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
$603M
2
Morgan Stanley
Morgan Stanley
New York
$4.03B
3
RJFSA
Raymond James Financial Services Advisors
Florida
$572M
4
BlackRock
BlackRock
New York
$223M
5
AIA
Angeles Investment Advisors
California
$456M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$12.2B
2
Jones Financial Companies
Jones Financial Companies
Missouri
$7.25B
3
AWA
Arete Wealth Advisors
Illinois
$3.76B
4
SVCF
Silicon Valley Community Foundation
California
$0
5
PFO
Pathstone Family Office
New Jersey
$29.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
126
Wealth Enhancement Advisory Services
Minnesota
$54.9M -$1.53M -10,735 -3%
TC
127
Trust Company
Kansas
$54.4M -$2.3M -16,383 -4%
Franklin Resources
128
Franklin Resources
California
$54.1M +$1.85M +13,211 +4%
SPWG
129
Syntegra Private Wealth Group
Missouri
$53.7M +$53.7M +382,797 New
ST
130
Sageworth Trust
Pennsylvania
$53.6M -$2.98M -21,220 -5%
FHB
131
First Hawaiian Bank
Hawaii
$53.4M +$284K +2,020 +0.5%
PPW
132
Pasadena Private Wealth
California
$53.2M +$6M +42,764 +13%
NA
133
NewEdge Advisors
Louisiana
$53.2M +$9.62M +103,435 +22%
DBT
134
Dubuque Bank & Trust
Iowa
$53.2M +$4.88M +34,773 +10%
TIM
135
Total Investment Management
Arizona
$52.1M +$104K +740 +0.2%
BCM
136
Brookstone Capital Management
Illinois
$51.9M +$1.66M +11,608 +3%
PWP
137
Perfromance Wealth Partners
Illinois
$51.8M -$105K -746 -0.2%
UA
138
Unison Advisors
District of Columbia
$51.6M +$5.04M +35,877 +11%
TFS
139
TrustCore Financial Services
Tennessee
$49.8M +$290K +2,068 +0.6%
AI
140
Atria Investments
North Carolina
$49.5M -$2.07M -14,731 -4%
WA
141
Waverly Advisors
Alabama
$49.1M +$8.34M +59,432 +20%
Bessemer Group
142
Bessemer Group
New Jersey
$48.9M -$9.87M -70,307 -17%
RZH
143
Relyea Zuckerberg Hanson
Connecticut
$48.8M +$8.13M +57,939 +20%
CG
144
Colony Group
Massachusetts
$48.7M +$301K +2,146 +0.6%
EWM
145
Empirical Wealth Management
Washington
$48.5M +$1.49M +10,633 +3%
SWA
146
Strategies Wealth Advisors
Michigan
$48.3M +$48.3M +344,384 New
BL
147
Balentine LLC
Georgia
$48.3M -$629K -4,483 -1%
SFG
148
Sage Financial Group
Pennsylvania
$47.9M +$571K +4,066 +1%
SPIA
149
Steward Partners Investment Advisory
New York
$47.5M +$5.73M +40,828 +14%
FAN
150
Financial Advisors Network
California
$47.3M -$256K -1,824 -0.5%
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