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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 %
AA
551
Atmos Advisory
Pennsylvania
$6.7M -$12.1K -81 -0.2%
ACA
552
Ackerman Capital Advisors
Texas
$6.64M -$1.01M -6,730 -13%
USCWA
553
U.S. Capital Wealth Advisors
Texas
$6.63M -$435K -2,907 -6%
GCP
554
Gill Capital Partners
Colorado
$6.61M +$342K +2,286 +5%
APP
555
Avantax Planning Partners
Iowa
$6.6M -$712K -4,765 -10%
CCA
556
Cora Capital Advisors
New Jersey
$6.57M -$53.4K -357 -0.8%
GIA
557
Gladstone Institutional Advisory
Florida
$6.57M +$305K +2,043 +5%
RMAM
558
Raab & Moskowitz Asset Management
New Jersey
$6.54M +$382K +2,554 +6%
CF
559
Corrigan Financial
Rhode Island
$6.51M +$29.6K +198 +0.5%
Neuberger Berman Group
560
Neuberger Berman Group
New York
$6.48M +$2.5M +16,713 +63%
PCMC
561
Paragon Capital Management (Colorado)
Colorado
$6.48M -$166K -1,112 -3%
PA
562
PFG Advisors
Arizona
$6.48M +$1.71M +11,449 +36%
SFM
563
Signet Financial Management
New Jersey
$6.45M -$106K -711 -2%
KA
564
Kovack Advisors
Florida
$6.41M +$755K +5,048 +13%
FA
565
Flagstar Advisors
New York
$6.35M +$402K +2,686 +7%
GAM
566
Gotham Asset Management
New York
$6.25M +$2.11M +14,100 +51%
FLA
567
Financial Life Advisors
Texas
$6.24M -$550K -3,679 -8%
HIA
568
Harbor Investment Advisory
Maryland
$6.24M +$43.7K +292 +0.7%
HWM
569
Hohimer Wealth Management
Washington
$6.14M +$53.1K +355 +0.9%
WTA
570
Washington Trust Advisors
Massachusetts
$6.14M -$1.17M -7,823 -16%
BJL
571
Brighton Jones LLC
Washington
$6.13M -$96.6K -646 -2%
BCP
572
Berkeley Capital Partners
Georgia
$6.12M -$2.75M -18,396 -31%
CFA
573
CWS Financial Advisors
Michigan
$6.1M +$365K +2,444 +6%
APG
574
Abacus Planning Group
South Carolina
$6.09M -$1.52M -10,178 -20%
VFA
575
Valeo Financial Advisors
Indiana
$6.08M -$228K -1,527 -4%
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