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 %
IAMOG
1451
Investors Asset Management of Georgia
Georgia
$323K – – –
MIC
1452
Means Investment Company
Maine
$319K +$1.69K +12 +0.5%
IWN
1453
Independent Wealth Network
Iowa
$319K +$17K +121 +6%
DA
1454
DCM Advisors
New York
$318K – – –
KCM
1455
Kanawha Capital Management
Virginia
$317K +$317K +2,255 New
JJBC
1456
James J. Burns & Company
New York
$316K +$2.53K +18 +0.8%
OA
1457
Operose Advisors
Wisconsin
$315K +$2.25K +16 +0.7%
FFW
1458
Fusion Family Wealth
New York
$315K -$58.1K -414 -16%
HIP
1459
Harrell Investment Partners
Texas
$315K +$13.1K +93 +4%
APW
1460
Austin Private Wealth
Texas
$313K -$2.11K -15 -0.7%
THL
1461
Tillman Hartley LLC
Colorado
$312K +$312K +2,224 New
AWM
1462
Aevitas Wealth Management
Massachusetts
$311K +$842 +6 +0.3%
EWA
1463
ERTS Wealth Advisors
Michigan
$311K -$45.6K -325 -13%
Lazard Asset Management
1464
Lazard Asset Management
New York
$307K +$19.9K +142 +7%
JCIA
1465
Jackson Creek Investment Advisors
Colorado
$306K +$11.9K +85 +4%
SCA
1466
Sage Capital Advisors
South Dakota
$305K -$5.9K -42 -2%
HCM
1467
HMS Capital Management
Tennessee
$305K -$290K -2,069 -49%
SAM
1468
Synergy Asset Management
Washington
$304K +$304K +2,163 New
PKC
1469
Palmer Knight Company
Florida
$303K – – –
GL
1470
Graypoint LLC
New York
$303K -$83.4K -594 -22%
GAG
1471
GM Advisory Group
New York
$303K +$303K +2,156 New
TW
1472
TrinityPoint Wealth
Connecticut
$302K +$73.6K +524 +32%
FPCP
1473
Fort Point Capital Partners
California
$301K – – –
UWPG
1474
Ullmann Wealth Partners Group
Florida
$300K +$421 +3 +0.1%
LCM
1475
Logan Capital Management
Pennsylvania
$299K +$299K +2,131 New
57 58
59
60 61