp of Ontario (IMCO)
Canada
-$132M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$69.9M
4
PAG
Private Advisor Group
New Jersey
-$62M
5
SCM
SCS Capital Management
Massachusetts
-$56.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPWA
801
Cerro Pacific Wealth Advisors
California
$1.54M +$639K +5,176 +71%
CWM
802
Chemistry Wealth Management
New York
$1.54M +$169K +1,370 +12%
CB
803
Cadence Bank
Mississippi
$1.54M +$203K +1,640 +15%
NLP
804
Next Level Private
New York
$1.53M +$84K +646 +6%
IAN
805
Integrated Advisors Network
Texas
$1.53M +$200K +1,616 +15%
RFC
806
Regions Financial Corp
Alabama
$1.49M -$89.5K -725 -6%
RCI
807
RS Crum Inc
California
$1.49M -$19.1K -155 -1%
KeyBank National Association
808
KeyBank National Association
Ohio
$1.48M +$195K +1,582 +15%
PCA
809
Pallas Capital Advisors
Massachusetts
$1.48M -$77.4K -570 -5%
OPW
810
Oxler Private Wealth
New York
$1.48M +$70.1K +573 +5%
RF
811
Rollins Financial
Georgia
$1.48M -$48.3K -391 -3%
LNWWM
812
Laird Norton Wetherby Wealth Management
California
$1.47M +$864 +7 +0.1%
MWM
813
Merriman Wealth Management
Washington
$1.47M -$4.78M -38,720 -77%
TA
814
Tiedemann Advisors
New York
$1.47M -$1.48K -12 -0.1%
SCM
815
Stonehearth Capital Management
Massachusetts
$1.46M -$185K -1,496 -11%
SWM
816
SigFig Wealth Management
California
$1.46M +$86.9K +602 +6%
ADL
817
Asset Dedication LLC
California
$1.46M +$1.46M +11,770 New
NCM
818
Noesis Capital Mangement
Florida
$1.45M – – –
BBW
819
Blue Barn Wealth
Utah
$1.44M +$86.3K +699 +6%
AWA
820
AmeriServ Wealth Advisors
Pennsylvania
$1.44M -$415K -3,364 -22%
EWM
821
Evercore Wealth Management
New York
$1.42M +$2.59K +21 +0.2%
AWM
822
Accurate Wealth Management
Florida
$1.42M +$1.42M +8,808 New
PGFC
823
Peapack-Gladstone Financial Corp
New Jersey
$1.42M +$709K +5,746 +100%
PFP
824
Pinnacle Financial Partners
Tennessee
$1.42M -$103K -833 -7%
CFFP
825
Center for Financial Planning
Michigan
$1.4M – – –
31 32
33
34 35