VTV icon

Vanguard Value ETF
VTV

Overview Fund Activity

1,638 hedge funds and large institutions have $62B invested in Vanguard Value ETF in 2022 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 786 increasing their positions, 518 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,638
Holders Change
-14
Holders Change %
-0.85%
% of All Funds
28.32%
Holding in Top 10
318
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-1.55%
% of All Funds
5.5%
New
102
Increased
786
Reduced
518
Closed
92
Calls
$62.1M
Puts
$21.9M
Net Calls
+$40.2M
Net Calls Change
+$29.8M

Top Buyers

1
AIA
1
Angeles Investment Advisors
California
$292M
2
PFO
2
Pathstone Family Office
New Jersey
$179M
3
Bank of America
3
Bank of America
North Carolina
$14.6B
4
Goldman Sachs
4
Goldman Sachs
New York
$469M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$405M

Top Sellers

1
CIAS
1
CBIZ Investment Advisory Services
Ohio
$0
2
IMCOOI
2
Investment Management Corp of Ontario (IMCO)
Canada
$0
3
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$0
4
PAG
4
Private Advisor Group
New Jersey
$54.8M
5
SCM
5
SCS Capital Management
Massachusetts
$288M
Name Holding Trade Value Shares
Change 		Shares
Change %
EI
151
Ellevest Inc
New York
$38.1M +$1.47M +11,910 +4%
AAS
152
Avantax Advisory Services
Texas
$38.1M +$1.53M +12,400 +4%
SQA
153
Simon Quick Advisors
New Jersey
$37.3M +$5.32M +43,062 +17%
PRWA
154
Platte River Wealth Advisors
Colorado
$37.1M -$240K -1,941 -0.6%
NW
155
NewEdge Wealth
Pennsylvania
$37.1M +$56.9K +461 +0.2%
SPIA
156
Steward Partners Investment Advisory
New York
$36.7M +$6.84M +55,418 +23%
W
157
WealthOne
New York
$36.6M +$2.05M +16,565 +6%
PFA
158
Pathway Financial Advisors
Vermont
$35.9M +$195K +1,583 +0.5%
WA
159
Waverly Advisors
Alabama
$35.9M +$5.81M +47,083 +19%
RZH
160
Relyea Zuckerberg Hanson
Connecticut
$35.7M -$4.54M -36,781 -11%
HWAM
161
Hennion & Walsh Asset Management
New Jersey
$35.7M -$126K -1,021 -0.4%
Rockefeller Capital Management
162
Rockefeller Capital Management
New York
$35.4M -$1.78M -14,394 -5%
SP
163
Symmetry Partners
Connecticut
$35.4M +$974K +7,890 +3%
AAS
164
Ameritas Advisory Services
Nebraska
$35.3M +$29.4K +238 +0.1%
JHCM
165
Juniper Hill Capital Management
California
$34.5M – – –
ACA
166
Affinity Capital Advisors
California
$34.4M +$479K +3,878 +1%
SF
167
Summit Financial
New Jersey
$34.4M +$1.15M +9,351 +3%
IAIM
168
Industrial Alliance Investment Management
Quebec, Canada
$34.1M – – –
TWP
169
Total Wealth Planning
Ohio
$34M +$1.87M +15,177 +6%
SC
170
Sepio Capital
Utah
$33.5M -$2.7M -21,852 -7%
FDCDDQ
171
Federation des caisses Desjardins du Quebec
Quebec, Canada
$33M +$423K +3,427 +1%
OFG
172
Oxford Financial Group
Indiana
$32.9M -$1.36M -10,999 -4%
RWB
173
RMR Wealth Builders
New Jersey
$32.8M +$1.4M +11,356 +4%
EWA
174
Exencial Wealth Advisors
Oklahoma
$32.6M +$903K +7,310 +3%
AA
175
ALPS Advisors
Colorado
$32.6M -$385K -3,120 -1%
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