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 %
BIA
1076
Barry Investment Advisors
Massachusetts
$930K -$29.2K -208 -3%
CFP
1077
Curran Financial Partners
South Carolina
$929K -$6.94M -49,435 -88%
TA
1078
TrueWealth Advisors
Alabama
$929K -$74.7K -532 -7%
AF
1079
Apexium Financial
Texas
$927K – – –
ODG
1080
O'Dell Group
Ohio
$916K +$104K +743 +13%
SIC
1081
Salem Investment Counselors
North Carolina
$914K +$111K +790 +14%
PCIA
1082
Prime Capital Investment Advisors
Kansas
$914K -$12.9K -92 -1%
SWP
1083
Strategic Wealth Partners
Ohio
$911K -$900K -6,415 -50%
AFM
1084
Abbot Financial Management
Massachusetts
$910K -$133K -950 -13%
GC
1085
Gilbert & Cook
Iowa
$908K +$7.72K +55 +0.9%
BS
1086
Boenning & Scattergood
Pennsylvania
$908K -$31.5K -213 -3%
SHFA
1087
SC&H Financial Advisors
Maryland
$907K +$80.4K +573 +10%
SOS
1088
Silver Oak Securities
Tennessee
$906K -$226K -1,610 -20%
SPP
1089
Single Point Partners
Massachusetts
$892K +$842 +6 +0.1%
FWM
1090
FSA Wealth Management
Massachusetts
$891K -$2.29M -16,282 -72%
RWM
1091
Ritholtz Wealth Management
New York
$890K +$30.3K +216 +4%
IAG
1092
Investmark Advisory Group
Connecticut
$890K +$3.37K +24 +0.4%
TWP
1093
Transparent Wealth Partners
Arkansas
$887K +$99.2K +707 +13%
SBH
1094
Segall Bryant & Hamill
Illinois
$884K -$140 -1 -0%
HWMA
1095
Heritage Wealth Management (Arizona)
Arizona
$882K +$507K +3,609 +135%
W
1096
Wealthquest
Ohio
$882K +$882K +6,280 New
HIG
1097
Heritage Investment Group
Florida
$879K +$1.26K +9 +0.1%
NAG
1098
Northstar Advisory Group
New Jersey
$877K -$7.72K -55 -0.9%
GAM
1099
Gould Asset Management
California
$877K -$199K -1,415 -18%
WA
1100
WESPAC Advisors
California
$871K – – –
42 43
44
45 46