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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 %
SAMC
1476
Spectrum Asset Management (California)
California
$298K +$298K +2,120 New
Susquehanna International Group
1477
Susquehanna International Group
Pennsylvania
$297K +$297K +2,117 New
MCM
1478
McRae Capital Management
New Jersey
$297K -$3.51K -25 -1%
BWP
1479
Baldwin Wealth Partners
Massachusetts
$296K +$256K +1,826 +648%
MSAM
1480
Moloney Securities Asset Management
Missouri
$296K +$296K +2,105 New
TPWA
1481
TRUE Private Wealth Advisors
Oregon
$295K -$11.2K -80 -4%
PMG
1482
Private Management Group
California
$295K +$7.16K +51 +2%
AP
1483
Appleton Partners
Massachusetts
$294K +$7.03K +50 +2%
MAM
1484
Milestone Asset Management
Pennsylvania
$293K +$293K +2,058 New
CSIA
1485
Charles Schwab Investment Advisory
California
$293K -$306K -2,177 -51%
IIC
1486
Ironwood Investment Counsel
Arizona
$292K +$4.91K +35 +2%
DCM
1487
DGS Capital Management
New Jersey
$291K +$20.4K +145 +8%
QPWM
1488
Quadrant Private Wealth Management
Pennsylvania
$289K +$289K +2,059 New
AGA
1489
Arkos Global Advisors
Texas
$288K – – –
LC
1490
Landaas & Company
Wisconsin
$287K – – –
TNB
1491
Thomasville National Bank
Georgia
$286K -$703 -5 -0.2%
BF
1492
Brooklyn FI
New York
$285K +$285K +2,033 New
SAM
1493
S.A. Mason
Michigan
$285K – – –
HT
1494
Heritage Trust
Oklahoma
$283K – – –
LSA
1495
Lion Street Advisors
Texas
$282K -$11.3K -79 -4%
LL
1496
LWMG LLC
Minnesota
$282K +$282K +2,008 New
TCA
1497
Trifecta Capital Advisors
Illinois
$282K +$282K +2,006 New
PGAM
1498
Princeton Global Asset Management
New Jersey
$281K – – –
RP
1499
Rowlandmiller & Partners
Georgia
$281K – – –
SSC
1500
Syverson Strege & Co
Iowa
$280K +$17.3K +123 +7%
58 59
60
61 62