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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 %
PFG
1801
Piershale Financial Group
Illinois
$5.19K +$5.19K +37 New
LOIP
1802
Live Oak Investment Partners
Texas
$4.77K – – –
PWMG
1803
Prestige Wealth Management Group
New Jersey
$4.21K – – –
NL
1804
NVWM LLC
Pennsylvania
$4.07K -$68.9K -491 -94%
JMF
1805
Johnson Midwest Financial
Iowa
$4K – – –
CWA
1806
Clearview Wealth Advisors
Oregon
$3.93K – – –
BCMIO
1807
Beacon Capital Management Inc (Ohio)
Ohio
$3.93K +$3.93K +28 New
MFA
1808
Morling Financial Advisors
California
$3.79K – – –
IWA
1809
IVC Wealth Advisors
Pennsylvania
$3.78K +$3.78K +30,592 New
OAJ
1810
Ogorek Anthony Joseph
New York
$3K – – –
JGCM
1811
Joseph Group Capital Management
Ohio
$3K +$143 +1 +5%
RFG
1812
RFP Financial Group
Georgia
$2.58K +$2.58K +18 New
HWP
1813
Highline Wealth Partners
California
$1.83K +$1.83K +13 New
DWP
1814
Destiny Wealth Partners
Florida
$1.68K +$1.68K +12 New
ACM
1815
Antonetti Capital Management
Florida
$1.4K – – –
DF
1816
DecisionPoint Financial
Arizona
$1.4K +$1.4K +10 New
CWA
1817
Carolina Wealth Advisors
South Carolina
$1K – – –
TFA
1818
Transamerica Financial Advisors
Florida
$1K +$167 +1 +20%
SFCL
1819
Strengthening Families & Communities LLC
Massachusetts
$1K +$1K +7 New
IF
1820
Integrity Financial
Wyoming
$702 -$53.5K -381 -99%
CA
1821
Corrado Advisors
New Jersey
$570 +$570 +4 New
CMP
1822
Coston McIsaac & Partners
Maine
$149 +$1 +4 +0.4%
Russell Investments Group
1823
Russell Investments Group
United Kingdom
$140 – – –
BCPWM
1824
Bradley & Co Private Wealth Management
Florida
$1 – – –
SVCF
1825
Silicon Valley Community Foundation
California
– -$352M -2,852,311 Closed
71 72
73
74 75