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 %
ACM
1401
Absolute Capital Management
Pennsylvania
$365K +$4.35K +31 +1%
ML
1402
McAdam LLC
Pennsylvania
$365K -$803K -5,452 -69%
SAM
1403
Seelaus Asset Management
New Jersey
$365K +$7.43K +53 +2%
SIM
1404
Stratos Investment Management
Ohio
$365K -$93.7K -667 -20%
CAI
1405
Capital Advisors Inc
Oklahoma
$365K +$51.7K +368 +16%
FIM
1406
FWL Investment Management
Texas
$363K -$4.77K -34 -1%
RA
1407
Rockingstone Advisors
Massachusetts
$362K +$362K +2,582 New
MP
1408
McDonald Partners
Ohio
$361K – – –
FG
1409
Fiduciary Group
Georgia
$360K -$11.2K -80 -3%
CIS
1410
Continental Investors Services
Washington
$358K – – –
OHIS
1411
Oak Harvest Investment Services
Texas
$356K +$52.5K +374 +17%
CW
1412
Connectus Wealth
Ohio
$356K +$356K +2,537 New
SFPG
1413
Stonebridge Financial Planning Group
Florida
$354K +$101K +720 +40%
BCP
1414
Blue Chip Partners
Michigan
$354K +$354K +2,518 New
VNB
1415
Virginia National Bank
Virginia
$353K -$88K -627 -20%
ACM
1416
Avalon Capital Management
California
$352K +$10.8K +77 +3%
WP
1417
Westmount Partners
California
$352K +$352K +2,506 New
PG
1418
Proffitt & Goodson
Tennessee
$352K – – –
HTHT
1419
Hemenway Trust Hemenway Trust
New Hampshire
$351K -$63.2K -450 -15%
BWL
1420
Bogart Wealth LLC
Virginia
$350K +$111K +791 +46%
TCM
1421
Telos Capital Management
California
$348K +$60.2K +429 +21%
KIA
1422
KCM Investment Advisors
California
$348K -$306K -2,177 -47%
CFG
1423
Carr Financial Group
Massachusetts
$348K +$348K +2,476 New
CAM
1424
Cidel Asset Management
Ontario, Canada
$347K – – –
GI
1425
Gradient Investments
Minnesota
$347K -$111K -792 -24%
55 56
57
58 59