VTV icon

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 %
OAM
1601
Occidental Asset Management
California
$220K -$7.44K -53 -3%
MCM
1602
Morton Capital Management
California
$219K -$21.8K -155 -9%
DCM
1603
Donaldson Capital Management
Indiana
$219K -$17K -121 -7%
AWA
1604
Archvest Wealth Advisors
California
$218K -$258K -1,481 -54%
ACG
1605
Allen Capital Group
Nebraska
$218K +$218K +1,253 New
CFP
1606
Catalyst Financial Partners
Massachusetts
$218K +$218K +1,554 New
VT
1607
Vise Technologies
New York
$218K +$218K +1,551 New
HCM
1608
Hudson Capital Management
New Jersey
$218K +$218K +1,550 New
MSWM
1609
McGlone Suttner Wealth Management
Wisconsin
$216K +$216K +1,542 New
TF
1610
TimeScale Financial
Massachusetts
$215K – – –
RLIM
1611
Red Lighthouse Investment Management
New York
$214K +$214K +1,521 New
EWA
1612
Encompass Wealth Advisors
Oregon
$213K -$95.5K -680 -31%
MRWM
1613
ML&R Wealth Management
Texas
$212K -$372K -2,649 -64%
LWCFA
1614
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$212K – – –
AC
1615
Anson Capital
Georgia
$211K +$211K +1,502 New
IWA
1616
IBEX Wealth Advisors
New Jersey
$210K +$210K +1,494 New
HPC
1617
HM Payson & Co
Maine
$210K +$83.9K +598 +67%
CS
1618
Cannell & Spears
New York
$208K +$208K +1,485 New
GSC
1619
G&S Capital
Colorado
$208K +$208K +1,484 New
BBHC
1620
Brown Brothers Harriman & Co
New York
$208K -$10.8K -77 -5%
JC
1621
Jentner Corp
Ohio
$207K +$207K +1,477 New
T
1622
TCWP
Ohio
$207K +$207K +1,472 New
ASI
1623
Advisory Services & Investments
Oregon
$206K -$135K -965 -40%
CI
1624
Ceera Investments
Texas
$206K +$206K +1,465 New
BI
1625
Berkeley Inc
Idaho
$204K +$204K +1,455 New
63 64
65
66 67