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 %
PWA
826
Physician Wealth Advisors
Utah
$1.4M +$76K +584 +6%
LRIA
827
Leonard Rickey Investment Advisors
Washington
$1.39M -$10.1K -82 -0.7%
DIP
828
DT Investment Partners
Pennsylvania
$1.39M – – –
RPG
829
Resource Planning Group
Georgia
$1.38M -$236K -1,915 -15%
RFN
830
RDA Financial Network
Iowa
$1.38M -$92K -745 -6%
LWM
831
Laidlaw Wealth Management
New York
$1.38M -$58K -470 -4%
TWM
832
Tradition Wealth Management
Minnesota
$1.37M -$30.1K -244 -2%
MFA
833
Mayflower Financial Advisors
Massachusetts
$1.37M -$218K -1,763 -14%
WA
834
Wealth Alliance
New York
$1.36M -$106K -857 -7%
KAM
835
KEB Asset Management
Illinois
$1.35M +$169K +1,369 +14%
AIM
836
Acropolis Investment Management
Missouri
$1.34M +$26.5K +215 +2%
VFIC
837
Valley Forge Investment Consultants
Pennsylvania
$1.34M +$9.26K +75 +0.7%
WW
838
Waterfront Wealth
Kansas
$1.33M +$107K +785 +9%
LGWM
839
Litman Gregory Wealth Management
California
$1.32M +$516K +4,178 +64%
PA
840
Paragon Advisors
Texas
$1.32M +$1.32M +10,690 New
NF
841
Norwood Financial
Pennsylvania
$1.31M -$39.5K -320 -3%
Vontobel Holding
842
Vontobel Holding
Switzerland
$1.31M -$346K -2,800 -21%
SFG
843
StrategIQ Financial Group
Indiana
$1.31M +$5.56K +45 +0.4%
DWM
844
Doyle Wealth Management
Florida
$1.3M +$157K +1,269 +14%
OCM
845
Orser Capital Management
Texas
$1.3M -$822K -6,655 -39%
CM
846
Columbus Macro
Pennsylvania
$1.29M -$12K -97 -0.9%
HKIMG
847
Hutchens & Kramer Investment Management Group
Indiana
$1.29M -$2.1M -16,577 -62%
HPWM
848
Highland Private Wealth Management
Washington
$1.29M +$960K +7,769 +292%
VCP
849
Verus Capital Partners
Arizona
$1.27M +$344K +2,788 +37%
JHCP
850
Jackson Hole Capital Partners
Oklahoma
$1.27M – – –
32 33
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