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 %
HR
1201
Howe & Rusling
New York
$650K +$57.3K +408 +10%
AC
1202
Avestar Capital
New York
$650K -$222K -1,582 -25%
LOPW
1203
Live Oak Private Wealth
North Carolina
$649K – – –
HAS
1204
HBW Advisory Services
California
$646K -$293K -2,088 -31%
PC
1205
Pecaut & Co
Iowa
$645K +$324K +2,307 +101%
EPWM
1206
Essex Private Wealth Management
Massachusetts
$644K +$45.2K +322 +8%
CCA
1207
Conservest Capital Advisors
Pennsylvania
$641K +$641K +4,569 New
PB
1208
Pinnacle Bancorp
Nebraska
$641K +$20.2K +144 +3%
AMM
1209
American Money Management
California
$637K +$2.39K +17 +0.4%
RRC
1210
Relaxing Retirement Coach
Massachusetts
$636K -$46.7K -333 -7%
KSWA
1211
Kathleen S. Wright Associates
Pennsylvania
$634K +$224K +1,600 +55%
PCP
1212
Proficio Capital Partners
Massachusetts
$632K – – –
VCM
1213
Vigilant Capital Management
Maine
$632K – – –
AW
1214
Apricus Wealth
South Carolina
$631K +$51.2K +365 +9%
FFA
1215
Founders Financial Alliance
North Carolina
$626K – – –
GCM
1216
Garland Capital Management
Washington
$622K -$141K -1,006 -18%
CRI
1217
Colonial River Investments
Virginia
$621K -$19.7K -140 -3%
IWA
1218
Icon Wealth Advisors
Texas
$617K +$842 +6 +0.1%
CIA
1219
Cohen Investment Advisors
New Hampshire
$616K -$5.9K -42 -0.9%
TSWM
1220
Triangle Securities Wealth Management
North Carolina
$615K -$20.4K -145 -3%
AACR
1221
ACR Alpine Capital Research
Missouri
$614K -$13.9K -99 -2%
IFWM
1222
Institute for Wealth Management
Colorado
$612K -$562 -4 -0.1%
BLC
1223
Brown, Lisle/Cummings
Rhode Island
$611K +$13.6K +97 +2%
NCM
1224
NCM Capital Management
New Jersey
$610K – – –
BFIM
1225
Beese Fulmer Investment Management
Ohio
$609K +$9.26K +66 +2%
47 48
49
50 51