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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 %
IF
826
Intrua Financial
Texas
$2.16M +$4.9K +35 +0.2%
MG
827
MilWealth Group
Wisconsin
$2.15M -$61.2K -436 -3%
GHA
828
Granite Harbor Advisors
Texas
$2.14M +$2.14M +15,237 New
SWA
829
Stratos Wealth Advisors
Ohio
$2.14M +$102K +727 +5%
PCH
830
PGIM Custom Harvest
New Jersey
$2.13M +$2.13M +15,174 New
MIA
831
Milestone Investment Advisors
Wisconsin
$2.13M +$2.13M +15,166 New
MWM
832
Maripau Wealth Management
Indiana
$2.12M +$218K +1,554 +11%
WF
833
Welch & Forbes
Massachusetts
$2.1M +$2.1M +14,952 New
SFPM
834
Sensible Financial Planning & Management
Massachusetts
$2.1M +$233K +1,661 +13%
EFL
835
ERn Financial LLC
Wisconsin
$2.1M +$285K +2,033 +16%
SEP
836
Southland Equity Partners
Missouri
$2.09M -$6.32K -45 -0.3%
AP
837
Americana Partners
Texas
$2.08M +$2.08M +14,846 New
CPC
838
Cookson Peirce & Co
Pennsylvania
$2.07M +$53.2K +379 +3%
AL
839
ADE LLC
Maryland
$2.07M +$893K +6,361 +76%
HI
840
Horizon Investments
North Carolina
$2.05M +$2.05M +14,633 New
BCA
841
Bay Colony Advisors
Massachusetts
$2.04M +$1.79M +12,723 +692%
EWM
842
Evergreen Wealth Management
Michigan
$2.03M +$2.03M +14,472 New
LF
843
LifeSteps Financial
California
$2.02M -$169K -1,204 -8%
LPT
844
Legacy Private Trust
Wisconsin
$2.02M -$42.7K -304 -2%
PA
845
Probity Advisors
Texas
$2.01M +$46.7K +333 +2%
SWA
846
SOA Wealth Advisors
New York
$2M -$259K -1,848 -11%
BWA
847
Blodgett Wealth Advisors
California
$1.99M +$70.2K +500 +4%
SG
848
StoneX Group
New York
$1.99M +$37.8K +269 +2%
CA
849
Cornerstone Advisory
Maryland
$1.99M +$52.1K +371 +3%
FA
850
Forefront Analytics
Pennsylvania
$1.99M -$251K -1,791 -11%
32 33
34
35 36