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 %
VU
301
Valence8 US
Massachusetts
$18.5M +$381K +2,549 +2%
FPB
302
First PREMIER Bank
South Dakota
$18.3M +$200K +1,336 +1%
Mackenzie Financial
303
Mackenzie Financial
Ontario, Canada
$18.1M -$2.44M -16,353 -12%
Bank of Montreal
304
Bank of Montreal
Ontario, Canada
$18.1M -$439K -2,927 -2%
SC
305
Savant Capital
Illinois
$18.1M +$23.3K +156 +0.1%
CSIA
306
Conrad Siegel Investment Advisors
Pennsylvania
$18M -$288K -1,927 -2%
HWM
307
Hemington Wealth Management
Virginia
$18M -$214K -1,433 -1%
SWP
308
Stratos Wealth Partners
Ohio
$17.9M +$295K +1,973 +2%
CFA
309
Cahill Financial Advisors
Minnesota
$17.9M +$1.06M +7,087 +6%
WA
310
Waterford Advisors
New York
$17.9M +$1.38M +9,206 +8%
2L
311
25 LLC
Missouri
$17.8M +$716K +4,787 +4%
SWM
312
Spire Wealth Management
Virginia
$17.7M -$588K -3,941 -3%
BHWM
313
Bay Harbor Wealth Management
Maryland
$17.7M -$790K -5,285 -4%
CPIG
314
Chicago Partners Investment Group
Illinois
$17.6M -$158K -1,055 -0.9%
MAM
315
Meeder Asset Management
Ohio
$17.6M -$288K -1,926 -2%
VC
316
Veery Capital
Delaware
$17.5M -$1.08M -7,236 -6%
CFG
317
Clayton Financial Group
Missouri
$17.4M +$17.4M +116,574 New
MCM
318
Manchester Capital Management
Vermont
$17.4M -$3.74M -25,048 -18%
AWM
319
AAF Wealth Management
Massachusetts
$17.3M +$208K +1,394 +1%
TC
320
TownSquare Capital
Utah
$17.2M +$3.29M +21,978 +24%
GVAG
321
Great Valley Advisor Group
Delaware
$17.1M -$1.03M -6,917 -6%
PS
322
Principal Securities
Iowa
$17.1M +$17.1M +114,439 New
MCM
323
MAI Capital Management
Ohio
$17M +$438K +2,927 +3%
GFA
324
Gallagher Fiduciary Advisors
Illinois
$16.8M -$987K -6,603 -6%
SPA
325
Shore Point Advisors
New Jersey
$16.8M +$823K +5,507 +5%
11 12
13
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