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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 %
GIA
1176
GHP Investment Advisors
Colorado
$708K +$30K +214 +4%
SG
1177
Stonnington Group
California
$707K -$231K -1,615 -25%
BMWM
1178
Brown Miller Wealth Management
Virginia
$705K +$91.2K +650 +15%
TWA
1179
TCI Wealth Advisors
Arizona
$697K +$98.8K +704 +17%
WCG
1180
Weaver Consulting Group
California
$694K – – –
PMFA
1181
Plante Moran Financial Advisors
Michigan
$687K -$41.1K -293 -6%
LW
1182
Linscomb Wealth
Texas
$686K +$11.4K +81 +2%
CAG
1183
Curtis Advisory Group
California
$684K +$152K +1,080 +28%
AIC
1184
Ayalon Insurance Company
Israel
$682K +$77.5K +552 +13%
CRC
1185
Curi RMB Capital
Illinois
$681K +$55.2K +393 +9%
JWCA
1186
J.W. Coons Advisors
Ohio
$681K -$623K -4,441 -48%
TAM
1187
Townsend Asset Management
North Carolina
$679K +$31.2K +222 +5%
WA
1188
WP Advisors
California
$675K +$4.91K +35 +0.7%
WFPG
1189
Waller Financial Planning Group
Ohio
$673K -$95.5K -680 -12%
SS
1190
Simplicity Solutions
Minnesota
$670K -$55.3K -394 -8%
HW
1191
Hancock Whitney
Mississippi
$668K +$23.4K +167 +4%
SFS
1192
Summit Financial Strategies
Ohio
$667K -$6.46K -46 -1%
GLLW
1193
Graves Light Lenhart Wealth
Virginia
$665K +$174K +1,239 +35%
FAAM
1194
First Ascent Asset Management
Colorado
$665K +$665K +4,739 New
CFS
1195
Cannon Financial Strategists
Georgia
$664K -$360K -2,565 -35%
RLWM
1196
RF&L Wealth Management
Massachusetts
$662K +$662K +4,717 New
WCFA
1197
Walkner Condon Financial Advisors
Wisconsin
$660K +$26.3K +187 +4%
PFM
1198
Peak Financial Management
Massachusetts
$657K +$202K +1,441 +44%
1WM
1199
1900 Wealth Management
Texas
$656K -$4.91K -35 -0.7%
TWA
1200
Talisman Wealth Advisors
New Jersey
$650K +$650K +4,630 New
46 47
48
49 50