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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 %
AF
526
Affiance Financial
Minnesota
$7.43M -$11.6M -77,297 -61%
IAA
527
Independent Advisor Alliance
North Carolina
$7.42M +$3.87M +26,862 +109%
FFG
528
Frisch Financial Group
New York
$7.29M +$1.98M +13,215 +37%
IWS
529
Integrity Wealth Solutions
Colorado
$7.25M +$7.25M +48,490 New
BAM
530
Beaumont Asset Management
Texas
$7.24M -$679K -4,541 -9%
BBWP
531
Beacon Bridge Wealth Partners
Pennsylvania
$7.24M -$1.39M -9,307 -16%
MLRA
532
Main Line Retirement Advisors
Montana
$7.22M +$7.22M +48,327 New
CAL
533
Capital Analysts LLC
Pennsylvania
$7.21M +$460K +3,078 +7%
OW
534
Olistico Wealth
Oklahoma
$7.2M -$155K -1,037 -2%
TFA
535
TPG Financial Advisors
Oregon
$7.2M +$18.2K +121 +0.3%
HP
536
Holistic Planning
Texas
$7.17M +$7.17M +47,993 New
E
537
ETFidea
New York
$7.15M +$1.14M +7,650 +19%
NG
538
Northstar Group
New York
$7.13M +$649K +4,340 +10%
Wealthfront Advisers
539
Wealthfront Advisers
California
$7.12M +$616K +4,123 +9%
EDRIA
540
Edmonds Duncan Registered Investment Advisors
Kansas
$7.11M +$32.1K +215 +0.5%
WA
541
WBH Advisory
Maryland
$7.06M -$185K -1,235 -3%
IA
542
IFP Advisors
Florida
$7.02M +$1.41M +9,408 +25%
PWM
543
Perigon Wealth Management
California
$6.96M +$341K +2,278 +5%
FPAS
544
Focus Partners Advisor Solutions
Missouri
$6.94M -$632K -4,228 -8%
WAM
545
Weinberger Asset Management
California
$6.85M +$97.3K +651 +1%
HB
546
Horizon Bancorp
Indiana
$6.85M +$6.12M +40,905 +837%
AIA
547
Angeles Investment Advisors
California
$6.84M -$45.1M -301,756 -87%
ECA
548
Elevated Capital Advisors
Utah
$6.8M +$309K +2,067 +5%
ICP
549
Interchange Capital Partners
Pennsylvania
$6.77M +$31.8K +213 +0.5%
TCA
550
Taconic Capital Advisors
New York
$6.73M +$2.24M +15,000 +50%
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