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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 %
EA
576
Eclectic Associates
California
$6.07M -$3.11M -20,787 -34%
SJGA
577
Stephen J. Garry & Associates
New York
$6.07M +$6.07M +40,614 New
MSFS
578
Main Street Financial Solutions
Pennsylvania
$6.02M -$77K -515 -1%
IAG
579
Investment Advisory Group
Massachusetts
$5.99M -$12.3K -82 -0.2%
PVI
580
Pine Valley Investments
New Jersey
$5.99M +$154K +1,031 +3%
BFEC
581
Benjamin F. Edwards & Company
Missouri
$5.99M +$1.11M +7,409 +23%
CF
582
Centaurus Financial
California
$5.98M -$2.18M -14,568 -27%
SB
583
Simmons Bank
Arkansas
$5.95M -$172K -1,150 -3%
WS
584
Wedbush Securities
California
$5.95M -$282K -1,884 -5%
MSF
585
Mustard Seed Financial
Arkansas
$5.89M +$5.89M +39,404 New
FFP
586
Forbes Financial Planning
Rhode Island
$5.88M +$200K +1,341 +4%
PA
587
Prism Advisors
California
$5.85M -$15.2K -102 -0.3%
SG
588
Sharper & Granite
California
$5.82M -$35.9K -240 -0.6%
CPA
589
Cardiff Park Advisors
California
$5.82M +$484K +3,240 +9%
BFA
590
Beaumont Financial Advisors
Massachusetts
$5.8M -$297K -1,986 -5%
AF
591
Advisornet Financial
Minnesota
$5.8M +$72.1K +482 +1%
MAM
592
McLean Asset Management
Virginia
$5.79M -$14.4K -96 -0.2%
GWM
593
GSB Wealth Management
Connecticut
$5.78M -$126K -841 -2%
Qube Research & Technologies (QRT)
594
Qube Research & Technologies (QRT)
United Kingdom
$5.78M -$7.15M -47,822 -55%
MAG
595
Mayfair Advisory Group
Alabama
$5.77M +$580K +3,857 +11%
MWA
596
Martel Wealth Advisors
Washington
$5.76M +$61.4K +411 +1%
SWA
597
Sax Wealth Advisors
New Jersey
$5.74M -$1.26M -8,403 -18%
FC
598
Family CFO
California
$5.73M +$197K +1,316 +4%
HF
599
Halpern Financial
Virginia
$5.72M +$3.68M +24,629 +180%
OC
600
Oppenheimer & Co
New York
$5.7M +$663K +4,432 +13%
22 23
24
25 26