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 %
SPC
626
Sigma Planning Corp
Michigan
$5.1M -$5.16M -34,492 -50%
DAS
627
Dynamic Advisor Solutions
Arizona
$5.09M +$1.95M +13,057 +62%
TW
628
Traveka Wealth
California
$5.04M +$5.04M +33,688 New
HCP
629
Hexagon Capital Partners
Arkansas
$5.03M -$1.79M -11,955 -26%
Koshinski Asset Management
630
Koshinski Asset Management
Illinois
$5.02M -$31.3M -209,154 -86%
TCPWM
631
Traverso Chambers Private Wealth Management
California
$5.02M +$212K +1,417 +4%
FHA
632
Flagship Harbor Advisors
Massachusetts
$5.02M +$1.15M +7,708 +30%
RFA
633
Register Financial Advisors
Georgia
$4.97M -$8.37K -56 -0.2%
JIC
634
Johnson Investment Counsel
Ohio
$4.95M +$117K +783 +2%
AFWM
635
Abich Financial Wealth Management
Virginia
$4.95M +$4.95M +33,095 New
GSC
636
G&S Capital
Colorado
$4.94M -$117K -784 -2%
VCA
637
Verdence Capital Advisors
Maryland
$4.92M +$22.7K +152 +0.5%
FFS
638
Founders Financial Securities
Maryland
$4.92M -$232K -1,551 -5%
RA
639
Riversedge Advisors
Delaware
$4.91M +$169K +1,132 +4%
LWM
640
Lodestone Wealth Management
Washington
$4.88M +$19.6K +131 +0.4%
WFAG
641
Wescott Financial Advisory Group
Pennsylvania
$4.86M +$309K +2,070 +7%
TYCC
642
Texas Yale Capital Corp
Florida
$4.84M -$61.3K -410 -1%
SFB
643
STAR Financial Bank
Indiana
$4.83M +$77.6K +519 +2%
VC
644
Vicus Capital
Pennsylvania
$4.81M -$1.2M -8,023 -20%
AG
645
AlTi Global
New York
$4.81M +$4.81M +32,147 New
BWM
646
Benchmark Wealth Management
Connecticut
$4.75M +$87.9K +588 +2%
ATC
647
Argent Trust Co
Tennessee
$4.71M +$3.74K +25 +0.1%
D
648
Dentgroup
Louisiana
$4.69M -$1.18M -7,866 -20%
HFS
649
Hoge Financial Services
Pennsylvania
$4.67M +$4.67M +31,231 New
OCG
650
Opus Capital Group
Ohio
$4.67M -$159K -1,064 -3%
24 25
26
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