VTV icon

Vanguard Value ETF
VTV

Overview Fund Activity

1,575 hedge funds and large institutions have $64.4B invested in Vanguard Value ETF in 2021 Q4 according to their latest regulatory filings, with 325 funds opening new positions, 682 increasing their positions, 357 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,575
Holders Change
+240
Holders Change %
+17.98%
% of All Funds
24.32%
Holding in Top 10
277
Holding in Top 10 Change
+69
Holding in Top 10 Change %
+33.17%
% of All Funds
4.28%
New
325
Increased
682
Reduced
357
Closed
58
Calls
$31.2M
Puts
$14.9M
Net Calls
+$16.3M
Net Calls Change
-$1.28M

Top Buyers

1
PPFA
Provida Pension Fund Administrator
Chile
+$365M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$285M
3
BlackRock
BlackRock
New York
+$243M
4
CIAS
CBIZ Investment Advisory Services
Ohio
+$207M
5
Ameriprise
Ameriprise
Minnesota
+$121M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$298M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$144M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$75.6M
4
PAG
Private Advisor Group
New Jersey
-$70.3M
5
TAIM
TD Ameritrade Investment Management
Nebraska
-$65.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BZWA
951
Blue Zone Wealth Advisors
California
$749K – – –
MJRIC
952
Mogy Joel R Investment Counsel
California
$747K -$11K -75 -1%
WA
953
Wealthstream Advisors
New York
$746K +$746K +5,071 New
CIAS
954
CFS Investment Advisory Services
New Jersey
$744K -$792K -5,442 -52%
SOAG
955
Silver Oak Advisory Group
Oregon
$744K +$744K +5,055 New
VWM
956
Venturi Wealth Management
Texas
$743K +$354K +2,404 +91%
VW
957
Vance Wealth
California
$742K +$742K +5,045 New
BPWM
958
Badgley Phelps Wealth Managers
Washington
$738K +$346K +2,350 +88%
RRC
959
Relaxing Retirement Coach
Massachusetts
$736K -$5.3K -36 -0.7%
TSWM
960
Triangle Securities Wealth Management
North Carolina
$728K +$34.6K +235 +5%
3AM
961
3EDGE Asset Management
Florida
$728K +$728K +4,948 New
FFA
962
Founders Financial Alliance
North Carolina
$727K -$4.71K -32 -0.6%
CHA
963
Carmichael Hill & Associates
Maryland
$727K +$32.9K +224 +5%
SAM
964
Silvercrest Asset Management
New York
$726K +$30.2K +205 +4%
SAM
965
SignalPoint Asset Management
Missouri
$723K -$22.5K -153 -3%
NRI
966
NFP Retirement Inc
California
$721K -$54.4K -370 -7%
AWCI
967
Alpine Woods Capital Investors
New York
$721K – – –
CWA
968
Canvas Wealth Advisors
Kansas
$721K +$203K +1,379 +39%
SWM
969
SeaCrest Wealth Management
New York
$720K +$66.5K +452 +10%
GWSG
970
GPS Wealth Strategies Group
Colorado
$719K +$540K +3,669 +302%
CPO
971
Cerity Partners OCIO
New York
$714K +$15.2K +103 +2%
AACR
972
ACR Alpine Capital Research
Missouri
$710K +$2.94K +20 +0.4%
CWA
973
Capital Wealth Alliance
Arizona
$710K +$710K +4,827 New
AIC
974
Ayalon Insurance Company
Israel
$708K +$340K +2,313 +93%
BIP
975
Brandes Investment Partners
California
$707K +$707K +4,807 New
37 38
39
40 41