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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 %
MLA
901
My Legacy Advisors
Oregon
$1.7M -$336K -2,336 -16%
IAN
902
Integrated Advisors Network
Texas
$1.7M -$35.2K -251 -2%
FWM
903
Forza Wealth Management
Florida
$1.69M +$1.69M +12,072 New
LIM
904
Leavell Investment Management
Alabama
$1.69M +$361K +2,569 +27%
RFA
905
RTD Financial Advisors
Pennsylvania
$1.69M -$88K -627 -5%
ACI
906
Alpha Cubed Investments
California
$1.69M +$782K +5,574 +86%
LWM
907
Laidlaw Wealth Management
New York
$1.68M +$109K +777 +7%
CWP
908
Corepath Wealth Partners
Arizona
$1.67M -$40.3K -283 -2%
ADL
909
Asset Dedication LLC
California
$1.64M -$12.1K -86 -0.7%
OPW
910
Oxler Private Wealth
New York
$1.62M -$72.8K -519 -4%
MC
911
Moors & Cabot
Massachusetts
$1.61M +$244K +1,736 +18%
AWA
912
AmeriServ Wealth Advisors
Pennsylvania
$1.6M -$29.3K -209 -2%
CFFP
913
Center for Financial Planning
Michigan
$1.59M – – –
LA
914
Lane & Associates
New Jersey
$1.59M +$1.59M +11,312 New
KeyBank National Association
915
KeyBank National Association
Ohio
$1.58M -$101K -720 -6%
RCI
916
RS Crum Inc
California
$1.58M -$119K -845 -7%
DIP
917
DT Investment Partners
Pennsylvania
$1.58M – – –
LRIA
918
Leonard Rickey Investment Advisors
Washington
$1.57M -$7.3K -52 -0.5%
Boston Partners
919
Boston Partners
Massachusetts
$1.57M +$1.09M +7,782 +231%
PCM
920
Parsons Capital Management
Rhode Island
$1.57M +$132K +938 +9%
LGWM
921
Litman Gregory Wealth Management
California
$1.55M +$48.6K +346 +3%
DIA
922
Dana Investment Advisors
Wisconsin
$1.55M +$466K +3,321 +43%
EWM
923
Evercore Wealth Management
New York
$1.54M -$73.4K -523 -5%
NSIM
924
North Star Investment Management
Illinois
$1.54M +$327K +2,326 +27%
LNWWM
925
Laird Norton Wetherby Wealth Management
California
$1.53M -$144K -1,027 -9%
35 36
37
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