VTV icon

Vanguard Value ETF
VTV

Overview Fund Activity

1,638 hedge funds and large institutions have $62B invested in Vanguard Value ETF in 2022 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 786 increasing their positions, 518 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,638
Holders Change
-14
Holders Change %
-0.85%
% of All Funds
28.32%
Holding in Top 10
318
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-1.55%
% of All Funds
5.5%
New
102
Increased
786
Reduced
518
Closed
92
Calls
$62.1M
Puts
$21.9M
Net Calls
+$40.2M
Net Calls Change
+$29.8M

Top Buyers

1
AIA
Angeles Investment Advisors
California
+$292M
2
PFO
Pathstone Family Office
New Jersey
+$134M
3
Bank of America
Bank of America
North Carolina
+$130M
4
Goldman Sachs
Goldman Sachs
New York
+$96.4M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$79.6M

Top Sellers

1
CIAS
CBIZ Investment Advisory Services
Ohio
-$173M
2
IMCOOI
Investment Management Corp of Ontario (IMCO)
Canada
-$132M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$69.9M
4
PAG
Private Advisor Group
New Jersey
-$62M
5
SCM
SCS Capital Management
Massachusetts
-$56.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FSG
1451
Financial Strategies Group
Michigan
$203K -$153K -1,234 -43%
DWA
1452
Dougherty Wealth Advisers
Minnesota
$203K – – –
VCM
1453
Versant Capital Management
Arizona
$202K -$93K -754 -32%
TW
1454
TrinityPoint Wealth
Connecticut
$201K +$2.47K +20 +1%
EWM
1455
EPG Wealth Management
Georgia
$200K -$264K -2,139 -57%
DLCIG
1456
D.L. Carlson Investment Group
New Hampshire
$200K -$3.95K -32 -2%
OAM
1457
Occidental Asset Management
California
$200K +$866 +7 +0.4%
PWW
1458
Pettyjohn Wood & White
Virginia
$200K +$1.23K +10 +0.6%
WT
1459
Washington Trust
Rhode Island
$196K -$1.49K -12 -0.8%
SWM
1460
Selective Wealth Management
Virginia
$195K +$124 +1 +0.1%
AIP
1461
Ameritas Investment Partners
Nebraska
$194K +$143K +1,157 +277%
CYG
1462
Clean Yield Group
Vermont
$192K -$74.1K -600 -28%
BBHC
1463
Brown Brothers Harriman & Co
New York
$192K +$102K +824 +112%
LWCFA
1464
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$186K – – –
DSC
1465
Duncker Streett & Co
Missouri
$184K -$62.8K -508 -25%
PP
1466
Pacifica Partners
Canada
$181K +$26.3K +204 +17%
BAM
1467
Byrne Asset Management
New Jersey
$180K +$159K +1,281 +740%
RWA
1468
RGT Wealth Advisors
Texas
$172K -$659K -5,335 -79%
AWM
1469
Abound Wealth Management
Tennessee
$171K +$12.2K +99 +8%
TC
1470
Truvestments Capital
Florida
$170K +$1.11K +9 +0.7%
WT
1471
Whittier Trust
California
$170K +$83.4K +674 +96%
BCV
1472
Banque Cantonale Vaudoise
Switzerland
$169K -$26.4K -214 -14%
ARIS
1473
Advanced Research Investment Solutions
California
$164K +$164K +1,328 New
OCM
1474
Orion Capital Management
California
$160K – – –
JEST
1475
JTC Employer Solutions Trustee
Jersey
$158K – – –
57 58
59
60 61