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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 %
ACM
1301
Avalon Capital Management
California
$301K -$715K -5,782 -70%
TCWM
1302
Total Clarity Wealth Management
Illinois
$301K -$12.7K -103 -4%
GPA
1303
Garrison Point Advisors
California
$301K – – –
ASI
1304
Advisory Services & Investments
Oregon
$301K – – –
OFS
1305
OneAscent Financial Services
Alabama
$298K -$4.56K -37 -2%
ORC
1306
O'Rourke & Company
Massachusetts
$297K +$13.8K +112 +5%
SFG
1307
SNS Financial Group
Minnesota
$296K -$4.45K -36 -1%
CA
1308
Calton & Associates
Florida
$296K +$18K +146 +6%
IIM
1309
InTrack Investment Management
Vermont
$296K +$77.7K +630 +36%
MWM
1310
Marietta Wealth Management
Georgia
$294K – – –
APW
1311
Atlantic Private Wealth
North Carolina
$294K – – –
BFWA
1312
Benchmark Financial Wealth Advisors
Florida
$294K +$1.85K +15 +0.6%
BWM
1313
Bulltick Wealth Management
Florida
$293K – – –
CWM
1314
Calamos Wealth Management
Illinois
$293K +$54.6K +442 +23%
KC
1315
Kingfisher Capital
North Carolina
$292K +$1.98K +16 +0.7%
DWM
1316
Dopkins Wealth Management
New York
$290K +$247 +2 +0.1%
NP
1317
NorthRock Partners
Minnesota
$289K -$86.3K -698 -23%
CF
1318
Copperwynd Financial
Arizona
$287K -$89.7K -727 -24%
CPSC
1319
Carl P. Sherr & Co
Massachusetts
$285K – – –
IAMOG
1320
Investors Asset Management of Georgia
Georgia
$284K – – –
MW
1321
Milestone Wealth
New York
$284K – – –
SW
1322
Solidarity Wealth
Utah
$284K +$43.2K +311 +18%
SAMT
1323
Select Asset Management & Trust
Pennsylvania
$283K -$117K -949 -29%
VCM
1324
Vision Capital Management
Oregon
$283K – – –
EWM
1325
Endowment Wealth Management
Wisconsin
$283K +$4.44K +36 +2%
51 52
53
54 55