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 %
ACM
351
AlphaStar Capital Management
North Carolina
$14.9M +$3.08M +10,302 +26%
APC
352
Aspire Private Capital
North Carolina
$14.9M +$699K +4,674 +5%
NFC
353
Northeast Financial Consultants
Connecticut
$14.9M -$3.98M -26,628 -21%
LIG
354
Lokken Investment Group
Delaware
$14.7M +$2.49M +16,688 +20%
TC
355
Tenret Company
Florida
$14.6M +$14.6M +97,874 New
CWAG
356
Compton Wealth Advisory Group
Virginia
$14.3M -$1.24M -8,326 -8%
CA
357
Cresta Advisors
Texas
$14.2M -$595K -3,979 -4%
ABC
358
Associated Banc-Corp
Wisconsin
$14.1M -$3.19M -21,363 -18%
ACS
359
Archford Capital Strategies
Illinois
$14.1M -$1.12M -7,482 -7%
WLIM
360
White Lighthouse Investment Management
Massachusetts
$14M +$250K +1,669 +2%
AWMNH
361
Arcadia Wealth Management (New Hampshire)
New Hampshire
$13.9M +$940K +6,288 +7%
KPWG
362
KFA Private Wealth Group
Virginia
$13.8M +$1.22M +8,191 +10%
CF
363
Copperwynd Financial
Arizona
$13.7M +$902K +6,036 +7%
TCM
364
Towneley Capital Management
California
$13.5M +$13.5M +90,579 New
AL
365
Aspiriant LLC
California
$13.5M -$1.64M -10,953 -11%
CLGM
366
Capitolis Liquid Global Markets
New York
$13.5M +$13.5M +90,000 New
GSIS
367
Global Strategic Investment Solutions
Arizona
$13.4M +$22.3K +149 +0.2%
CWA
368
CJM Wealth Advisers
Virginia
$13.3M -$118K -792 -0.9%
PAS
369
Park Avenue Securities
New York
$13.3M +$584K +3,905 +5%
CTC
370
Central Trust Company
Missouri
$13.2M +$348K +2,327 +3%
SFS
371
Sowell Financial Services
Arkansas
$13.2M +$7.41M +49,551 +128%
PFA
372
Pure Financial Advisors
California
$13.1M -$241K -1,614 -2%
SCM
373
SOL Capital Management
Maryland
$13.1M +$228K +1,522 +2%
WIM
374
Warwick Investment Management
Texas
$13.1M +$8.44M +56,444 +182%
RWG
375
Ratio Wealth Group
Colorado
$13.1M -$1.36M -9,080 -9%
13 14
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