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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 %
HNB
476
Huntington National Bank
Ohio
$8.42M -$8.07M – –
OCPWS
477
One Charles Private Wealth Services
Massachusetts
$8.41M +$555K +3,713 +7%
WJA
478
Willis Johnson & Associates
Texas
$8.41M -$254K -1,697 -3%
SFP
479
Sandbox Financial Partners
Maryland
$8.38M -$414K -2,768 -5%
FHC
480
First Heartland Consultants
Missouri
$8.37M +$3.44K +23 +0%
SWM
481
Schwallier Wealth Management
Michigan
$8.34M +$8.34M +55,756 New
SAG
482
SageView Advisory Group
California
$8.32M -$6.87M -45,128 -45%
NB
483
NBT Bank
New York
$8.31M +$8.31M +55,585 New
APC
484
Asset Planning Corporation
Tennessee
$8.3M -$304K -2,033 -4%
HWM
485
HB Wealth Management
Georgia
$8.26M +$1.37M +9,177 +20%
KNFPWM
486
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$8.24M +$8.24M +55,127 New
HPWM
487
High Pines Wealth Management
Massachusetts
$8.24M -$2.39K -16 -0%
SWA
488
Sightline Wealth Advisors
Connecticut
$8.23M +$2.41M +16,088 +41%
FHA
489
First Horizon Advisors
Tennessee
$8.18M +$359K +2,404 +5%
DP
490
Denver PWM
Colorado
$8.17M +$655K +4,378 +9%
5SA
491
5th Street Advisors
Connecticut
$8.16M -$159K -1,064 -2%
CWM
492
Cranbrook Wealth Management
Michigan
$8.16M -$300K -2,010 -4%
Nomura Asset Management
493
Nomura Asset Management
Japan
$8.12M -$18.4M -123,400 -69%
HI
494
Harbour Investments
Wisconsin
$8.11M +$224K +1,501 +3%
IPW
495
Impact Partnership Wealth
Georgia
$8.07M -$10.9M -73,020 -57%
WWA
496
WCG Wealth Advisors
Nevada
$8.03M -$542K -3,626 -6%
LFS
497
Lutz Financial Services
Nebraska
$8.03M +$257K +1,716 +3%
CB
498
Commerce Bank
Missouri
$8.02M +$492K +3,293 +7%
4FG
499
4Thought Financial Group
New York
$8.02M +$6.78M +45,340 +546%
VBWMG
500
Von Berge Wealth Management Group
California
$8.02M -$753K -5,044 -9%
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