We are live on ! Find out more
VTV icon

Vanguard Value ETF

1,658 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, 833 increasing their positions, 468 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 833 | Existing positions reduced: 468

41% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 86

30% more call options, than puts

Call options by funds: $44.4M | Put options by funds: $34.1M

6% more funds holding in top 10

Funds holding in top 10: 306324 (+18)

1% more funds holding

Funds holding: 1,6471,658 (+11)

0.71% less ownership

Funds ownership: 69.57%68.85% (-0.71%)

9% less capital invested

Capital invested by funds: $71.2B → $65B (-$6.22B)

Holders
1,658
Holders Change
+11
Holders Change %
+0.67%
% of All Funds
27.93%
Holding in Top 10
324
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+5.88%
% of All Funds
5.46%
New
121
Increased
833
Reduced
468
Closed
86
Calls
$44.4M
Puts
$34.1M
Net Calls
+$10.3M
Net Calls Change
-$7.6M
Name Holding Trade Value Shares
Change
Change in
Stake
HNWAG
1576
High Net Worth Advisory Group
Florida
$30K +$14.2K +101 +81%
HWM
1577
Horizons Wealth Management
North Carolina
$30K +$29.3K +208 New
WAS
1578
Winch Advisory Services
Wisconsin
$29K -$141 -1 -0.5%
BAM
1579
Bellevue Asset Management
Washington
$28K +$141 +1 +0.5%
CAGAS
1580
Capital Advisory Group Advisory Services
Minnesota
$27K
GWM
1581
Grand Wealth Management
Michigan
$27K
HWA
1582
Heritage Wealth Advisors
Virginia
$27K
MRCM
1583
M&R Capital Management
New Jersey
$27K
TF
1584
Tompkins Financial
New York
$26K -$15.2K -108 -35%
BCM
1585
Blume Capital Management
California
$26K -$14.1K -100 -33%
JWBC
1586
John W. Brooker & Co
California
$25K +$141 +1 +0.5%
DC
1587
Darrow Company
Massachusetts
$25K +$26.9K +191 New
KA
1588
Kozak & Associates
Colorado
$24K
CWP
1589
Concord Wealth Partners
Virginia
$24K +$2.82K +20 +12%
FMTCOCP
1590
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$23K
RE
1591
RBC Europe
United Kingdom
$23K
SC
1592
Siena Capital
Ohio
$23K
BAM
1593
Byrne Asset Management
New Jersey
$23K +$16.2K +115 +198%
FMB
1594
Field & Main Bank
Kentucky
$23K +$24.4K +173 New
GA
1595
GoalVest Advisory
New York
$22K
HI
1596
Hoey Investments
Pennsylvania
$22K
LF
1597
Lee Financial
Texas
$21K
RBC
1598
Roble Belko & Company
Pennsylvania
$21K
S
1599
Surevest
California
$20K
AFG
1600
Albion Financial Group
Utah
$19K

VTV Hedge Fund Activity: Q2 2022 in Review

1,658 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Vanguard Value ETF (VTV) for Q2 2022, worth a combined $65B — down 8.7% from $71.2B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new VTV positions and 86 closed out — a net gain of 35 holders — while 833 added to existing stakes and 468 trimmed.

The largest buyer was Silicon Valley Community Foundation, opening a new position worth an estimated $402M. The largest seller was Jones Financial Companies, cutting an estimated $443M.

  • 1,658 institutional investors held Vanguard Value ETF (VTV) as of Q2 2022, up from 1,647 in Q1 2022.
  • Funds reported $65B of Vanguard Value ETF stock for Q2 2022, down 8.7% quarter-over-quarter.
  • 121 funds opened new Vanguard Value ETF positions in Q2 2022 and 86 closed out, a net change of +35 holders.
  • The largest Vanguard Value ETF buyer in Q2 2022 was Silicon Valley Community Foundation, an estimated $402M added.
  • The largest Vanguard Value ETF seller in Q2 2022 was Jones Financial Companies, an estimated $443M sold.

Based on aggregated 13F filings for Q2 2022.