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 %
MPW
1026
Monterey Private Wealth
California
$711K +$115K +872 +19%
SWM
1027
SeaCrest Wealth Management
New York
$707K +$21.1K +160 +3%
BFG
1028
Berger Financial Group
Minnesota
$705K +$35.1K +266 +5%
PFG
1029
Pinnacle Financial Group
Illinois
$704K +$264 +2 +0%
SAM
1030
SignalPoint Asset Management
Missouri
$702K +$46.6K +354 +7%
SOAG
1031
Silver Oak Advisory Group
Oregon
$699K +$16.8K +127 +2%
SHFA
1032
SC&H Financial Advisors
Maryland
$698K -$268K -2,036 -28%
AIC
1033
Ayalon Insurance Company
Israel
$697K +$32.6K +247 +5%
JGIA
1034
Jackson Grant Investment Advisers
Connecticut
$695K +$272K +2,064 +64%
AW
1035
ACG Wealth
Georgia
$692K – – –
WA
1036
Wealthstream Advisors
New York
$691K +$18.6K +141 +3%
LC
1037
Lincoln Capital
Nebraska
$685K +$42.5K +322 +7%
HIS
1038
Horizon Investment Services
Indiana
$682K -$51.2K -388 -7%
NEPWA
1039
New England Private Wealth Advisors
Massachusetts
$678K -$148 -1 -0%
CGA
1040
Crescent Grove Advisors
Illinois
$677K +$333K +2,525 +97%
CFS
1041
Cannon Financial Strategists
Georgia
$676K +$28.1K +213 +4%
OMC
1042
Overbrook Management Corp
New York
$673K – – –
MJRIC
1043
Mogy Joel R Investment Counsel
California
$673K +$3.3K +25 +0.5%
HL
1044
HeadInvest LLC
Maine
$671K -$24.5K -186 -4%
BO
1045
BRR OpCo
Ohio
$670K +$207K +1,573 +45%
CMBA
1046
C.M. Bidwell & Associates
Hawaii
$655K – – –
PPW
1047
Pinnacle Private Wealth
Massachusetts
$654K +$12.7K +96 +2%
4FG
1048
4Thought Financial Group
New York
$653K +$315K +2,386 +93%
WCG
1049
Weaver Consulting Group
California
$652K – – –
RJTCONH
1050
Raymond James Trust Company of New Hampshire
New Hampshire
$651K – – –
40 41
42
43 44