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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 %
CCWM
1351
Cassaday & Co Wealth Management
Virginia
$422K +$422K +3,009 New
GWS
1352
Glassman Wealth Services
Virginia
$422K +$134K +957 +47%
BP
1353
BBR Partners
New York
$421K -$3.22M -22,934 -88%
BZWA
1354
Blue Zone Wealth Advisors
California
$421K – – –
OWP
1355
Obermeyer Wealth Partners
Colorado
$419K – – –
SWA
1356
Sightline Wealth Advisors
Connecticut
$419K +$46.5K +331 +12%
SFA
1357
Seneca Financial Advisors
New York
$417K +$417K +2,973 New
RK
1358
Rather & Kittrell
Tennessee
$417K – – –
JFA
1359
JNBA Financial Advisors
Minnesota
$416K -$2.95K -21 -0.7%
MA
1360
MJP Associates
Connecticut
$416K -$20.6K -147 -5%
SC
1361
Schoolcraft Capital
Colorado
$415K -$28.9K -206 -7%
PSP
1362
Pacific Sage Partners
Washington
$415K +$415K +2,957 New
LWA
1363
LWS Wealth Advisors
New Jersey
$413K – – –
SAM
1364
Summit Asset Management
Tennessee
$411K -$561 -4 -0.1%
SEM
1365
Strategic Equity Management
Arizona
$411K +$120K +852 +41%
GAB
1366
German American Bancorp
Indiana
$409K +$409K +2,916 New
AAG
1367
Armstrong Advisory Group
Massachusetts
$405K +$405K +2,886 New
FNBOMD
1368
First National Bank of Mount Dora
Florida
$404K +$23.9K +170 +6%
HT
1369
Headlands Technologies
Illinois
$404K +$404K +2,881 New
DA
1370
Drake & Associates
Wisconsin
$402K – – –
4WM
1371
44 Wealth Management
Oregon
$402K +$402K +2,862 New
AWM
1372
Atticus Wealth Management
Florida
$402K -$134K -958 -25%
SC
1373
SouthState Corp
Florida
$399K +$27.9K +199 +8%
PSCM
1374
Per Stirling Capital Management
Texas
$398K +$398K +2,834 New
MWA
1375
Meridian Wealth Advisors
Texas
$398K – – –
53 54
55
56 57