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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 %
CC
1376
Cannell & Co
New York
$397K +$397K +2,828 New
NWMG
1377
National Wealth Management Group
Ohio
$397K -$55.4K -395 -12%
CWM
1378
Collaborative Wealth Management
Florida
$397K -$10.7K -76 -3%
BI
1379
Ballast Inc
Kentucky
$395K – – –
FW
1380
FirstPurpose Wealth
Utah
$394K +$394K +2,808 New
AAS
1381
Asset Allocation Strategies
Michigan
$393K +$393K +2,797 New
FSA
1382
Financial Sense Advisors
California
$390K +$390K +2,776 New
RIL
1383
Rothschild Investment LLC
Illinois
$388K – – –
DCM
1384
Dimension Capital Management
Florida
$387K +$387K +2,760 New
WB
1385
Webster Bank
Connecticut
$387K – – –
TC
1386
Telemus Capital
Michigan
$386K +$386K +2,693 New
MPM
1387
Meritage Portfolio Management
Kansas
$386K -$24.8K -177 -6%
FBFS
1388
First Business Financial Services
Wisconsin
$386K – – –
IP
1389
Ignite Planners
California
$385K +$5.6K +39 +1%
VW
1390
Vance Wealth
California
$384K – – –
MC
1391
Mathes Company
New York
$384K – – –
LA
1392
LexAurum Advisors
Kansas
$381K – – –
CCMG
1393
Clark Capital Management Group
Pennsylvania
$377K +$377K +2,685 New
BWIA
1394
Bryant Woods Investment Advisors
New York
$376K – – –
RW
1395
RVW Wealth
California
$376K -$1.38M -9,832 -79%
1WA
1396
180 Wealth Advisors
Washington
$371K -$57.2K -397 -13%
RMDI
1397
R.M. Davis Inc
Maine
$369K – – –
GA
1398
Goldstein Advisors
Wisconsin
$367K +$367K +2,612 New
VF
1399
VitalStone Financial
Texas
$367K +$367K +2,621 New
VFA
1400
Voya Financial Advisors
Connecticut
$366K -$6.05K -43 -2%
54 55
56
57 58