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 %
FA
1851
Fermata Advisors
California
– -$413K -3,347 Closed
TSA
1852
Tri-Star Advisors
Texas
– -$396K -3,143 Closed
GSC
1853
Ground Swell Capital
South Carolina
– -$372K -3,013 Closed
YWP
1854
YorkBridge Wealth Partners
New York
– -$347K -2,813 Closed
CCMD
1855
Cypress Capital Management (Delaware)
Delaware
– -$346K -2,804 Closed
G
1856
GenTrust
Florida
– -$335K -2,712 Closed
RFM
1857
Royal Fund Management
Florida
– -$332K -2,694 Closed
OFS
1858
OneAscent Financial Services
Alabama
– -$298K -2,417 Closed
BC
1859
Brio Consultants
California
– -$321K -2,411 Closed
SAMT
1860
Select Asset Management & Trust
Pennsylvania
– -$283K -2,291 Closed
VCM
1861
Vision Capital Management
Oregon
– -$283K -2,290 Closed
MA
1862
MAS Advisors
Florida
– -$279K -2,260 Closed
WPIC
1863
White Pine Investment Company
Michigan
– -$266K -2,156 Closed
MPW
1864
MGO Private Wealth
California
– -$248K -2,007 Closed
Marshall Wace
1865
Marshall Wace
United Kingdom
– -$247K -2,000 Closed
SAS
1866
Sage Advisory Services
Texas
– -$236K -1,910 Closed
HPC
1867
Hobart Private Capital
North Carolina
– -$230K -1,865 Closed
HIP
1868
HUB Investment Partners
Texas
– -$229K -1,854 Closed
AA
1869
Apriem Advisors
California
– -$223K -1,810 Closed
CAM
1870
Concorde Asset Management
Michigan
– -$220K -1,781 Closed
SWIG
1871
Strategic Wealth Investment Group
Kentucky
– -$220K -1,781 Closed
KW
1872
KWB Wealth
California
– -$212K -1,718 Closed
TNA
1873
True North Advisors
Texas
– -$205K -1,662 Closed
FSG
1874
Financial Strategies Group
Michigan
– -$203K -1,640 Closed
PWW
1875
Pettyjohn Wood & White
Virginia
– -$200K -1,621 Closed
72 73 74
75
76