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
1
Angeles Investment Advisors
California
$292M
2
PFO
2
Pathstone Family Office
New Jersey
$179M
3
Bank of America
3
Bank of America
North Carolina
$14.6B
4
Goldman Sachs
4
Goldman Sachs
New York
$469M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$405M

Top Sellers

1
CIAS
1
CBIZ Investment Advisory Services
Ohio
$0
2
IMCOOI
2
Investment Management Corp of Ontario (IMCO)
Canada
$0
3
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$0
4
PAG
4
Private Advisor Group
New Jersey
$54.8M
5
SCM
5
SCS Capital Management
Massachusetts
$288M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIM
126
Total Investment Management
Arizona
$45.7M +$783K +6,345 +2%
PWP
127
Perfromance Wealth Partners
Illinois
$45.6M +$5.35M +43,328 +13%
AI
128
Atria Investments
North Carolina
$45.4M -$792K -6,415 -2%
Carson Wealth (CWM LLC)
129
Carson Wealth (CWM LLC)
Nebraska
$45.3M +$7.05M +57,119 +18%
NFG
130
Nadler Financial Group
Illinois
$44.3M +$1.96M +15,874 +5%
APA
131
American Portfolios Advisors
New York
$44.2M -$2.07M -16,726 -4%
BCM
132
Brookstone Capital Management
Illinois
$43.7M +$512K +4,107 +1%
TFS
133
TrustCore Financial Services
Tennessee
$43.5M +$1.11M +8,975 +3%
RA
134
Rodgers & Associates
Pennsylvania
$43.4M +$198K +1,600 +0.5%
Mercer Global Advisors
135
Mercer Global Advisors
Colorado
$43.3M +$5.04M +40,784 +13%
RIG
136
Roosevelt Investment Group
New York
$43.3M +$660K +5,346 +2%
BL
137
Balentine LLC
Georgia
$43M -$25.4M -205,692 -37%
CG
138
Colony Group
Massachusetts
$42.6M -$253K -2,052 -0.6%
DBT
139
Dubuque Bank & Trust
Iowa
$42.5M -$3.72M -30,108 -8%
SFA
140
Sequoia Financial Advisors
Ohio
$42.3M -$4.1M -33,203 -9%
FAN
141
Financial Advisors Network
California
$41.9M +$81.9K +663 +0.2%
SFG
142
Sage Financial Group
Pennsylvania
$41.6M +$1M +8,105 +2%
PPW
143
Pasadena Private Wealth
California
$41.6M +$1.84M +14,890 +5%
EWM
144
Empirical Wealth Management
Washington
$41.4M +$2.57M +20,833 +7%
CCM
145
Condor Capital Management
New Jersey
$41.1M +$182K +1,474 +0.4%
UA
146
Unison Advisors
District of Columbia
$41M +$20.5M +166,405 +101%
BEC
147
Blue Edge Capital
Virginia
$40.9M +$475K +3,847 +1%
PIFP
148
Partners in Financial Planning
Virginia
$40.5M +$5.49M +38,530 +16%
S
149
SignatureFD
Georgia
$39.4M +$6.7M +54,225 +20%
Capstone Investment Advisors
150
Capstone Investment Advisors
New York
$38.8M -$15.7M -127,400 -29%
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