VTV icon

Vanguard Value ETF
VTV

Overview Fund Activity

1,575 hedge funds and large institutions have $64.4B invested in Vanguard Value ETF in 2021 Q4 according to their latest regulatory filings, with 325 funds opening new positions, 682 increasing their positions, 357 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,575
Holders Change
+240
Holders Change %
+17.98%
% of All Funds
24.32%
Holding in Top 10
277
Holding in Top 10 Change
+69
Holding in Top 10 Change %
+33.17%
% of All Funds
4.28%
New
325
Increased
682
Reduced
357
Closed
58
Calls
$31.2M
Puts
$14.9M
Net Calls
+$16.3M
Net Calls Change
-$1.28M

Top Buyers

1
PPFA
Provida Pension Fund Administrator
Chile
+$365M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$285M
3
BlackRock
BlackRock
New York
+$243M
4
CIAS
CBIZ Investment Advisory Services
Ohio
+$207M
5
Ameriprise
Ameriprise
Minnesota
+$121M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$298M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$144M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$75.6M
4
PAG
Private Advisor Group
New Jersey
-$70.3M
5
TAIM
TD Ameritrade Investment Management
Nebraska
-$65.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSC
1301
Syverson Strege & Co
Iowa
$260K – – –
FMII
1302
Farmers & Merchants Investments Inc
Nebraska
$259K +$78.2K +531 +43%
MWM
1303
Marion Wealth Management
Pennsylvania
$258K +$258K +1,757 New
WA1
1304
Wimmer Associates 1
California
$257K -$66.3K -450 -21%
RPGK
1305
Retirement Planning Group (Kansas)
Kansas
$254K -$3.39K -23 -1%
FFP
1306
Forbes Financial Planning
Rhode Island
$254K +$254K +1,721 New
MCM
1307
Murphy Capital Management
New Jersey
$253K – – –
CAG
1308
Curtis Advisory Group
California
$253K +$14K +95 +6%
DCM
1309
Donaldson Capital Management
Indiana
$253K +$21.3K +145 +9%
C
1310
Certuity
Florida
$252K -$49.5K -337 -16%
GSEP
1311
Golden State Equity Partners
California
$252K -$11.6K -79 -4%
KWMG
1312
King Wealth Management Group
Florida
$252K -$736 -5 -0.3%
KW
1313
KWB Wealth
California
$252K +$442 +3 +0.2%
AP
1314
Adero Partners
California
$252K +$1.03K +7 +0.4%
ATPW
1315
Ashton Thomas Private Wealth
Arizona
$251K +$251K +1,705 New
FB
1316
Fulton Bank
Pennsylvania
$249K – – –
FDCC
1317
Foster Dykema Cabot & Co
Massachusetts
$249K – – –
T
1318
TCWP
Ohio
$249K +$249K +1,696 New
AGA
1319
Arkos Global Advisors
Texas
$248K – – –
FC
1320
Fulcrum Capital
Washington
$248K +$248K +1,684 New
MCM
1321
Mainstay Capital Management
Michigan
$247K +$247K +1,677 New
BFIC
1322
Bedell Frazier Investment Counselling
California
$247K +$247K +1,680 New
AP
1323
Appleton Partners
Massachusetts
$246K -$1.47K -10 -0.6%
SCM
1324
Sterneck Capital Management
Missouri
$246K – – –
FA
1325
Fermata Advisors
California
$244K -$52.6K -358 -18%
51 52
53
54 55