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 %
FPCG
1251
Fort Pitt Capital Group
Pennsylvania
$568K – – –
ACM
1252
Alamar Capital Management
California
$567K +$567K +4,040 New
BFM
1253
Boston Financial Management
Massachusetts
$565K +$565K +4,027 New
PA
1254
Procyon Advisors
Connecticut
$564K +$179K +1,272 +46%
OWA
1255
One Wealth Advisors
California
$563K +$563K +4,010 New
MWM
1256
Madison Wealth Management
Ohio
$563K – – –
MFS
1257
McNamara Financial Services
Massachusetts
$559K -$1.12K -8 -0.2%
DJSG
1258
D.J. St. Germain
Massachusetts
$559K +$220K +4,013 +65%
BWP
1259
Bernardo Wealth Planning
Pennsylvania
$552K +$171K +1,221 +45%
PFA
1260
Petra Financial Advisors
Colorado
$550K +$550K +3,915 New
CWS
1261
Confluence Wealth Services
Pennsylvania
$547K +$83K +591 +18%
ANTB
1262
AMG National Trust Bank
Colorado
$547K +$1.83K +13 +0.3%
VCM
1263
Virtue Capital Management
Tennessee
$541K – – –
CFB
1264
Cullen/Frost Bankers
Texas
$535K +$57.8K +412 +12%
CA
1265
Calton & Associates
Florida
$529K +$191K +1,364 +57%
BB
1266
Busey Bank
Illinois
$525K +$14.2K +101 +3%
TFO
1267
Tarbox Family Office
California
$524K +$15.6K +111 +3%
TB
1268
Treynor Bancshares
Iowa
$523K – – –
PAG
1269
Private Advisory Group
Washington
$523K +$1.12K +8 +0.2%
TFA
1270
Triad Financial Advisors
North Carolina
$519K +$93.5K +666 +22%
NIC
1271
Northwest Investment Counselors
Oregon
$518K +$441K +3,143 +575%
GG
1272
Gofen & Glossberg
Illinois
$517K -$195K -1,390 -27%
PFM
1273
Parsec Financial Management
North Carolina
$517K -$28.4K -202 -5%
FNWM
1274
Financial Network Wealth Management
Utah
$516K +$36.9K +263 +8%
SW
1275
SkyOak Wealth
Michigan
$515K +$67.7K +482 +15%
49 50
51
52 53