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 %
WQ
1226
Wealth Quarterback
New Jersey
$608K +$332K +2,367 +121%
ACM
1227
Allred Capital Management
Texas
$607K -$8.43K -60 -1%
DA
1228
Detalus Advisors
Missouri
$605K +$40.7K +290 +7%
KA
1229
Klingman & Associates
New York
$604K +$184K +1,312 +44%
VFP
1230
Verus Financial Partners
Virginia
$602K +$577 +4 +0.1%
RSC
1231
Red Spruce Capital
Pennsylvania
$601K +$25.4K +181 +4%
HA
1232
HC Advisors
Georgia
$598K +$91.8K +654 +18%
KWILP
1233
Kiwi Wealth Investments Limited Partnership
New Zealand
$595K +$595K +4,241 New
CFAM
1234
Center For Asset Management
Florida
$595K -$25.7K -183 -4%
RWM
1235
Rockwood Wealth Management
Pennsylvania
$594K +$15.7K +112 +3%
EWA
1236
Evolution Wealth Advisors
Florida
$593K – – –
BBNA
1237
Bremer Bank National Association
Minnesota
$593K – – –
BONH
1238
Bank of New Hampshire
New Hampshire
$593K +$16.8K +120 +3%
SIAG
1239
Safeguard Investment Advisory Group
California
$592K -$216K -1,539 -27%
BWA
1240
BlueSky Wealth Advisors
North Carolina
$591K +$1.97K +14 +0.3%
OCM
1241
Orser Capital Management
Texas
$590K -$889K -6,330 -60%
FSA
1242
Fort Sheridan Advisors
Illinois
$589K +$68.6K +489 +13%
BEAM
1243
Baker Ellis Asset Management
Washington
$583K +$583K +4,155 New
RIA
1244
RPG Investment Advisory
California
$583K +$41.4K +295 +8%
CIAS
1245
Capital Investment Advisory Services
North Carolina
$579K -$9.27K -66 -2%
LK
1246
Lumbard & Kellner
New Hampshire
$576K – – –
ACM
1247
Advance Capital Management
Michigan
$576K -$56.9K -405 -9%
GKWIM
1248
Gerber Kawasaki Wealth & Investment Management
California
$574K -$64.7K -461 -10%
NL
1249
Navalign LLC
California
$573K +$47K +335 +9%
DWA
1250
Dougherty Wealth Advisers
Minnesota
$572K +$341K +2,432 +148%
48 49
50
51 52