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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
$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 %
TVWM
1701
Tower View Wealth Management
Wisconsin
$66K +$564 +4 +0.9%
FRA
1702
Front Row Advisors
California
$64K – – –
M
1703
MOTCO
Texas
$63.7K -$6.6K -47 -9%
GMA
1704
Glassy Mountain Advisors
Maryland
$63.7K +$63.7K +454 New
TF
1705
Tompkins Financial
New York
$63K – – –
WHG
1706
Westwood Holdings Group
Texas
$60K +$60K +425 New
GIA
1707
Goodwin Investment Advisory
Georgia
$59K +$59K +420 New
LWA
1708
Lowe Wealth Advisors
Maryland
$57.8K – – –
BBPWM
1709
Blue Bell Private Wealth Management
Pennsylvania
$57K -$96.6K -688 -63%
SFC
1710
SYM Financial Corp
Indiana
$56.1K +$56.1K +400 New
CTA
1711
Colonial Trust Advisors
South Carolina
$55.6K – – –
MSFP
1712
Mark Sheptoff Financial Planning
Connecticut
$54.2K – – –
ATC
1713
Adirondack Trust Company
New York
$51.2K – – –
SN
1714
Sittner & Nelson
Oregon
$51K – – –
OHWP
1715
Oak Harbor Wealth Partners
North Carolina
$50.8K – – –
FCMT
1716
Founders Capital Management (Texas)
Texas
$49K – – –
WPA
1717
West Paces Advisors
Georgia
$48.8K – – –
MWM
1718
MinichMacGregor Wealth Management
New York
$47.6K +$47.6K +339 New
NRC
1719
New Republic Capital
North Carolina
$47K +$47K +335 New
BAM
1720
Byrne Asset Management
New Jersey
$46.2K -$158K -1,125 -77%
CT
1721
Cambridge Trust
Massachusetts
$45K +$11.7K +83 +35%
DWMG
1722
DB Wealth Management Group
California
$43.7K – – –
CTB
1723
Country Trust Bank
Illinois
$42.7K -$66K -470 -61%
CB
1724
Centennial Bank
Arkansas
$42.4K +$42.4K +302 New
BWM
1725
BigSur Wealth Management
Florida
$42.1K +$42.1K +300 New
67 68
69
70 71