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 %
BHB
376
Bank Hapoalim BM
Israel
$13M – – –
UB
377
UMB Bank
Missouri
$12.9M -$190K -1,268 -1%
SSW
378
Stone Summit Wealth
Florida
$12.9M +$433K +2,894 +3%
SCP
379
Stevens Capital Partners
Nebraska
$12.9M -$2.7M -18,092 -17%
MPCG
380
Matrix Private Capital Group
New York
$12.8M +$390K +2,611 +3%
JWCA
381
J.W. Cole Advisors
Florida
$12.8M +$2.87M +19,230 +29%
AWS
382
Aspen Wealth Strategies
Colorado
$12.7M +$2.92M +19,505 +30%
Financial Engines Advisors
383
Financial Engines Advisors
California
$12.7M +$263K +1,761 +2%
MNBTD
384
Moody National Bank Trust Division
Texas
$12.5M +$5.47M +36,596 +77%
ECM
385
Evergreen Capital Management
Washington
$12.5M -$1.61M -10,761 -11%
PWP
386
PrairieView Wealth Partners
Illinois
$12.4M +$12.4M +82,896 New
FNBOO
387
First National Bank of Omaha
Nebraska
$12.4M +$288K +1,929 +2%
MWM
388
Meridian Wealth Management
Kentucky
$12.2M +$1.91M +12,765 +19%
AFG
389
AFS Financial Group
Maryland
$12.2M -$9.58M -64,060 -44%
GWM
390
Greenhouse Wealth Management
Connecticut
$12.2M -$4.93K -33 -0%
GAM
391
Gemmer Asset Management
California
$12.1M +$1.44M +9,658 +14%
EPM
392
Elm Partners Management
Pennsylvania
$12M +$4.54M +30,356 +61%
AA
393
AJ Advisors
Tennessee
$11.9M +$707K +4,729 +6%
FUBT
394
First United Bank & Trust
Maryland
$11.9M +$323K +2,159 +3%
OPPS
395
Obsidian Personal Planning Solutions
Maryland
$11.8M +$419K +2,806 +4%
SW
396
SlateStone Wealth
Florida
$11.8M -$166K -1,109 -1%
GFG
397
Goldstone Financial Group
Illinois
$11.8M +$981K +6,562 +9%
SFG
398
Sovereign Financial Group
Connecticut
$11.7M +$1.55M +10,345 +15%
EGA
399
E&G Advisors
Texas
$11.6M -$152K -1,014 -1%
Mirae Asset Global Investments
400
Mirae Asset Global Investments
South Korea
$11.5M +$2.09M +14,000 +22%
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