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
Silicon Valley Community Foundation
California
+$376M
2
CIAS
CBIZ Investment Advisory Services
Ohio
+$173M
3
Morgan Stanley
Morgan Stanley
New York
+$155M
4
PCIG
Partners Capital Investment Group
Massachusetts
+$130M
5
PPFA
Provida Pension Fund Administrator
Chile
+$123M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$420M
2
IMCOOI
Investment Management Corp of Ontario (IMCO)
Canada
-$289M
3
Bank of America
Bank of America
North Carolina
-$201M
4
Betterment LLC
Betterment LLC
New York
-$67.7M
5
AF
Ally Financial
Michigan
-$49.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
TSWM
1501
Tyler-Stone Wealth Management
Ohio
$106K – – –
TIM
1502
Tevis Investment Management
Texas
$104K -$4.34K -33 -4%
MIM
1503
MTM Investment Management
South Carolina
$103K +$268 +2 +0.3%
BFG
1504
Baron Financial Group
New Jersey
$102K – – –
WTC
1505
WhitTier Trust Company
Nevada
$99K +$36.7K +276 +59%
IWP
1506
IAG Wealth Partners
Wisconsin
$97K – – –
BBHC
1507
Brown Brothers Harriman & Co
New York
$97K +$10.2K +77 +12%
SWM
1508
Sugarloaf Wealth Management
Georgia
$95K +$395 +3 +0.4%
WT
1509
Whittier Trust
California
$92K -$52.6K -400 -36%
AWM
1510
Aberdeen Wealth Management
Illinois
$92K – – –
CA
1511
Clearstead Advisors
Ohio
$91K – – –
PWM
1512
Provident Wealth Management
Tennessee
$88K – – –
NL
1513
NVWM LLC
Pennsylvania
$87K -$10K -76 -10%
MPWT
1514
MassMutual Private Wealth & Trust
Connecticut
$87K -$656 -5 -0.7%
WAM
1515
WFA Asset Management
Wisconsin
$85.6K +$528 +4 +0.6%
RMC
1516
Resources Management Corp
Connecticut
$85K +$5.57K +42 +7%
SFG
1517
Steward Financial Group
Texas
$85K +$40.9K +310 +93%
BWS
1518
BCR Wealth Strategies
Alabama
$83K – – –
FBT
1519
First Bank & Trust
South Dakota
$82K – – –
MIFH
1520
Migdal Insurance & Financial Holdings
Israel
$82K +$82K +620 New
AC
1521
AlphaCore Capital
California
$80K +$67.2K +509 +525%
CWM
1522
Curi Wealth Management
North Carolina
$78K +$59.6K +455 +325%
CWM
1523
Castle Wealth Management
Florida
$74K +$74K +562 New
WAM
1524
Worth Asset Management
Texas
$73K -$44.6K -340 -38%
BC
1525
Bartlett & Co
Ohio
$73K +$1.85K +14 +3%
59 60
61
62 63