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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 %
AG
401
Ascent Group
Virginia
$11.4M -$371K -2,420 -3%
VWA
402
Visionary Wealth Advisors
Illinois
$11.4M -$2.22M -14,843 -16%
RWRC
403
R.W. Roge & Company
New York
$11.4M +$1.72M +11,499 +18%
BCG
404
Breakwater Capital Group
New Jersey
$11.4M +$1.16M +7,782 +11%
NRI
405
NFP Retirement Inc
California
$11.3M +$77.3K +517 +0.7%
WCA
406
Waypoint Capital Advisors
Minnesota
$11.2M +$1.02M +6,849 +10%
VNA
407
Valley National Advisers
Pennsylvania
$11.2M +$1M +6,704 +10%
LI
408
Latigo Investments
Florida
$11.2M – – –
FAP
409
Financial Advisory Partners
Florida
$11.2M +$607K +4,061 +6%
BBA
410
BLB&B Advisors
Pennsylvania
$11.1M -$10K -67 -0.1%
MMPW
411
Mitchell McLeod Pugh & Williams
Alabama
$11.1M -$454K -3,035 -4%
WCM
412
Windham Capital Management
Massachusetts
$11.1M +$783K +5,239 +8%
LFP
413
Leeward Financial Partners
Washington
$11M +$313K +2,095 +3%
PSA
414
Plum Street Advisors
Louisiana
$10.9M +$10.9M +73,198 New
IA
415
IFG Advisory
Georgia
$10.8M +$964K +6,449 +10%
ME
416
McIlrath & Eck
Washington
$10.8M +$3.62M +24,193 +50%
MAS
417
Madden Advisory Services
Florida
$10.7M +$914K +6,116 +9%
TCA
418
Transcend Capital Advisors
New Jersey
$10.7M +$4.73M +31,635 +80%
DI
419
DAGCO Inc
Ohio
$10.6M +$10.6M +70,982 New
DWS
420
Dynamic Wealth Strategies
California
$10.6M +$10.6M +70,982 New
NFG
421
Nations Financial Group
Iowa
$10.6M +$1.05K +7 +0%
HIP
422
HUB Investment Partners
Texas
$10.5M +$9.93M +66,442 +1,624%
BGAI
423
Bruce G. Allen Investments
Colorado
$10.5M +$10.5M +70,238 New
WCM
424
Weaver Capital Management
Georgia
$10.5M +$10.5M +70,171 New
FA
425
FDx Advisors
Illinois
$10.5M +$987K +6,600 +10%
15 16
17
18 19