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 %
FCAG
1676
First Capital Advisors Group
New Jersey
$106K -$65.4K -466 -38%
R
1677
Rebalance
California
$102K +$102K +725 New
AWM
1678
Aberdeen Wealth Management
Illinois
$98.3K – – –
PAI
1679
Pittenger & Anderson Inc
Nebraska
$95.5K – – –
PWM
1680
Provident Wealth Management
Tennessee
$93.3K +$140 +1 +0.2%
WAM
1681
WFA Asset Management
Wisconsin
$92.5K +$701 +5 +0.8%
LSA
1682
Lansing Street Advisors
Pennsylvania
$91.5K -$32.5K -232 -26%
Kayne Anderson Rudnick Investment Management
1683
Kayne Anderson Rudnick Investment Management
California
$86.9K +$10.4K +74 +14%
RMC
1684
Resources Management Corp
Connecticut
$84K – – –
BCWM
1685
Bartlett & Co Wealth Management
Ohio
$82.1K -$160K -1,143 -66%
BC
1686
Bartlett & Co
Ohio
$82K -$160K -1,143 -66%
Barclays
1687
Barclays
United Kingdom
$80K -$197K -1,401 -71%
WAM
1688
Worth Asset Management
Texas
$78.1K – – –
ONST
1689
Old North State Trust
North Carolina
$77K -$5.08K -36 -6%
RWM
1690
Ruedi Wealth Management
Illinois
$76.8K +$76.8K +329 New
MAM
1691
Marquette Asset Management
Minnesota
$75K +$75K +534 New
BSB
1692
Bangor Savings Bank
Maine
$74K +$18.9K +134 +34%
CH
1693
Canton Hathaway
Rhode Island
$72K – – –
RPCA
1694
Running Point Capital Advisors
California
$70.2K +$56.1K +400 +400%
BEI
1695
Benjamin Edwards Inc
Missouri
$70K – – –
LFA
1696
LGT Financial Advisors
Texas
$69.8K +$69.8K +497 New
EE
1697
EWG Elevate
California
$69.3K +$69.3K +494 New
BC
1698
Burleson & Co
California
$67.7K +$13.8K +98 +26%
SWM
1699
Sugarloaf Wealth Management
Georgia
$67.6K -$34.1K -243 -34%
DZ Bank
1700
DZ Bank
Germany
$67.2K +$67.2K +479 New
66 67
68
69 70