VTV icon

Vanguard Value ETF
VTV

Overview Fund Activity

1,652 hedge funds and large institutions have $65B invested in Vanguard Value ETF in 2022 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 828 increasing their positions, 468 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,652
Holders Change
+12
Holders Change %
+0.73%
% of All Funds
27.93%
Holding in Top 10
323
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+5.9%
% of All Funds
5.46%
New
121
Increased
828
Reduced
468
Closed
85
Calls
$44.4M
Puts
$34.1M
Net Calls
+$10.3M
Net Calls Change
-$7.6M

Top Buyers

1
SVCF
Silicon Valley Community Foundation
California
+$376M
2
CIAS
CBIZ Investment Advisory Services
Ohio
+$173M
3
Morgan Stanley
Morgan Stanley
New York
+$155M
4
PCIG
Partners Capital Investment Group
Massachusetts
+$130M
5
PPFA
Provida Pension Fund Administrator
Chile
+$123M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$420M
2
IMCOOI
Investment Management Corp of Ontario (IMCO)
Canada
-$289M
3
Bank of America
Bank of America
North Carolina
-$201M
4
Betterment LLC
Betterment LLC
New York
-$67.7M
5
AF
Ally Financial
Michigan
-$49.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPO
1001
Cerity Partners OCIO
New York
$790K +$91.9K +697 +13%
PFG
1002
Pacific Financial Group
Washington
$784K +$17K +129 +2%
RWM
1003
Rockwood Wealth Management
Pennsylvania
$784K -$7.52K -57 -1%
NB
1004
Northwest Bancshares
Pennsylvania
$777K – – –
ODG
1005
O'Dell Group
Ohio
$775K -$2.9K -22 -0.4%
NL
1006
NEPC LLC
Massachusetts
$775K +$132K +1,000 +21%
PFG
1007
PAX Financial Group
Texas
$774K +$42.1K +319 +6%
TC
1008
Trilogy Capital
California
$770K -$2.64K -20 -0.3%
TWP
1009
Transparent Wealth Partners
Arkansas
$767K +$767K +5,816 New
PCP
1010
Proficio Capital Partners
Massachusetts
$766K -$42.9K -325 -5%
GWSG
1011
GPS Wealth Strategies Group
Colorado
$763K +$59.6K +452 +8%
PGFC
1012
Peapack-Gladstone Financial Corp
New Jersey
$757K +$132 +1 +0%
OWA
1013
One Wealth Advisors
California
$752K +$299K +2,268 +66%
GCM
1014
Garland Capital Management
Washington
$749K -$85.3K -647 -10%
GAM
1015
Grandview Asset Management
Pennsylvania
$746K +$132K +997 +21%
IWA
1016
Inspirion Wealth Advisors
Illinois
$742K -$4.62K -35 -0.6%
FMTC
1017
Farmers & Merchants Trust Company
California
$741K – – –
VWA
1018
VERITY Wealth Advisors
United States
$740K – – –
SIC
1019
Salem Investment Counselors
North Carolina
$736K +$124K +943 +20%
GGS
1020
Galvin Gaustad & Stein
Arizona
$735K +$73.5K +557 +11%
FM
1021
Foster & Motley
Ohio
$730K – – –
WFA
1022
Wipfli Financial Advisors
Wisconsin
$723K -$37.2K -282 -5%
WFPG
1023
Waller Financial Planning Group
Ohio
$722K -$58.4K -443 -7%
HHGA
1024
Halbert Hargrove Global Advisors
California
$720K +$527 +4 +0.1%
BPWM
1025
Badgley Phelps Wealth Managers
Washington
$712K -$403K -3,056 -36%
39 40
41
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