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Vanguard Value ETF
VTV

Overview Fund Activity

1,638 hedge funds and large institutions have $62B invested in Vanguard Value ETF in 2022 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 786 increasing their positions, 518 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,638
Holders Change
-14
Holders Change %
-0.85%
% of All Funds
28.32%
Holding in Top 10
318
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-1.55%
% of All Funds
5.5%
New
102
Increased
786
Reduced
518
Closed
92
Calls
$62.1M
Puts
$21.9M
Net Calls
+$40.2M
Net Calls Change
+$29.8M

Top Buyers

1
AIA
Angeles Investment Advisors
California
+$292M
2
PFO
Pathstone Family Office
New Jersey
+$134M
3
Bank of America
Bank of America
North Carolina
+$130M
4
Goldman Sachs
Goldman Sachs
New York
+$96.4M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$79.6M

Top Sellers

1
CIAS
CBIZ Investment Advisory Services
Ohio
-$173M
2
IMCOOI
Investment Management Corp of Ontario (IMCO)
Canada
-$132M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$69.9M
4
PAG
Private Advisor Group
New Jersey
-$62M
5
SCM
SCS Capital Management
Massachusetts
-$56.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
LDFR
1526
Lehman & Derafelo Financial Resources
Pennsylvania
$64K – – –
BEI
1527
Benjamin Edwards Inc
Missouri
$62K -$3.6K -29 -5%
M
1528
MOTCO
Texas
$62K – – –
IHWM
1529
Iron Horse Wealth Management
Iowa
$59K -$174K -1,400 -75%
CWM
1530
Castle Wealth Management
Florida
$57K -$12.3K -100 -18%
FRA
1531
Front Row Advisors
California
$57K – – –
TVWM
1532
Tower View Wealth Management
Wisconsin
$57K +$369 +3 +0.7%
TF
1533
Tompkins Financial
New York
$55K +$30.5K +247 +124%
LWA
1534
Lowe Wealth Advisors
Maryland
$51K – – –
WIM
1535
Westside Investment Management
California
$50.5K +$15.4K +350 +44%
CTA
1536
Colonial Trust Advisors
South Carolina
$49K +$49K +396 New
BSB
1537
Bangor Savings Bank
Maine
$48K – – –
MSFP
1538
Mark Sheptoff Financial Planning
Connecticut
$48K – – –
IF
1539
Integrity Financial
Wyoming
$48K – – –
PFA
1540
Professional Financial Advisors
Nebraska
$48K +$2.34K +19 +5%
BC
1541
Burleson & Co
California
$47K -$100K -821 -68%
GWA
1542
Gibson Wealth Advisors
Texas
$47K – – –
EK
1543
Evensky & Katz
Florida
$45K -$992K -8,022 -96%
ATC
1544
Adirondack Trust Company
New York
$45K – – –
SN
1545
Sittner & Nelson
Oregon
$45K – – –
OHWP
1546
Oak Harbor Wealth Partners
North Carolina
$45K – – –
FCMT
1547
Founders Capital Management (Texas)
Texas
$43K +$5.93K +48 +16%
WPA
1548
West Paces Advisors
Georgia
$43K – – –
RAM
1549
Riggs Asset Management
Pennsylvania
$40K -$1.91M -15,619 -98%
DWMG
1550
DB Wealth Management Group
California
$38K – – –
60 61
62
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