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Vanguard Value ETF
VTV

Overview Fund Activity

1,638 hedge funds and large institutions have $62B invested in Vanguard Value ETF in 2022 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 786 increasing their positions, 518 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,638
Holders Change
-14
Holders Change %
-0.85%
% of All Funds
28.32%
Holding in Top 10
318
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-1.55%
% of All Funds
5.5%
New
102
Increased
786
Reduced
518
Closed
92
Calls
$62.1M
Puts
$21.9M
Net Calls
+$40.2M
Net Calls Change
+$29.8M

Top Buyers

1
AIA
Angeles Investment Advisors
California
+$292M
2
PFO
Pathstone Family Office
New Jersey
+$134M
3
Bank of America
Bank of America
North Carolina
+$130M
4
Goldman Sachs
Goldman Sachs
New York
+$96.4M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$79.6M

Top Sellers

1
CIAS
CBIZ Investment Advisory Services
Ohio
-$173M
2
IMCOOI
Investment Management Corp of Ontario (IMCO)
Canada
-$132M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$69.9M
4
PAG
Private Advisor Group
New Jersey
-$62M
5
SCM
SCS Capital Management
Massachusetts
-$56.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FG
1226
Fiduciary Group
Georgia
$376K -$38.1K -268 -9%
TFA
1227
Triad Financial Advisors
North Carolina
$375K +$110K +890 +42%
Principal Financial Group
1228
Principal Financial Group
Iowa
$373K +$373K +3,020 New
MA
1229
Modus Advisors
Minnesota
$372K +$4.57K +37 +1%
GSC
1230
Ground Swell Capital
South Carolina
$372K +$372K +3,013 New
BZWA
1231
Blue Zone Wealth Advisors
California
$370K -$123K -1,000 -25%
KA
1232
Klingman & Associates
New York
$369K -$741 -6 -0.2%
JFA
1233
JNBA Financial Advisors
Minnesota
$369K – – –
OWP
1234
Obermeyer Wealth Partners
Colorado
$369K – – –
TCOV
1235
Trust Company of Vermont
Vermont
$369K – – –
1WA
1236
180 Wealth Advisors
Washington
$367K – – –
RK
1237
Rather & Kittrell
Tennessee
$366K – – –
HTHT
1238
Hemenway Trust Hemenway Trust
New Hampshire
$364K – – –
Fisher Asset Management
1239
Fisher Asset Management
Washington
$363K -$10.5K -85 -3%
LWA
1240
LWS Wealth Advisors
New Jersey
$363K -$617 -5 -0.2%
MPM
1241
Meritage Portfolio Management
Kansas
$362K -$22.4K -181 -6%
PBF
1242
Petix & Botte Financial
California
$362K -$1.85K -15 -0.5%
SAM
1243
Summit Asset Management
Tennessee
$362K +$7.78K +63 +2%
KSWA
1244
Kathleen S. Wright Associates
Pennsylvania
$361K +$361K +2,920 New
FFW
1245
Fusion Family Wealth
New York
$360K +$56K +414 +18%
CWM
1246
Collaborative Wealth Management
Florida
$358K -$6.79K -55 -2%
HH
1247
Hilltop Holdings
Texas
$356K +$166K +1,349 +88%
GWANC
1248
Guardian Wealth Advisors (North Carolina)
North Carolina
$355K +$221K +1,793 +165%
BWP
1249
Bernardo Wealth Planning
Pennsylvania
$355K +$355K +2,710 New
DA
1250
Drake & Associates
Wisconsin
$354K -$4.69K -38 -1%
48 49
50
51 52