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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 %
HWA
1751
Heritage Wealth Advisors
Virginia
$28.8K – – –
KOMWMG
1752
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$28K +$28K +200 New
WOSD
1753
WFA of San Diego
California
$26.5K +$26.5K +189 New
KA
1754
Kozak & Associates
Colorado
$26K – – –
BA
1755
Bellwether Advisors
Nebraska
$26K -$7.72K -55 -23%
FMTCOCP
1756
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$25K – – –
MWM
1757
Mascoma Wealth Management
New Hampshire
$24.6K +$11.9K +85 +94%
LFA
1758
Legend Financial Advisors
Pennsylvania
$24.6K – – –
HI
1759
Hoey Investments
Pennsylvania
$23K – – –
RBC
1760
Roble Belko & Company
Pennsylvania
$23K – – –
HH
1761
HWG Holdings
Texas
$23K +$286 +2 +1%
LF
1762
Lee Financial
Texas
$19.7K – – –
WWP
1763
WR Wealth Planners
Missouri
$19.4K +$14.3K +102 +283%
FA
1764
Faithward Advisors
Pennsylvania
$19.2K – – –
MTIC
1765
Missouri Trust & Investment Company
Missouri
$19K – – –
AWM
1766
AllSquare Wealth Management
New York
$18.7K – – –
CWP
1767
Concord Wealth Partners
Virginia
$16.2K +$16.2K +115 New
AFG
1768
Albion Financial Group
Utah
$16.1K – – –
HWM
1769
HighMark Wealth Management
Minnesota
$16.1K +$1.4K +10 +10%
TRCT
1770
Tower Research Capital (TRC)
New York
$16K +$1.92K +14 +14%
MRC
1771
Millburn Ridgefield Corp
New York
$16K +$8.64K +61 +117%
HF
1772
Halpern Financial
Virginia
$15.2K – – –
SVCP
1773
Silicon Valley Capital Partners
California
$15.1K +$15.1K +107 New
PFA
1774
Pathway Financial Advisers
Indiana
$14.7K +$14.7K +104 New
SIS
1775
Sound Income Strategies
Florida
$14.3K +$3.37K +24 +31%
69 70
71
72 73