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
+$4.32B
2
Bank of America
Bank of America
North Carolina
+$743M
3
Goldman Sachs
Goldman Sachs
New York
+$308M
4
Ameriprise
Ameriprise
Minnesota
+$183M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$168M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$760M
2
Osaic Holdings
Osaic Holdings
Arizona
-$137M
3
UCFA
United Capital Financial Advisors
Texas
-$121M
4
Truist Financial
Truist Financial
North Carolina
-$116M
5
Natixis Advisors
Natixis Advisors
Massachusetts
-$113M
Name Holding Trade Value Shares
Change 		Shares
Change %
HP
251
Hilltop Partners
Indiana
$24M -$5.41M -36,175 -18%
HHWM
252
Hiley Hunt Wealth Management
Nebraska
$23.9M +$23.9M +160,048 New
WA
253
Wealth Architects
California
$23.9M -$8.67K -58 -0%
QWP
254
Quotient Wealth Partners
Texas
$23.9M +$23.9M +159,972 New
PCMC
255
Private Capital Management (Colorado)
Colorado
$23.7M -$551K -3,684 -2%
AWA
256
Arbor Wealth Advisors
Michigan
$23.4M +$23.4M +156,643 New
MFWP
257
Mosaic Family Wealth Partners
Missouri
$22.9M -$707K -4,728 -3%
WAAG
258
Wealth Alliance Advisory Group
Kansas
$22.9M +$806K +5,392 +4%
SIC
259
Sigma Investment Counselors
Michigan
$22.8M +$350K +2,343 +2%
I
260
INVST
Indiana
$22.7M +$20.6M +135,684 +975%
WF
261
Warner Financial
Maryland
$22.5M +$981K +6,562 +5%
CC
262
Courier Capital
New York
$22.2M -$119K -793 -0.5%
LNC
263
Lincoln National Corp
Pennsylvania
$22M +$1.34M +8,954 +6%
MSA
264
Marino Stram & Associates
Massachusetts
$21.9M +$426K +2,851 +2%
Northern Trust
265
Northern Trust
Illinois
$21.8M -$2.93M -19,621 -12%
TCM
266
TD Capital Management
Tennessee
$21.7M +$5.08K +34 +0%
CAC
267
Certified Advisory Corp
Florida
$21.6M +$175K +1,172 +0.8%
PF
268
Parker Financial
Washington
$21.6M -$105K -702 -0.5%
FH
269
FWG Holdings
Florida
$21.6M +$5.84M +38,750 +37%
CIA
270
Concurrent Investment Advisors
Florida
$21.5M +$21.5M +143,709 New
CW
271
Connectus Wealth
Ohio
$21.3M -$1.93M -12,884 -8%
AAS
272
Ameritas Advisory Services
Nebraska
$21.1M -$31.2M -206,749 -60%
CCM
273
Carlson Capital Management
Minnesota
$21.1M +$619K +4,141 +3%
BFA
274
Bragg Financial Advisors
North Carolina
$21M +$427K +2,857 +2%
TW
275
Towerpoint Wealth
California
$21M +$213K +1,427 +1%
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