We are live on ! Find out more
VTV icon

Vanguard Value ETF

1,647 hedge funds and large institutions have $71.2B invested in Vanguard Value ETF in 2022 Q1 according to their latest regulatory filings, with 171 funds opening new positions, 827 increasing their positions, 438 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 171 | Existing positions closed: 83

93% more call options, than puts

Call options by funds: $37.2M | Put options by funds: $19.3M

89% more repeat investments, than reductions

Existing positions increased: 827 | Existing positions reduced: 438

11% more capital invested

Capital invested by funds: $64.4B → $71.2B (+$6.79B)

10% more funds holding in top 10

Funds holding in top 10: 278306 (+28)

4% more funds holding

Funds holding: 1,5821,647 (+65)

0.36% less ownership

Funds ownership: 69.93%69.57% (-0.36%)

Holders
1,647
Holders Change
+65
Holders Change %
+4.11%
% of All Funds
25.97%
Holding in Top 10
306
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+10.07%
% of All Funds
4.83%
New
171
Increased
827
Reduced
438
Closed
83
Calls
$37.2M
Puts
$19.3M
Net Calls
+$17.9M
Net Calls Change
+$1.61M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
851
SigFig Wealth Management
California
$1.27M +$44.5K +305 +4%
AIA
852
Alera Investment Advisors
Illinois
$1.26M -$584 -4 -0%
JSL
853
JT Stratford LLC
Georgia
$1.26M -$23.1K -158 -2%
EK
854
Evensky & Katz
Florida
$1.26M +$1.24M +8,506 New
FMWA
855
Forvis Mazars Wealth Advisors
Missouri
$1.25M +$728K +4,989 +143%
BPWM
856
Badgley Phelps Wealth Managers
Washington
$1.25M +$502K +3,440 +69%
PCM
857
Parsons Capital Management
Rhode Island
$1.25M +$46K +315 +4%
PP
858
Prosperity Planning
Missouri
$1.24M
AL
859
ADE LLC
Maryland
$1.24M -$3.21K -22 -0.3%
CA
860
Cornerstone Advisory
Maryland
$1.24M +$179K +1,227 +17%
WW
861
Waterfront Wealth
Kansas
$1.23M +$106K +727 +10%
AIM
862
Acropolis Investment Management
Missouri
$1.23M +$122K +839 +11%
MFA
863
McClarren Financial Advisors
Pennsylvania
$1.23M +$48K +329 +4%
AIFAIM
864
American Institute for Advanced Investment Management
Arizona
$1.22M +$189K +1,292 +18%
NSIM
865
North Star Investment Management
Illinois
$1.22M +$1.03M +7,032 +582%
MGWM
866
Marks Group Wealth Management
Minnesota
$1.22M -$40.3K -276 -3%
DI
867
Diligent Investors
California
$1.21M +$154K +1,054 +15%
NCM
868
Northwest Capital Management
Oregon
$1.21M +$48.2K +330 +4%
BPC
869
Banque Pictet & Cie
Switzerland
$1.21M +$1.2M +8,210 New
RIA
870
Regal Investment Advisors
Michigan
$1.21M +$30.2K +207 +3%
FNBSF
871
First National Bank Sioux Falls
South Dakota
$1.21M +$97.2K +666 +9%
SOS
872
Silver Oak Securities
Tennessee
$1.2M +$1.17M +8,037 New
VFA
873
Voya Financial Advisors
Connecticut
$1.2M -$636K -4,360 -35%
WMP
874
Wealth Management Partners
Arizona
$1.19M
BAM
875
Brave Asset Management
New Jersey
$1.19M +$27K +185 +2%

VTV Hedge Fund Activity: Q1 2022 in Review

1,647 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Vanguard Value ETF (VTV) for Q1 2022, worth a combined $71.2B — up 11% from $64.4B a quarter earlier.

Buyers outnumbered sellers: 171 funds opened new VTV positions and 83 closed out — a net gain of 88 holders — while 827 added to existing stakes and 438 trimmed.

The largest buyer was Bank of America, adding an estimated $4.7B. The largest seller was Provida Pension Fund Administrator, cutting an estimated $314M.

  • 1,647 institutional investors held Vanguard Value ETF (VTV) as of Q1 2022, up from 1,582 in Q4 2021.
  • Funds reported $71.2B of Vanguard Value ETF stock for Q1 2022, up 11% quarter-over-quarter.
  • 171 funds opened new Vanguard Value ETF positions in Q1 2022 and 83 closed out, a net change of +88 holders.
  • The largest Vanguard Value ETF buyer in Q1 2022 was Bank of America, an estimated $4.7B added.
  • The largest Vanguard Value ETF seller in Q1 2022 was Provida Pension Fund Administrator, an estimated $314M sold.

Based on aggregated 13F filings for Q1 2022.