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 %
AWM
451
Apollon Wealth Management
South Carolina
$9.26M +$35.7K +239 +0.4%
CIC
452
Cutler Investment Counsel
Oregon
$9.23M +$1.43M +9,590 +18%
CA
453
CGN Advisors
Kansas
$9.22M +$2.28M +15,236 +33%
IGWM
454
ICA Group Wealth Management
Colorado
$9.18M +$1.98M +13,236 +27%
MAG
455
Mokosak Advisory Group
Iowa
$9.17M +$136K +912 +2%
SCA
456
Snowden Capital Advisors
New York
$9.1M +$249K +1,668 +3%
TPW
457
Tiller Private Wealth
Pennsylvania
$9.08M -$1.13M -7,539 -11%
LPAM
458
Lodestar Private Asset Management
California
$9.06M +$56.8K +380 +0.6%
CPRC
459
Consolidated Portfolio Review Corp
New York
$9.02M -$287K -1,922 -3%
WP
460
WealthShield Partners
North Carolina
$8.93M -$15.3M -102,288 -63%
EFG
461
Everhart Financial Group
Ohio
$8.92M +$46.5K +311 +0.5%
SWM
462
Soundmark Wealth Management
Washington
$8.92M +$746K +4,993 +9%
CFO
463
Collective Family Office
Pennsylvania
$8.91M -$36.2K -242 -0.4%
EA
464
Emerald Advisors
Washington
$8.86M -$1.23M -8,199 -12%
ZF
465
Zhang Financial
Michigan
$8.84M -$323K -2,163 -4%
ATC
466
Advantage Trust Company
Kansas
$8.82M +$8.82M +59,022 New
SC
467
Syon Capital
California
$8.8M +$4.45M +29,772 +102%
CI
468
CX Institutional
Indiana
$8.78M +$8.78M +58,753 New
AA
469
Ancora Advisors
Ohio
$8.74M +$1.66M +11,129 +24%
AA
470
Ashford Advisors
New York
$8.63M -$871K -5,827 -9%
TIM
471
Tortoise Investment Management
New York
$8.56M -$305K -2,042 -3%
BSHC
472
Breed's Hill Capital
Massachusetts
$8.55M +$8.55M +57,188 New
HWA
473
Heritage Wealth Advisors
Virginia
$8.49M +$8.46M +56,561 +27,591%
WWWM
474
White Wing Wealth Management
Texas
$8.44M +$8.44M +56,010 New
ORL
475
Oak Root LLC
California
$8.43M +$8.43M +56,413 New
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