VTV icon

Vanguard Value ETF
VTV

Overview Fund Activity

2,024 hedge funds and large institutions have $78.2B invested in Vanguard Value ETF in 2023 Q4 according to their latest regulatory filings, with 293 funds opening new positions, 795 increasing their positions, 719 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,024
Holders Change
+198
Holders Change %
+10.84%
% of All Funds
29.67%
Holding in Top 10
389
Holding in Top 10 Change
+43
Holding in Top 10 Change %
+12.43%
% of All Funds
5.7%
New
293
Increased
795
Reduced
719
Closed
63
Calls
$42.8M
Puts
$8.91M
Net Calls
+$33.8M
Net Calls Change
+$15.2M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$8.45B
2
Bank of America
Bank of America
North Carolina
$15.4B
3
Goldman Sachs
Goldman Sachs
New York
$893M
4
Ameriprise
Ameriprise
Minnesota
$1.44B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$423M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$7.27B
2
Osaic Holdings
Osaic Holdings
Arizona
$352M
3
UCFA
United Capital Financial Advisors
Texas
$213M
4
Truist Financial
Truist Financial
North Carolina
$576M
5
Natixis Advisors
Natixis Advisors
Massachusetts
$108M
Name Holding Trade Value Shares
Change 		Shares
Change %
PRWA
226
Platte River Wealth Advisors
Colorado
$27.5M -$14.9M -99,938 -35%
MWM
227
MTC Wealth Management
Florida
$27.4M -$339K -2,265 -1%
LSPW
228
Lake Street Private Wealth
Illinois
$27.4M +$2.57M +17,162 +10%
BW
229
BIP Wealth
Georgia
$27.4M +$6.17M +41,259 +29%
CSPIA
230
Cary Street Partners Investment Advisory
Virginia
$27.3M +$3.28M +21,928 +14%
JCM
231
Jacobsen Capital Management
Utah
$27.3M -$1.45M -9,678 -5%
NL
232
NWAM LLC
Washington
$27.2M +$18.8M +125,599 +222%
Brown Advisory
233
Brown Advisory
Maryland
$26.7M +$2.61M +17,465 +11%
OFP
234
OLIO Financial Planning
Virginia
$26.5M +$2.03M +13,529 +8%
SIM
235
Studio Investment Management
Illinois
$26.3M -$1.09M -7,302 -4%
CWA
236
Cornerstone Wealth Advisors
Minnesota
$26.3M +$563K +3,765 +2%
MAM
237
Mainsail Asset Management
Alabama
$25.9M +$25.9M +173,575 New
CAM
238
Clark Asset Management
New Hampshire
$25.8M +$3.13M +20,920 +14%
PWP
239
Perfromance Wealth Partners
Illinois
$25.8M -$2.73M -18,294 -10%
CFD
240
Creative Financial Designs
Indiana
$25.5M -$734K -4,913 -3%
KCM
241
Kaye Capital Management
California
$25.4M -$230K -1,532 -0.9%
GRA
242
Golden Road Advisors
Florida
$25.3M +$25.3M +169,094 New
DWA
243
Dougherty Wealth Advisers
Minnesota
$25M +$2.59M +17,314 +12%
KWM
244
Kaydan Wealth Management
Michigan
$24.9M +$7.06M +47,207 +39%
TPCW
245
TD Private Client Wealth
New York
$24.9M -$1.36M -9,113 -5%
4WM
246
49 Wealth Management
Texas
$24.8M +$24.8M +165,691 New
MFIM
247
Mesirow Financial Investment Management
Illinois
$24.6M +$24.6M +164,445 New
FCA
248
FLC Capital Advisors
California
$24.2M +$1.88M +12,582 +8%
VWM
249
Valley Wealth Managers
New Jersey
$24.1M +$4.75M +31,750 +24%
Vanguard Group
250
Vanguard Group
Pennsylvania
$24M +$10.8M +72,037 +81%
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