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 %
CIA
1301
Cladis Investment Advisory
Montana
$481K +$2.25K +16 +0.5%
AFP
1302
Ausdal Financial Partners
Iowa
$481K +$50.4K +359 +12%
KFI
1303
Key Financial Inc
Pennsylvania
$479K – – –
HCM
1304
Hall Capital Management
Rhode Island
$478K +$1.97K +14 +0.4%
ANBT
1305
American National Bank & Trust
Texas
$477K – – –
HFA
1306
Highland Financial Advisors
New Jersey
$476K -$11.6K -83 -2%
SCM
1307
Spreng Capital Management
Ohio
$476K – – –
MWM
1308
Marietta Wealth Management
Georgia
$475K +$141K +1,006 +42%
CA
1309
Claro Advisors
Massachusetts
$472K +$142K +1,010 +43%
CIA
1310
Compass Ion Advisors
Pennsylvania
$471K -$164K -1,171 -26%
EGA
1311
Eagle Global Advisors
Texas
$470K – – –
VM
1312
VPR Management
Texas
$470K – – –
SCA
1313
Sandy Cove Advisors
Massachusetts
$469K +$93.8K +668 +25%
CWS
1314
Cypress Wealth Services
California
$469K – – –
TI
1315
Truepoint Inc
Ohio
$469K +$15.3K +109 +3%
FWM
1316
Fairhaven Wealth Management
Illinois
$468K – – –
NB
1317
NBT Bank
New York
$467K +$467K +3,326 New
WKWM
1318
Walter & Keenan Wealth Management
Indiana
$467K +$982 +7 +0.2%
LRPA
1319
L. Roy Papp & Associates
Arizona
$466K -$281 -2 -0.1%
CIA
1320
Choate Investment Advisors
Massachusetts
$461K +$195K +1,390 +73%
SL
1321
SWMG LLC
Texas
$461K -$487K -3,472 -51%
AFG
1322
Allegheny Financial Group
Pennsylvania
$456K +$64.3K +458 +16%
SAS
1323
Stelac Advisory Services
New York
$453K – – –
LWP
1324
LMG Wealth Partners
Louisiana
$452K +$452K +3,148 New
N
1325
Natixis
France
$452K +$452K +3,222 New
51 52
53
54 55