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 %
RA
151
Rodgers & Associates
Pennsylvania
$47.3M -$2.05M -14,602 -4%
WANY
152
Wealthspire Advisors (New York)
New York
$47.3M -$5.76M -41,052 -11%
CCM
153
Condor Capital Management
New Jersey
$47.1M +$394K +2,810 +0.8%
AAS
154
Avantax Advisory Services
Texas
$46.6M +$3.31M +23,551 +8%
BEC
155
Blue Edge Capital
Virginia
$45.8M -$732K -5,214 -2%
SP
156
Symmetry Partners
Connecticut
$44.5M +$4.28M +30,510 +11%
W
157
WealthOne
New York
$44.1M +$2.46M +17,539 +6%
EI
158
Ellevest Inc
New York
$44M +$702K +4,998 +2%
PRWA
159
Platte River Wealth Advisors
Colorado
$44M +$1.82M +12,982 +4%
JW
160
Jenkins Wealth
Colorado
$43.3M +$43.3M +308,390 New
GT
161
Glenmede Trust
Pennsylvania
$42.9M +$10M +71,488 +31%
AAS
162
Ameritas Advisory Services
Nebraska
$42.7M +$2.61M +18,616 +7%
Rockefeller Capital Management
163
Rockefeller Capital Management
New York
$42.7M +$2.42M +17,250 +6%
SQA
164
Simon Quick Advisors
New Jersey
$41.9M -$558K -3,972 -1%
FMWA
165
Forvis Mazars Wealth Advisors
Missouri
$40.9M +$9.23M +65,737 +29%
OFG
166
Oxford Financial Group
Indiana
$40.3M +$2.98M +21,212 +8%
EWA
167
Exencial Wealth Advisors
Oklahoma
$40M +$2.84M +20,231 +8%
PIFP
168
Partners in Financial Planning
Virginia
$39.9M +$67.4K +481 +0.2%
HWAM
169
Hennion & Walsh Asset Management
New Jersey
$39.7M -$844K -6,010 -2%
JHCM
170
Juniper Hill Capital Management
California
$39.3M – – –
NW
171
NewEdge Wealth
Pennsylvania
$39.1M -$3.05M -21,734 -7%
Janney Montgomery Scott
172
Janney Montgomery Scott
Pennsylvania
$38.9M +$3.46M +24,628 +10%
IAIM
173
Industrial Alliance Investment Management
Quebec, Canada
$38.8M – – –
RWB
174
RMR Wealth Builders
New Jersey
$38.7M +$1.39M +9,935 +4%
SF
175
Summit Financial
New Jersey
$38.6M -$476K -3,393 -1%
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