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 %
JCM
201
Jacobsen Capital Management
Utah
$30.2M +$3.82M +27,248 +15%
FC
202
Forte Capital
New York
$30.1M -$420K -2,993 -1%
SIA
203
Schechter Investment Advisors
Michigan
$29.5M +$198K +1,413 +0.7%
PFO
204
Pathstone Family Office
New Jersey
$29.4M -$191M -1,257,154 -87%
AAP
205
Arax Advisory Partners
Colorado
$29.3M +$677K +4,826 +2%
KCM
206
Kaye Capital Management
California
$28.8M +$28.8M +205,516 New
LGA
207
Lebenthal Global Advisors
New York
$28.7M +$11.6M +82,463 +68%
I
208
INVST
Indiana
$28.6M -$2.61M -18,087 -8%
SI
209
Stephens Inc
Arkansas
$28.5M +$2.05M +14,623 +8%
TPW
210
TL Private Wealth
Texas
$28.4M -$3.61M -25,389 -11%
Mackenzie Financial
211
Mackenzie Financial
Ontario, Canada
$28.3M -$2.72M -19,342 -9%
PPW
212
Presilium Private Wealth
Pennsylvania
$28.2M +$28.2M +201,131 New
Allspring Global Investments
213
Allspring Global Investments
North Carolina
$27.9M +$582K +4,147 +2%
T
214
TrueFG
Texas
$27.8M +$18.8K +134 +0.1%
VU
215
Valence8 US
Massachusetts
$27.4M +$27.4M +195,223 New
CA
216
Crane Advisory
California
$27M +$630K +4,488 +2%
BCMLT
217
Beacon Capital Management LLC (Tennessee)
Tennessee
$27M +$5.71M +40,664 +27%
RCG
218
Regatta Capital Group
California
$26.9M +$19M +135,376 +240%
FPIS
219
Financial Planning & Information Services
Wisconsin
$26.6M -$67K -477 -0.3%
FOFP
220
Fee-Only Financial Planning
South Carolina
$26.3M +$26.3M +187,693 New
PCMC
221
Private Capital Management (Colorado)
Colorado
$26M +$1.02M +7,234 +4%
CAM
222
Cresset Asset Management
Illinois
$25.9M -$4.44M -35,037 -15%
CFD
223
Creative Financial Designs
Indiana
$25.7M +$1.15M +8,223 +5%
STA
224
Summit Trail Advisors
New York
$25.6M -$30.3M -216,017 -54%
NFP
225
NorthLanding Financial Partners
New York
$25.5M +$363K +2,585 +1%
7 8
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