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
$603M
2
Morgan Stanley
Morgan Stanley
New York
$4.03B
3
RJFSA
Raymond James Financial Services Advisors
Florida
$572M
4
BlackRock
BlackRock
New York
$223M
5
AIA
Angeles Investment Advisors
California
$456M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$12.2B
2
Jones Financial Companies
Jones Financial Companies
Missouri
$7.25B
3
AWA
Arete Wealth Advisors
Illinois
$3.76B
4
SVCF
Silicon Valley Community Foundation
California
$0
5
PFO
Pathstone Family Office
New Jersey
$29.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
1651
Aspire Wealth Management
Massachusetts
$156K – – –
JFGIW
1652
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$152K +$30.7K +219 +25%
OCM
1653
Orion Capital Management
California
$149K -$33K -235 -18%
BA
1654
Ballast Advisors
Minnesota
$148K -$14.2K -101 -9%
Simplex Trading
1655
Simplex Trading
Illinois
$148K -$103K -737 -41%
ECM
1656
EMC Capital Management
Texas
$144K -$1.26M -9,000 -90%
AP
1657
Arlington Partners
Alabama
$143K – – –
FA
1658
Fiduciary Alliance
South Carolina
$143K +$143K +1,017 New
BAAM
1659
Baker Avenue Asset Management
California
$138K -$248K -1,764 -64%
OSNBOA
1660
Old Second National Bank of Aurora
Illinois
$136K – – –
AIA
1661
Arcadia Investment Advisors
Idaho
$135K -$11.4K -81 -8%
CCP
1662
Clarkston Capital Partners
Michigan
$135K +$135K +962 New
LWANC
1663
Laurel Wealth Advisors (North Carolina)
North Carolina
$130K – – –
EK
1664
Evensky & Katz
Florida
$128K +$76.9K +548 +151%
FMII
1665
Farmers & Merchants Investments Inc
Nebraska
$127K – – –
HCM
1666
Highlander Capital Management
New Jersey
$125K – – –
RIA
1667
Realta Investment Advisors
Delaware
$124K +$29.2K +208 +31%
AA
1668
AlphaMark Advisors
Kentucky
$119K – – –
NC
1669
NewSquare Capital
Pennsylvania
$116K -$23.4K -167 -17%
AIA
1670
Armor Investment Advisors
North Carolina
$113K +$113K +808 New
TSWM
1671
Tyler-Stone Wealth Management
Ohio
$113K +$141 +1 +0.1%
TWD
1672
True Wealth Design
Ohio
$111K +$111K +792 New
LS
1673
Leelyn Smith
Illinois
$110K +$108K +766 +3,648%
MIM
1674
MTM Investment Management
South Carolina
$109K +$421 +3 +0.4%
WWM
1675
Wagner Wealth Management
South Carolina
$108K – – –
65 66
67
68 69