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 %
AP
426
Americana Partners
Texas
$10.4M +$1.36M +9,107 +15%
QCM
427
QRG Capital Management
Illinois
$10.4M +$394K +2,635 +4%
AA
428
Aire Advisors
California
$10.2M -$12.4K -83 -0.1%
FAM
429
Frontier Asset Management
Wyoming
$10.1M +$63.2K +423 +0.6%
AIS
430
American Investment Services
Massachusetts
$10.1M +$5.53K +37 +0.1%
SGWM
431
Sterling Group Wealth Management
California
$10M -$235K -1,573 -2%
FFA
432
Farther Finance Advisors
California
$10M +$7.98M +53,393 +390%
DPI
433
Diversified Portfolios Inc
Michigan
$9.96M +$142K +949 +1%
RWI
434
Red Wave Investments
Pennsylvania
$9.92M -$341K -2,280 -3%
RFG
435
REAP Financial Group
Texas
$9.9M +$9.9M +66,213 New
CFSG
436
Clark Financial Services Group
Missouri
$9.9M -$193K -1,291 -2%
DWM
437
Dakota Wealth Management
Florida
$9.82M -$381K -2,551 -4%
KFGK
438
Keystone Financial Group (Kentucky)
Kentucky
$9.81M -$42K -281 -0.4%
EIP
439
Ellis Investment Partners
Pennsylvania
$9.81M +$953K +6,372 +11%
SF
440
SWP Financial
California
$9.75M +$9.75M +65,236 New
AC
441
Avestar Capital
New York
$9.72M +$757K +5,065 +8%
OWA
442
Outlook Wealth Advisors
Texas
$9.54M -$45.3K -303 -0.5%
WAP
443
Wealthcare Advisory Partners
Pennsylvania
$9.52M +$569K +3,804 +6%
EFS
444
Essex Financial Services
Connecticut
$9.5M +$646K +4,318 +7%
Lido Advisors
445
Lido Advisors
California
$9.49M +$48.1K +291 +0.5%
AWM
446
Avior Wealth Management
Nebraska
$9.42M -$2.53M -16,929 -21%
CBFP
447
Cedar Brook Financial Partners
Ohio
$9.39M +$1.04M +6,945 +12%
MCA
448
Maryland Capital Advisors
Maryland
$9.36M -$18.1K -121 -0.2%
AT
449
Arden Trust
Delaware
$9.34M -$87.2K -583 -0.9%
RPWA
450
Regent Peak Wealth Advisors
Georgia
$9.26M -$368K -2,463 -4%
16 17
18
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