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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 %
TC
1126
Trilogy Capital
California
$809K +$13.3K +95 +2%
GAM
1127
Grandview Asset Management
Pennsylvania
$808K +$11K +78 +1%
WAG
1128
Winthrop Advisory Group
Massachusetts
$807K +$307K +2,188 +61%
TA
1129
TFB Advisors
Kansas
$806K +$806K +5,740 New
WCM
1130
Windsor Capital Management
Arizona
$804K -$40.6K -289 -5%
IIM
1131
InTrack Investment Management
Vermont
$803K +$466K +3,323 +138%
TFM
1132
TFC Financial Management
Massachusetts
$803K -$7.58K -54 -0.9%
LNWTC
1133
Laird Norton Wetherby Trust Company
Washington
$802K – – –
B
1134
Bridgeworth
Alabama
$801K -$198K -1,410 -20%
KFP
1135
KMG Fiduciary Partners
Ohio
$798K +$798K +5,687 New
MIM
1136
Moseley Investment Management
Florida
$797K +$38.2K +272 +5%
NEPWA
1137
New England Private Wealth Advisors
Massachusetts
$794K +$151K +1,073 +23%
VF
1138
Vawter Financial
Ohio
$792K +$792K +5,639 New
RCM
1139
Raleigh Capital Management
North Carolina
$790K +$18.2K +130 +2%
IWA
1140
Inspirion Wealth Advisors
Illinois
$789K – – –
VWA
1141
VERITY Wealth Advisors
United States
$788K – – –
GG
1142
GenWealth Group
New Jersey
$787K -$6.88K -49 -0.9%
HHGA
1143
Halbert Hargrove Global Advisors
California
$785K – – –
AA
1144
Alesco Advisors
New York
$784K +$784K +5,588 New
ACA
1145
Aptus Capital Advisors
Alabama
$783K +$191K +1,358 +32%
PFG
1146
Pinnacle Financial Group
Illinois
$781K +$31.4K +224 +4%
CT
1147
Colonial Trust
South Carolina
$779K +$87.5K +623 +13%
WFM
1148
Wolff Financial Management
Michigan
$777K -$141K -1,003 -15%
FM
1149
Foster & Motley
Ohio
$777K – – –
HL
1150
HeadInvest LLC
Maine
$774K – – –
44 45
46
47 48