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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 %
MHS
326
M Holdings Securities
Oregon
$16.7M +$1.14M +7,653 +7%
NJIM
327
Nabity-Jensen Investment Management
Nebraska
$16.7M +$16.7M +111,619 New
SHWM
328
Smith & Howard Wealth Management
Georgia
$16.6M +$1.95M +13,039 +13%
WIC
329
Whitegate Investment Counselors
New Hampshire
$16.5M +$48.3K +323 +0.3%
RA
330
RFG Advisory
Alabama
$16.5M +$843K +5,638 +5%
PA
331
Parallel Advisors
California
$16.5M +$185K +1,238 +1%
IWC
332
Integrated Wealth Concepts
Massachusetts
$16.5M +$315K +2,107 +2%
Susquehanna International Group
333
Susquehanna International Group
Pennsylvania
$16.4M +$16.4M +109,542 New
SCA
334
STALEY CAPITAL ADVISERS
Pennsylvania
$16.2M -$578K -3,869 -3%
AFS
335
Annapolis Financial Services
Maryland
$16.1M -$1.64M -11,003 -9%
TDWM
336
Topel & Distasi Wealth Management
California
$16.1M +$12.6K +84 +0.1%
MFGP
337
Marshall Financial Group (Pennsylvania)
Pennsylvania
$15.9M +$997K +6,668 +7%
WP
338
Wealthspan Partners
Iowa
$15.8M +$415K +2,775 +3%
GSWM
339
Greenup Street Wealth Management
Michigan
$15.8M +$2.39M +15,984 +18%
H
340
HoyleCohen
California
$15.6M +$193K +1,292 +1%
HIM
341
Hanlon Investment Management
New Jersey
$15.4M -$998K -6,676 -6%
CA
342
Cambridge Associates
Massachusetts
$15.4M +$9.4M +62,875 +157%
CTWM
343
Cherry Tree Wealth Management
Minnesota
$15.3M -$1.85M -12,353 -11%
CWM
344
Congress Wealth Management
Massachusetts
$15.3M -$38K -254 -0.2%
BIA
345
Bell Investment Advisors
California
$15.3M -$840K -5,621 -5%
OC
346
Oarsman Capital
Wisconsin
$15.1M +$2.52M +16,827 +20%
MA
347
Mutual Advisors
Nebraska
$15.1M -$6.07M -40,612 -29%
FCM
348
Firestone Capital Management
Florida
$15.1M +$347K +2,324 +2%
BWM
349
Boyd Wealth Management
California
$15M +$10.1M +67,298 +202%
TFA
350
Trinity Financial Advisors
Ohio
$15M -$2.63M -17,570 -15%
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