VTV icon

Vanguard Value ETF
VTV

Overview Fund Activity

1,640 hedge funds and large institutions have $71.2B invested in Vanguard Value ETF in 2022 Q1 according to their latest regulatory filings, with 170 funds opening new positions, 823 increasing their positions, 438 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,640
Holders Change
+65
Holders Change %
+4.13%
% of All Funds
25.95%
Holding in Top 10
305
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+10.11%
% of All Funds
4.83%
New
170
Increased
823
Reduced
438
Closed
83
Calls
$37.2M
Puts
$19.3M
Net Calls
+$17.9M
Net Calls Change
+$1.61M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$4.76B
2
UBS Group
UBS Group
Switzerland
+$170M
3
MPM
MBB Public Markets
Illinois
+$160M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$97.3M
5
Morgan Stanley
Morgan Stanley
New York
+$95.2M

Top Sellers

1
PPFA
Provida Pension Fund Administrator
Chile
-$323M
2
Jones Financial Companies
Jones Financial Companies
Missouri
-$320M
3
BlackRock
BlackRock
New York
-$249M
4
CIAS
CBIZ Investment Advisory Services
Ohio
-$207M
5
AC
Apella Capital
Connecticut
-$142M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWA
1501
Dougherty Wealth Advisers
Minnesota
$109K – – –
NL
1502
NVWM LLC
Pennsylvania
$109K – – –
IWP
1503
IAG Wealth Partners
Wisconsin
$108K -$8.09K -55 -7%
SWM
1504
Sugarloaf Wealth Management
Georgia
$106K +$295 +2 +0.3%
PWC
1505
PYA Waltman Capital
Tennessee
$105K – – –
DAC
1506
Dividend Assets Capital
South Carolina
$103K – – –
AWM
1507
Aberdeen Wealth Management
Illinois
$103K +$103K +700 New
CA
1508
Clearstead Advisors
Ohio
$102K -$442 -3 -0.4%
LS
1509
Leelyn Smith
Illinois
$100K -$19.1K -129 -16%
GWANC
1510
Guardian Wealth Advisors (North Carolina)
North Carolina
$100K +$46.5K +314 +87%
MPWT
1511
MassMutual Private Wealth & Trust
Connecticut
$99K +$59.7K +403 +152%
PWM
1512
Provident Wealth Management
Tennessee
$98K +$98K +664 New
BBHC
1513
Brown Brothers Harriman & Co
New York
$97K – – –
WAM
1514
WFA Asset Management
Wisconsin
$95.4K +$444 +3 +0.5%
BWS
1515
BCR Wealth Strategies
Alabama
$93K – – –
FBT
1516
First Bank & Trust
South Dakota
$91K – – –
RMC
1517
Resources Management Corp
Connecticut
$89K – – –
SWM
1518
Selective Wealth Management
Virginia
$89K +$147 +1 +0.2%
BWL
1519
Bogart Wealth LLC
Virginia
$84K +$7.12K +48 +9%
Kayne Anderson Rudnick Investment Management
1520
Kayne Anderson Rudnick Investment Management
California
$81K -$37.9K -255 -32%
HS
1521
Horan Securities
United States
$80K +$40.1K +271 +100%
BC
1522
Bartlett & Co
Ohio
$80K +$80K +539 New
LIA
1523
LS Investment Advisors
Michigan
$80K +$80K +544 New
BCWM
1524
Bartlett & Co Wealth Management
Ohio
$79.7K +$79.7K +539 New
MCM
1525
Magnolia Capital Management
New York
$78K +$78K +525 New
59 60
61
62 63