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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 %
CFGS
501
Concourse Financial Group Securities
Alabama
$8.02M -$99.3K -664 -1%
BF
502
BOK Financial
Oklahoma
$7.98M +$1.83M +12,238 +30%
GBT
503
Grove Bank & Trust
Florida
$7.93M +$1.17M +7,854 +17%
CWP
504
Cyndeo Wealth Partners
Florida
$7.89M -$2.87M -19,192 -27%
YWS
505
Yarger Wealth Strategies
Ohio
$7.87M -$350K -2,342 -4%
BWM
506
Brown Wealth Management
Illinois
$7.87M -$984K -6,579 -11%
SWA
507
Safir Wealth Advisors
New Hampshire
$7.86M +$25.4K +170 +0.3%
NAS
508
Nicolet Advisory Services
Wisconsin
$7.81M -$2.18M -14,598 -22%
CW
509
Cooksen Wealth
Texas
$7.81M +$7.81M +52,234 New
SIAM
510
Sterling Investment Advisors (Missouri)
Missouri
$7.79M +$2.14M +14,305 +38%
PIAS
511
PCA Investment Advisory Services
Ohio
$7.75M -$512K -3,426 -6%
PA
512
Planning Alternatives
Michigan
$7.75M -$54.9K -367 -0.7%
VA
513
Valmark Advisers
Ohio
$7.69M +$15.1K +101 +0.2%
PWAC
514
Private Wealth Advisors (California)
California
$7.69M -$393K -2,630 -5%
FAIM
515
Financial Advocates Investment Management
Washington
$7.61M -$1.66M -11,094 -18%
AWA
516
Arkadios Wealth Advisors
Georgia
$7.59M +$505K +3,377 +7%
BDF
517
Black Diamond Financial
Maryland
$7.58M -$605K -4,050 -7%
JFG
518
JMG Financial Group
Illinois
$7.57M -$541K -3,621 -7%
LODC
519
Lanham O'Dell & Company
West Virginia
$7.57M +$7.57M +50,641 New
GWM
520
Gray Wealth Management
Maine
$7.56M -$673K -4,500 -8%
CWM
521
Cornerstone Wealth Management
Missouri
$7.54M -$1.17M -7,803 -13%
AM
522
AGF Management
Ontario, Canada
$7.52M -$487K -3,258 -6%
KCM
523
Kathmere Capital Management
Pennsylvania
$7.51M +$340K +2,273 +5%
PA
524
Pinnacle Associates
New York
$7.48M -$20.3K -136 -0.3%
AA
525
Axiom Advisory
California
$7.45M +$9.72K +65 +0.1%
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