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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 %
WTC
1551
WhitTier Trust Company
Nevada
$250K – – –
SIC
1552
Shoker Investment Counsel
Ohio
$248K +$248K +1,768 New
HDIM
1553
Hanson & Doremus Investment Management
Vermont
$247K -$4.63K -33 -2%
MWM
1554
Marion Wealth Management
Pennsylvania
$247K – – –
DWM
1555
Drive Wealth Management
Utah
$247K +$247K +1,756 New
FWTB
1556
First Western Trust Bank
Colorado
$246K – – –
HJMC
1557
Hellman Jordan Management Company
Massachusetts
$246K +$246K +1,750 New
AIA
1558
Avalon Investment & Advisory
Texas
$245K +$245K +1,745 New
WA
1559
Wealthstar Advisors
Texas
$244K -$9.83K -70 -4%
SAM
1560
Strategy Asset Managers
California
$244K -$16.7K -119 -6%
HFS
1561
Hantz Financial Services
Michigan
$244K +$244K +1,736 New
SWM
1562
Seed Wealth Management
Illinois
$242K +$242K +1,725 New
RF
1563
RHS Financial
California
$241K – – –
CHJWM
1564
Carlton Hofferkamp & Jenks Wealth Management
Texas
$240K – – –
TWM
1565
Trevian Wealth Management
Massachusetts
$240K -$40.6K -290 -14%
CF
1566
Copperwynd Financial
Arizona
$239K -$87K -620 -27%
VPIM
1567
Vanguard Personalized Indexing Management
California
$239K +$239K +1,705 New
IFS
1568
Intelligent Financial Strategies
Minnesota
$239K +$561 +4 +0.2%
IB
1569
Intrust Bank
Kansas
$239K – – –
FB
1570
Fulton Bank
Pennsylvania
$237K – – –
FDCC
1571
Foster Dykema Cabot & Co
Massachusetts
$237K – – –
RFA
1572
Resurgent Financial Advisors
Georgia
$237K +$237K +1,688 New
WI
1573
Wintrust Investments
Illinois
$236K -$226K -1,608 -49%
MCM
1574
Mainstay Capital Management
Michigan
$235K – – –
SWM
1575
Selective Wealth Management
Virginia
$235K +$11.8K +83 +5%
61 62
63
64 65