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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 %
MCM
1501
McDonough Capital Management
Florida
$280K – – –
SNBOSCI
1502
Security National Bank of Sioux City Iowa
Iowa
$280K +$33.4K +238 +14%
IF
1503
Ironwood Financial
Arizona
$279K +$19.7K +140 +8%
C
1504
Certuity
Florida
$278K +$25.3K +180 +10%
SCA
1505
Stonebridge Capital Advisors
Minnesota
$277K +$25.1K +179 +10%
HP
1506
HT Partners
Connecticut
$276K – – –
MA
1507
Mezzasalma Advisors
New Jersey
$275K +$22.2K +158 +9%
BAWC
1508
Boyce & Associates Wealth Consulting
Texas
$275K +$8.14K +58 +3%
EBT
1509
Enterprise Bank & Trust
Massachusetts
$273K – – –
CAAS
1510
Capital Asset Advisory Services
Michigan
$273K +$1.68K +12 +0.6%
SIC
1511
Sterling Investment Counsel
New York
$273K +$273K +1,943 New
PWM
1512
Paulson Wealth Management
Illinois
$272K +$272K +1,939 New
CCB
1513
Country Club Bank
Missouri
$272K +$272K +1,937 New
SFP
1514
Sweet Financial Partners
Minnesota
$272K +$272K +1,937 New
HWA
1515
Hilltop Wealth Advisors
North Carolina
$270K -$127K -903 -32%
LMKC
1516
L.M. Kohn & Company
Ohio
$269K -$88.6K -631 -25%
CA
1517
Clearstead Advisors
Ohio
$267K +$160K +1,141 +149%
VCM
1518
Versant Capital Management
Arizona
$267K +$37.3K +266 +16%
QCG
1519
Quadrant Capital Group
Ohio
$267K -$7.3K -52 -3%
AAM
1520
Autus Asset Management
Arizona
$267K – – –
VCAM
1521
Van Cleef Asset Management
Ohio
$267K – – –
RPCONE
1522
Retirement Planning Company of New England
Rhode Island
$265K +$1.54K +11 +0.6%
GC
1523
Grimes & Company
Massachusetts
$265K -$24.9K -177 -9%
TCM
1524
Traynor Capital Management
Pennsylvania
$265K -$42.7K -304 -14%
SWM
1525
Silverlake Wealth Management
Vermont
$265K +$30.9K +220 +13%
59 60
61
62 63