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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 %
FWS
1576
FinDec Wealth Services
California
$235K +$235K +1,673 New
TF
1577
Trek Financial
Arizona
$235K -$28.2K -201 -11%
9WM
1578
9258 Wealth Management
Ohio
$235K +$235K +1,672 New
WTB
1579
Washington Trust Bank
Washington
$234K – – –
RBC
1580
Romano Brothers & Co
Illinois
$233K – – –
BSWA
1581
Bromfield Sneider Wealth Advisors
Massachusetts
$232K – – –
GEA
1582
Glen Eagle Advisors
New Jersey
$232K -$37.6K -268 -14%
VFPW
1583
Vantage Financial Partners (Wisconsin)
Wisconsin
$231K -$11.5K -82 -5%
JF
1584
JSF Financial
California
$231K +$231K +1,642 New
AI
1585
Accredited Investors
Minnesota
$230K +$230K +1,639 New
CYG
1586
Clean Yield Group
Vermont
$229K +$11.1K +79 +5%
EWM
1587
EPG Wealth Management
Georgia
$229K +$1.4K +10 +0.6%
DLCIG
1588
D.L. Carlson Investment Group
New Hampshire
$227K – – –
CI
1589
Cordant Inc
Oregon
$225K -$34.8K -248 -13%
APW
1590
Aurora Private Wealth
New Jersey
$225K -$906K -6,441 -80%
AWAG
1591
ARS Wealth Advisors Group
Florida
$225K -$21.3K -152 -9%
SYBT
1592
Stock Yards Bank & Trust
Kentucky
$223K +$223K +1,588 New
UAS
1593
United Asset Strategies
New York
$223K +$223K +1,586 New
SS
1594
Sunbelt Securities
Texas
$223K +$223K +1,586 New
WT
1595
Washington Trust
Rhode Island
$222K – – –
LA
1596
Legacy Advisors
Pennsylvania
$221K +$221K +1,575 New
AIP
1597
Ameritas Investment Partners
Nebraska
$220K -$702 -5 -0.3%
AIA
1598
Ally Invest Advisors
North Carolina
$220K +$220K +1,569 New
FDS
1599
Freedom Day Solutions
Texas
$220K +$220K +1,569 New
BTIM
1600
BancFirst Trust & Investment Management
Oklahoma
$220K +$220K +1,564 New
62 63
64
65 66