VTV icon

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 %
MGWM
976
Marks Group Wealth Management
Minnesota
$1.3M -$40.8K -291 -3%
T
977
TRUADVICE
Florida
$1.3M +$23K +160 +2%
CCA
978
Cobblestone Capital Advisors
New York
$1.29M +$1.29M +9,188 New
PTC
979
Private Trust Company
Ohio
$1.29M +$99.9K +712 +8%
LG
980
LAM Group
Oregon
$1.28M +$1.28M +9,135 New
WA
981
Wealth Alliance
New York
$1.28M -$265K -1,890 -17%
SAM
982
Stone Asset Management
Texas
$1.27M +$490K +3,493 +63%
WP
983
WealthSource Partners
California
$1.27M -$80.6K -574 -6%
HCM
984
Howland Capital Management
Massachusetts
$1.27M -$28.1K -200 -2%
SPIO
985
Seven Post Investment Office
California
$1.26M +$1.26M +8,945 New
SIAS
986
Summit Investment Advisory Services
Minnesota
$1.25M +$1.25M +8,902 New
MBT
987
Montecito Bank & Trust
California
$1.25M +$225K +1,600 +22%
TCBWMS
988
Texas Capital Bank Wealth Management Services
Texas
$1.25M +$1.25M +8,886 New
IFAM
989
Institutional & Family Asset Management
Colorado
$1.24M -$18.1K -129 -1%
GWM
990
Guardian Wealth Management
Illinois
$1.24M +$1.23M +8,795 +20,940%
CFS
991
CRA Financial Services
New Jersey
$1.24M +$138K +985 +13%
TC
992
TAGStone Capital
North Carolina
$1.23M +$85.9K +612 +7%
WW
993
Waterfront Wealth
Kansas
$1.23M -$162K -1,129 -12%
HT
994
HighTower Trust
Texas
$1.23M +$263K +1,889 +27%
PFP
995
Pinnacle Financial Partners
Tennessee
$1.23M -$383K -2,729 -24%
RMA
996
Roffman Miller Associates
Pennsylvania
$1.23M +$261K +1,858 +27%
THWM
997
Taylor Hoffman Wealth Management
Virginia
$1.22M +$136K +966 +13%
AIFAIM
998
American Institute for Advanced Investment Management
Arizona
$1.21M -$49.3K -351 -4%
CP
999
Coho Partners
Pennsylvania
$1.2M +$1.2M +8,556 New
AIA
1000
Alera Investment Advisors
Illinois
$1.2M – – –
38 39
40
41 42