VTV icon

Vanguard Value ETF
VTV

Overview Fund Activity

1,575 hedge funds and large institutions have $64.4B invested in Vanguard Value ETF in 2021 Q4 according to their latest regulatory filings, with 325 funds opening new positions, 682 increasing their positions, 357 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,575
Holders Change
+240
Holders Change %
+17.98%
% of All Funds
24.32%
Holding in Top 10
277
Holding in Top 10 Change
+69
Holding in Top 10 Change %
+33.17%
% of All Funds
4.28%
New
325
Increased
682
Reduced
357
Closed
58
Calls
$31.2M
Puts
$14.9M
Net Calls
+$16.3M
Net Calls Change
-$1.28M

Top Buyers

1
PPFA
Provida Pension Fund Administrator
Chile
$680M
2
Jones Financial Companies
Jones Financial Companies
Missouri
$11.1B
3
BlackRock
BlackRock
New York
$307M
4
CIAS
CBIZ Investment Advisory Services
Ohio
$207M
5
Ameriprise
Ameriprise
Minnesota
$1.08B

Top Sellers

1
Bank of America
Bank of America
North Carolina
$12.7B
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$75.1M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$297M
4
PAG
Private Advisor Group
New Jersey
$137M
5
TAIM
TD Ameritrade Investment Management
Nebraska
$567M
Name Holding Trade Value Shares
Change 		Shares
Change %
OFG
126
Oxford Financial Group
Indiana
$44.2M -$308K -2,092 -0.7%
EWM
127
Empirical Wealth Management
Washington
$44.1M +$2.25M +15,294 +5%
TC
128
Trilogy Capital
California
$43.9M -$1.08M -7,352 -2%
BWM
129
Baystate Wealth Management
Massachusetts
$43.8M +$1.19M +8,061 +3%
SF
130
Summit Financial
New Jersey
$42.8M +$402K +2,735 +0.9%
Bank Julius Baer & Co
131
Bank Julius Baer & Co
Switzerland
$42.3M +$2.71M +18,445 +7%
PRWA
132
Platte River Wealth Advisors
Colorado
$42M +$3.33M +22,180 +9%
FDCDDQ
133
Federation des caisses Desjardins du Quebec
Quebec, Canada
$41.9M -$288K -1,958 -0.7%
HWAM
134
Hennion & Walsh Asset Management
New Jersey
$41.4M +$1.34M +9,119 +3%
EI
135
Ellevest Inc
New York
$41.1M +$2.06M +14,046 +5%
Rockefeller Capital Management
136
Rockefeller Capital Management
New York
$41M +$4.02M +27,359 +11%
BRWM
137
B. Riley Wealth Management
Tennessee
$40.7M +$2.53M +17,180 +7%
RIG
138
Roosevelt Investment Group
New York
$40.7M -$5.77M -39,191 -12%
PFA
139
Pathway Financial Advisors
Vermont
$40.6M +$40.6M +278,644 New
3LCM
140
3D/L Capital Management
Connecticut
$40.5M -$354K -2,406 -0.9%
NW
141
NewEdge Wealth
Pennsylvania
$40.1M +$6.96M +47,319 +21%
HCC
142
Hirtle Callaghan & Co
Pennsylvania
$38.9M -$358K -2,431 -0.9%
CSPAM
143
Cary Street Partners Asset Management
Virginia
$38.5M +$38.2M +259,942 +14,948%
W
144
WealthOne
New York
$38.3M +$4.77M +32,420 +14%
MWM
145
MTC Wealth Management
Florida
$37.7M +$1.13M +7,675 +3%
SWA
146
Strategies Wealth Advisors
Michigan
$37.7M +$37.7M +256,048 New
AAS
147
Avantax Advisory Services
Texas
$37.2M +$3.97M +26,992 +12%
ACA
148
Affinity Capital Advisors
California
$37M +$2.16M +14,689 +6%
LW
149
Libra Wealth
California
$36.8M +$36.8M +156,012 New
PWS
150
Paragon Wealth Strategies
Florida
$36.6M +$5.85M +39,759 +19%
4 5
6
7 8