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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 %
MAS
1526
Meeder Advisory Services
Ohio
$264K +$264K +1,879 New
SJL
1527
Shayne & Jacobs LLC
Tennessee
$264K – – –
JFG
1528
JDM Financial Group
Texas
$263K +$263K +1,871 New
LT
1529
Legacy Trust
Michigan
$262K +$262K +1,866 New
BFWA
1530
Benchmark Financial Wealth Advisors
Florida
$262K -$72.3K -515 -22%
WBG
1531
Wharton Business Group
Pennsylvania
$261K – – –
PFG
1532
Prosperity Financial Group
California
$261K +$261K +1,857 New
IHWM
1533
Iron Horse Wealth Management
Iowa
$258K +$192K +1,366 +288%
BFS
1534
Bradley Foster & Sargent
Connecticut
$258K -$22.9K -163 -8%
FFWA
1535
FRG Family Wealth Advisors
Washington
$258K – – –
PWMG
1536
Pinnacle Wealth Management Group
Michigan
$257K -$61K -434 -19%
FWA
1537
FSC Wealth Advisors
New York
$256K +$17.5K +125 +7%
AAM
1538
Austin Asset Management
Texas
$255K – – –
FWA
1539
FSM Wealth Advisors
Ohio
$255K – – –
BCM
1540
Brainard Capital Management
Texas
$254K +$254K +1,812 New
SPC
1541
Stewart & Patten Company
California
$254K – – –
NP
1542
NorthRock Partners
Minnesota
$253K -$75.4K -537 -23%
ISWM
1543
Independent Solutions Wealth Management
New York
$252K – – –
GAM
1544
GEM Asset Management
Michigan
$252K +$252K +1,798 New
PGA
1545
Portland Global Advisors
Maine
$252K – – –
WCP
1546
Wick Capital Partners
Pennsylvania
$252K +$422 +3 +0.2%
RCM
1547
RNC Capital Management
California
$252K +$252K +1,793 New
NPI
1548
New Perspectives Inc
Mississippi
$250K +$250K +1,783 New
AWM
1549
Abound Wealth Management
Tennessee
$250K +$56K +399 +29%
VHAM
1550
Van Hulzen Asset Management
California
$250K +$3.65K +26 +1%
60 61
62
63 64