VTV icon

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 %
NF
601
Nikulski Financial
Iowa
$5.69M -$274K -1,836 -5%
CWM
602
Connecticut Wealth Management
Connecticut
$5.62M +$683K +4,568 +14%
PFM
603
Phillips Financial Management
Indiana
$5.61M +$147K +983 +3%
GWM
604
GoalFusion Wealth Management
Texas
$5.59M +$181K +1,213 +3%
AWP
605
Ascent Wealth Partners
New York
$5.56M -$2.35M -15,710 -30%
FM
606
Family Management
New York
$5.53M +$5.08M +33,961 +1,126%
RG
607
Retirement Group
California
$5.52M -$99.3K -664 -2%
TA
608
TKG Advisors
Indiana
$5.51M -$33.5K -224 -0.6%
KOC
609
Koss-Olinger Consulting
Florida
$5.51M -$2.9M -19,389 -34%
OIA
610
OneDigital Investment Advisors
Kansas
$5.47M +$1.26M +8,454 +30%
WPWM
611
Windward Private Wealth Management
Kansas
$5.43M -$435K -2,913 -7%
VIA
612
Vantagepoint Investment Advisers
District of Columbia
$5.43M – – –
FA
613
Fountainhead AM
New Jersey
$5.42M +$587K +3,929 +12%
DFG
614
Delta Financial Group
New Jersey
$5.42M +$445K +2,974 +9%
TFGT
615
TS Financial Group (TSFG)
Illinois
$5.39M -$1.28M -8,540 -19%
EFS
616
Econ Financial Services
Pennsylvania
$5.3M +$142K +950 +3%
ML
617
Mayport LLC
Massachusetts
$5.3M +$688K +4,600 +15%
ACA
618
Atlas Capital Advisors
Wyoming
$5.29M -$35.1K -235 -0.7%
CAG
619
Csenge Advisory Group
Florida
$5.28M -$379K -2,533 -7%
LSAG
620
Lake Street Advisors Group
New Hampshire
$5.21M +$69.2K +463 +1%
OPCM
621
Osborne Partners Capital Management
California
$5.18M +$200K +1,339 +4%
Millennium Management
622
Millennium Management
New York
$5.17M -$11.3M -75,550 -69%
IIC
623
Integrated Investment Consultants
Michigan
$5.16M -$272K -1,818 -5%
MPW
624
MGO Private Wealth
California
$5.12M +$3.14K +21 +0.1%
RTL
625
Red Tortoise LLC
Georgia
$5.12M -$237K -1,585 -4%
23 24
25
26 27