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Vanguard Value ETF

1,647 hedge funds and large institutions have $71.2B invested in Vanguard Value ETF in 2022 Q1 according to their latest regulatory filings, with 171 funds opening new positions, 827 increasing their positions, 438 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 171 | Existing positions closed: 83

93% more call options, than puts

Call options by funds: $37.2M | Put options by funds: $19.3M

89% more repeat investments, than reductions

Existing positions increased: 827 | Existing positions reduced: 438

11% more capital invested

Capital invested by funds: $64.4B → $71.2B (+$6.79B)

10% more funds holding in top 10

Funds holding in top 10: 278306 (+28)

4% more funds holding

Funds holding: 1,5821,647 (+65)

0.36% less ownership

Funds ownership: 69.93%69.57% (-0.36%)

Holders
1,647
Holders Change
+65
Holders Change %
+4.11%
% of All Funds
25.97%
Holding in Top 10
306
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+10.07%
% of All Funds
4.83%
New
171
Increased
827
Reduced
438
Closed
83
Calls
$37.2M
Puts
$19.3M
Net Calls
+$17.9M
Net Calls Change
+$1.61M
Name Holding Trade Value Shares
Change
Change in
Stake
DBRC
1451
D.B. Root & Company
Pennsylvania
$207K +$438 +3 +0.2%
NC
1452
NewSquare Capital
Pennsylvania
$207K +$204K +1,399 New
BWP
1453
Bernardo Wealth Planning
Pennsylvania
$206K
KPCM
1454
Kings Point Capital Management
New York
$206K +$146K +999 +251%
Boston Partners
1455
Boston Partners
Massachusetts
$205K -$1.66M -11,392 -89%
FF
1456
FourThought Financial
Florida
$205K +$200K +1,372 +7,622%
AHC
1457
Anderson Hoagland & Co
Missouri
$205K +$202K +1,385 New
HH
1458
Hilltop Holdings
Texas
$205K +$203K +1,389 New
AWAG
1459
ARS Wealth Advisors Group
Florida
$205K +$203K +1,390 New
SCA
1460
Stonebridge Capital Advisors
Minnesota
$204K +$4.82K +33 +2%
BWP
1461
BSW Wealth Partners
Colorado
$204K +$202K +1,382 New
CI
1462
Ceera Investments
Texas
$202K -$9.48K -65 -5%
LFA
1463
Landmark Financial Advisors
Kentucky
$201K -$21.3K -146 -10%
TC
1464
Truvestments Capital
Florida
$201K +$1.02K +7 +0.5%
ARIS
1465
Advanced Research Investment Solutions
California
$201K +$198K +1,359 New
AFG
1466
Allegheny Financial Group
Pennsylvania
$200K +$197K +1,353 New
SCA
1467
Sandy Cove Advisors
Massachusetts
$195K +$178K +1,223 +1,261%
BFC
1468
Bedel Financial Consulting
Indiana
$194K +$15.9K +109 +9%
JEST
1469
JTC Employer Solutions Trustee
Jersey
$189K
AWM
1470
Abound Wealth Management
Tennessee
$187K +$21.2K +145 +13%
OC
1471
Oakworth Capital
Alabama
$186K
AA
1472
AlphaMark Advisors
Kentucky
$181K -$360K -2,465 -67%
LWP
1473
Laurel Wealth Planning
Minnesota
$179K
BA
1474
Ballast Advisors
Minnesota
$175K +$5.69K +39 +3%
PP
1475
Pacifica Partners
Canada
$173K

VTV Hedge Fund Activity: Q1 2022 in Review

1,647 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Vanguard Value ETF (VTV) for Q1 2022, worth a combined $71.2B — up 11% from $64.4B a quarter earlier.

Buyers outnumbered sellers: 171 funds opened new VTV positions and 83 closed out — a net gain of 88 holders — while 827 added to existing stakes and 438 trimmed.

The largest buyer was Bank of America, adding an estimated $4.7B. The largest seller was Provida Pension Fund Administrator, cutting an estimated $314M.

  • 1,647 institutional investors held Vanguard Value ETF (VTV) as of Q1 2022, up from 1,582 in Q4 2021.
  • Funds reported $71.2B of Vanguard Value ETF stock for Q1 2022, up 11% quarter-over-quarter.
  • 171 funds opened new Vanguard Value ETF positions in Q1 2022 and 83 closed out, a net change of +88 holders.
  • The largest Vanguard Value ETF buyer in Q1 2022 was Bank of America, an estimated $4.7B added.
  • The largest Vanguard Value ETF seller in Q1 2022 was Provida Pension Fund Administrator, an estimated $314M sold.

Based on aggregated 13F filings for Q1 2022.