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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 %
ST
1626
Sabal Trust
Florida
$203K +$203K +1,449 New
PG
1627
Patten Group
Tennessee
$203K +$203K +1,444 New
WPC
1628
Waters Parkerson & Co
Louisiana
$201K +$201K +1,432 New
LF
1629
Lantz Financial
Illinois
$200K +$200K +1,425 New
VDBMI
1630
Van Den Berg Management I
Texas
$198K +$198K +1,412 New
PP
1631
Pacifica Partners
Canada
$198K – – –
TC
1632
Truvestments Capital
Florida
$195K +$1.4K +10 +0.7%
DSC
1633
Duncker Streett & Co
Missouri
$195K -$14K -100 -7%
WT
1634
Whittier Trust
California
$193K +$561 +4 +0.3%
WFA
1635
West Financial Advisors
Iowa
$193K +$59.4K +423 +45%
CLOS
1636
Compagnie Lombard Odier SCmA
Switzerland
$188K +$188K +1,342 New
IWP
1637
IAG Wealth Partners
Wisconsin
$183K +$80.4K +573 +78%
JEST
1638
JTC Employer Solutions Trustee
Jersey
$180K – – –
DAC
1639
Dividend Assets Capital
South Carolina
$177K – – –
OC
1640
Oakworth Capital
Alabama
$175K – – –
WFA
1641
WestHill Financial Advisors
California
$175K +$42.4K +302 +32%
GFL
1642
Granite FO LLC
New Hampshire
$174K +$174K +1,187 New
Loomis, Sayles & Company
1643
Loomis, Sayles & Company
Massachusetts
$172K +$172K +1,224 New
CPG
1644
Cornerstone Planning Group
New Jersey
$171K +$171K +1,219 New
LWP
1645
Laurel Wealth Planning
Minnesota
$170K – – –
FFL
1646
Financial Freedom LLC
Ohio
$169K +$169K +1,203 New
BWA
1647
BDO Wealth Advisors
Florida
$165K – – –
MS
1648
Madden Securities
Texas
$163K +$163K +1,164 New
MAWA
1649
Moss Adams Wealth Advisors
Washington
$158K +$158K +1,126 New
CFO
1650
CVA Family Office
Colorado
$157K – – –
64 65
66
67 68