VTV icon

Vanguard Value ETF
VTV

Overview Fund Activity

1,652 hedge funds and large institutions have $65B invested in Vanguard Value ETF in 2022 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 828 increasing their positions, 468 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,652
Holders Change
+12
Holders Change %
+0.73%
% of All Funds
27.93%
Holding in Top 10
323
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+5.9%
% of All Funds
5.46%
New
121
Increased
828
Reduced
468
Closed
85
Calls
$44.4M
Puts
$34.1M
Net Calls
+$10.3M
Net Calls Change
-$7.6M

Top Buyers

1
SVCF
1
Silicon Valley Community Foundation
California
$376M
2
CIAS
2
CBIZ Investment Advisory Services
Ohio
$173M
3
Morgan Stanley
3
Morgan Stanley
New York
$3.7B
4
PCIG
4
Partners Capital Investment Group
Massachusetts
$225M
5
PPFA
5
Provida Pension Fund Administrator
Chile
$469M

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$9.34B
2
IMCOOI
2
Investment Management Corp of Ontario (IMCO)
Canada
$132M
3
Bank of America
3
Bank of America
North Carolina
$15.4B
4
Betterment LLC
4
Betterment LLC
New York
$1.6B
5
AF
5
Ally Financial
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
126
Colony Group
Massachusetts
$45.8M +$480K +3,639 +1%
RIG
127
Roosevelt Investment Group
New York
$45.5M +$173K +1,314 +0.4%
TFS
128
TrustCore Financial Services
Tennessee
$45.3M -$404K -3,063 -0.9%
NFG
129
Nadler Financial Group
Illinois
$45.2M -$155K -1,175 -0.3%
FAN
130
Financial Advisors Network
California
$44.6M -$5.37M -40,734 -11%
EW
131
Evoke Wealth
California
$44.1M -$1.59M -12,034 -3%
HCC
132
Hirtle Callaghan & Co
Pennsylvania
$43.7M +$8.99M +68,160 +26%
CCM
133
Condor Capital Management
New Jersey
$43.7M +$161K +1,218 +0.4%
BWM
134
Baystate Wealth Management
Massachusetts
$43.6M +$2.05M +15,538 +5%
SFG
135
Sage Financial Group
Pennsylvania
$43.4M -$480K -3,638 -1%
BEC
136
Blue Edge Capital
Virginia
$43.2M +$1.3M +9,861 +3%
PWP
137
Perfromance Wealth Partners
Illinois
$43M +$771K +5,848 +2%
RZH
138
Relyea Zuckerberg Hanson
Connecticut
$43M +$428K +3,247 +1%
PPW
139
Pasadena Private Wealth
California
$42.4M +$4.66M +35,298 +12%
TWM
140
Thrive Wealth Management
Pennsylvania
$42.1M +$23.8M +180,260 +130%
EWM
141
Empirical Wealth Management
Washington
$41.4M +$695K +5,271 +2%
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$40.9M +$20M +151,777 +96%
Mercer Global Advisors
143
Mercer Global Advisors
Colorado
$40.9M -$337K -2,558 -0.8%
PRWA
144
Platte River Wealth Advisors
Colorado
$39.9M +$2.39M +18,142 +6%
Rockefeller Capital Management
145
Rockefeller Capital Management
New York
$39.7M +$3M +22,749 +8%
NW
146
NewEdge Wealth
Pennsylvania
$39.5M -$1.53M -11,618 -4%
EI
147
Ellevest Inc
New York
$39.1M +$782K +5,926 +2%
AAS
148
Avantax Advisory Services
Texas
$39M +$1.58M +12,012 +4%
SC
149
Sepio Capital
Utah
$38.7M -$1.87M -14,174 -5%
HWAM
150
Hennion & Walsh Asset Management
New Jersey
$38.2M -$176K -1,331 -0.5%
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