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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 %
GSB
1426
Greenfield Savings Bank
Massachusetts
$346K -$19.1K -136 -5%
TCWM
1427
Total Clarity Wealth Management
Illinois
$344K +$1.83K +13 +0.5%
MLFP
1428
MPS Loria Financial Planners
Illinois
$344K +$561 +4 +0.2%
B
1429
BetterWealth
California
$344K – – –
Principal Financial Group
1430
Principal Financial Group
Iowa
$344K -$79.9K -569 -19%
AUB
1431
Atlantic Union Bankshares
Virginia
$343K – – –
GPA
1432
Garrison Point Advisors
California
$343K – – –
SRC
1433
Shufro Rose & Co
New York
$341K +$98.3K +700 +40%
BG
1434
Benedetti & Gucer
Georgia
$340K -$169K -1,204 -33%
ORC
1435
O'Rourke & Company
Massachusetts
$338K +$982 +7 +0.3%
PHS
1436
Pekin Hardy Strauss
Illinois
$338K -$273K -1,944 -45%
QHA
1437
Quarry Hill Advisors
Minnesota
$336K +$336K +2,391 New
CCFCSB
1438
Cape Cod Five Cents Savings Bank
Massachusetts
$334K -$35.1K -250 -9%
KC
1439
Kingfisher Capital
North Carolina
$334K +$2.53K +18 +0.8%
BWM
1440
Bulltick Wealth Management
Florida
$334K – – –
DWM
1441
Dopkins Wealth Management
New York
$332K +$2.39K +17 +0.7%
GW
1442
GW & Wade
Massachusetts
$332K +$15.4K +110 +5%
IIL
1443
Insight Inv LLC
California
$331K -$23.2K -165 -7%
APW
1444
Atlantic Private Wealth
North Carolina
$330K -$3.93K -28 -1%
SFG
1445
SNS Financial Group
Minnesota
$330K -$6.6K -47 -2%
FCA
1446
Fortis Capital Advisors
Kansas
$329K +$329K +2,347 New
FFM
1447
Forum Financial Management
Illinois
$327K +$8.56K +61 +3%
CPSC
1448
Carl P. Sherr & Co
Massachusetts
$324K – – –
CWM
1449
Calamos Wealth Management
Illinois
$324K -$8.7K -62 -3%
EWM
1450
Endowment Wealth Management
Wisconsin
$324K +$2.11K +15 +0.7%
56 57
58
59 60