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 %
FWCM
1151
Ferguson Wellman Capital Management
Oregon
$771K +$771K +5,494 New
PFG
1152
Pacific Financial Group
Washington
$770K +$71.4K +509 +10%
FFA
1153
Fi3 Financial Advisors
Indiana
$770K +$770K +5,488 New
NAMP
1154
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$769K +$148K +1,055 +24%
BFG
1155
Berger Financial Group
Minnesota
$767K -$75K -534 -9%
SOAG
1156
Silver Oak Advisory Group
Oregon
$763K +$51.8K +369 +7%
SIA
1157
Soltis Investment Advisors
Utah
$762K +$232K +1,653 +44%
SWP
1158
Semus Wealth Partners
Florida
$758K +$758K +5,397 New
SAM
1159
SignalPoint Asset Management
Missouri
$755K -$5.9K -42 -0.8%
WA
1160
Wealthstream Advisors
New York
$755K +$7.02K +50 +0.9%
RWPA
1161
Richard W. Paul & Associates
Michigan
$755K +$755K +5,375 New
MPW
1162
Monterey Private Wealth
California
$750K +$10.4K +74 +1%
FMTC
1163
Farmers & Merchants Trust Company
California
$747K -$42.1K -300 -5%
PFGIA
1164
Patriot Financial Group Insurance Agency
Massachusetts
$746K -$338K -2,407 -31%
B
1165
Barings
North Carolina
$745K – – –
CGPCS
1166
Capital Group Private Client Services
California
$744K -$1.09M -7,738 -59%
JGIA
1167
Jackson Grant Investment Advisers
Connecticut
$742K +$1.54K +11 +0.2%
PCM
1168
Prelude Capital Management
New York
$741K +$741K +5,280 New
MJRIC
1169
Mogy Joel R Investment Counsel
California
$740K +$10.5K +75 +1%
LA
1170
Latitude Advisors
Florida
$737K -$18.8K -134 -2%
CMBA
1171
C.M. Bidwell & Associates
Hawaii
$736K +$19.9K +142 +3%
NL
1172
NEPC LLC
Massachusetts
$726K -$98.8K -704 -12%
OMC
1173
Overbrook Management Corp
New York
$718K – – –
SWM
1174
Sanctuary Wealth Management
Idaho
$718K +$150K +1,069 +26%
LC
1175
Lincoln Capital
Nebraska
$712K -$13.9K -99 -2%
45 46
47
48 49