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 %
CFA
1001
CWS Financial Advisors
Michigan
$1.2M -$2.47M -18,817 -67%
RGC
1002
Roberts, Glore & Co
Illinois
$1.19M -$23.2K -165 -2%
DI
1003
Diligent Investors
California
$1.19M -$4.91K -35 -0.4%
BA
1004
Bristlecone Advisors
Washington
$1.19M -$47.6K -339 -4%
PWM
1005
PBMares Wealth Management
Virginia
$1.18M -$1.2M -8,517 -50%
RIA
1006
Regal Investment Advisors
Michigan
$1.18M +$26.2K +187 +2%
BAM
1007
BOS Asset Management
Illinois
$1.16M +$1.16M +8,294 New
WCM
1008
Washington Capital Management
Washington
$1.16M – – –
WA1
1009
Wimmer Associates 1
California
$1.15M +$33.5K +239 +3%
TH
1010
Team Hewins
California
$1.15M +$1.15M +8,158 New
BP
1011
Broadleaf Partners
Ohio
$1.14M -$27.2K -194 -2%
NCM
1012
Northwest Capital Management
Oregon
$1.13M – – –
WIM
1013
WealthPlan Investment Management
Nebraska
$1.12M +$65.8K +454 +6%
PCA
1014
Pallas Capital Advisors
Massachusetts
$1.12M -$424K -2,994 -27%
CW
1015
CIC Wealth
Maryland
$1.12M +$1.12M +7,961 New
FT
1016
Fiduciary Trust
Massachusetts
$1.12M -$1.6M -11,432 -59%
AG
1017
Advocate Group
Minnesota
$1.12M +$268K +1,910 +32%
WP
1018
WealthPLAN Partners
Nebraska
$1.11M +$1.11M +7,723 New
EWM
1019
Executive Wealth Management
Michigan
$1.11M +$988K +7,035 +777%
FAG
1020
Fortitude Advisory Group
Washington
$1.11M +$17K +121 +2%
AWA
1021
Arkadios Wealth Advisors
Georgia
$1.11M +$15K +107 +1%
PTP
1022
Platform Technology Partners
New York
$1.11M +$15.2K +108 +1%
TC
1023
TAP Consulting
Missouri
$1.11M +$8K +57 +0.7%
BFA
1024
Beacon Financial Advisory
Ohio
$1.11M +$338K +2,410 +44%
PFG
1025
PAX Financial Group
Texas
$1.09M -$53.2K -379 -5%
39 40
41
42 43