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Vanguard Value ETF

1,647 hedge funds and large institutions have $71.2B invested in Vanguard Value ETF in 2022 Q1 according to their latest regulatory filings, with 171 funds opening new positions, 827 increasing their positions, 438 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 171 | Existing positions closed: 83

93% more call options, than puts

Call options by funds: $37.2M | Put options by funds: $19.3M

89% more repeat investments, than reductions

Existing positions increased: 827 | Existing positions reduced: 438

11% more capital invested

Capital invested by funds: $64.4B → $71.2B (+$6.79B)

10% more funds holding in top 10

Funds holding in top 10: 278306 (+28)

4% more funds holding

Funds holding: 1,5821,647 (+65)

0.36% less ownership

Funds ownership: 69.93%69.57% (-0.36%)

Holders
1,647
Holders Change
+65
Holders Change %
+4.11%
% of All Funds
25.97%
Holding in Top 10
306
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+10.07%
% of All Funds
4.83%
New
171
Increased
827
Reduced
438
Closed
83
Calls
$37.2M
Puts
$19.3M
Net Calls
+$17.9M
Net Calls Change
+$1.61M
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
1626
Monumental Financial Group
Maryland
$8K +$7.59K +52 New
WIM
1627
Westside Investment Management
California
$7.53K +$5.4K +37 +5%
ACM
1628
Antonetti Capital Management
Florida
$7K -$156K -1,068 -96%
AIA
1629
Arcadia Investment Advisors
Idaho
$6.21K
GWMI
1630
Guardian Wealth Management (Illinois)
Illinois
$6K
PK
1631
Pflug Koory
Nebraska
$6K
BCM
1632
Bourgeon Capital Management
Connecticut
$6K +$1.9K +13 +50%
TWP
1633
TFO Wealth Partners
Ohio
$6K +$5.54K +38 New
WWP
1634
WR Wealth Planners
Missouri
$5.32K +$5.25K +36 New
MFA
1635
Morling Financial Advisors
California
$4K -$1.02K -7 -21%
CHC
1636
City Holding Co
West Virginia
$4K
CWA
1637
Clearview Wealth Advisors
Oregon
$4K
JMF
1638
Johnson Midwest Financial
Iowa
$4K
LWA
1639
Lenox Wealth Advisors
New York
$4K
PWMG
1640
Prestige Wealth Management Group
New Jersey
$4K
ARMC
1641
American Research & Management Company
Massachusetts
$3K
OAJ
1642
Ogorek Anthony Joseph
New York
$3K
DWA
1643
Delos Wealth Advisors
Texas
$3K +$2.19K +15 +300%
WA
1644
Win Advisors
Florida
$3K +$2.77K +19 New
JGCM
1645
Joseph Group Capital Management
Ohio
$3K +$2.92K +20 New
NDSI
1646
Newman Dignan & Sheerar Inc
Rhode Island
$2.27K -$29.5K -202 -1%
IUHSA
1647
Itau Unibanco Holding S.A.
Brazil
$2K +$1.75K +12 New
BA
1648
Bivin & Associates
Oklahoma
$1K
CWA
1649
Carolina Wealth Advisors
South Carolina
$1K
SFC
1650
SYM Financial Corp
Indiana
$1K +$875 +6 New

VTV Hedge Fund Activity: Q1 2022 in Review

1,647 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Vanguard Value ETF (VTV) for Q1 2022, worth a combined $71.2B — up 11% from $64.4B a quarter earlier.

Buyers outnumbered sellers: 171 funds opened new VTV positions and 83 closed out — a net gain of 88 holders — while 827 added to existing stakes and 438 trimmed.

The largest buyer was Bank of America, adding an estimated $4.7B. The largest seller was Provida Pension Fund Administrator, cutting an estimated $314M.

  • 1,647 institutional investors held Vanguard Value ETF (VTV) as of Q1 2022, up from 1,582 in Q4 2021.
  • Funds reported $71.2B of Vanguard Value ETF stock for Q1 2022, up 11% quarter-over-quarter.
  • 171 funds opened new Vanguard Value ETF positions in Q1 2022 and 83 closed out, a net change of +88 holders.
  • The largest Vanguard Value ETF buyer in Q1 2022 was Bank of America, an estimated $4.7B added.
  • The largest Vanguard Value ETF seller in Q1 2022 was Provida Pension Fund Administrator, an estimated $314M sold.

Based on aggregated 13F filings for Q1 2022.