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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 %
KWM
651
Kingsview Wealth Management
Oregon
$4.66M -$1.01M -6,766 -18%
CG
652
Caprock Group
Idaho
$4.66M +$25.1K +168 +0.5%
DWM
653
Defined Wealth Management
Oregon
$4.64M +$76.4K +511 +2%
KFA
654
Kelleher Financial Advisors
New York
$4.63M – – –
EP
655
Eudaimonia Partners
Tennessee
$4.62M +$362K +2,421 +8%
MWM
656
Marietta Wealth Management
Georgia
$4.62M +$25.4K +170 +0.6%
CAL
657
Capital Advisors Ltd
Ohio
$4.61M +$21.4K +143 +0.5%
AWM
658
Accel Wealth Management
Iowa
$4.6M -$26.9K -180 -0.6%
PIA
659
Perennial Investment Advisors
California
$4.6M +$107K +718 +2%
KBC Group
660
KBC Group
Belgium
$4.59M -$44.9K -300 -1%
SL
661
Salomon & Ludwin
Virginia
$4.58M – – –
ECG
662
Edge Capital Group
Georgia
$4.57M +$13.9K +93 +0.3%
SVWAG
663
Sound View Wealth Advisors Group
Georgia
$4.55M -$84.6K -566 -2%
FWP
664
Family Wealth Partners
North Carolina
$4.53M +$4.53M +30,306 New
LL
665
LPWM LLC
Minnesota
$4.52M +$152K +1,013 +3%
SFWC
666
Strategic Family Wealth Counselors
New Jersey
$4.49M +$656K +4,385 +17%
BST
667
Bath Savings Trust
Maine
$4.49M +$253K +1,693 +6%
First Manhattan
668
First Manhattan
New York
$4.48M +$348K +2,324 +8%
ACP
669
Aveo Capital Partners
Colorado
$4.47M -$133K -891 -3%
Prudential Financial
670
Prudential Financial
New Jersey
$4.45M -$308K -2,058 -6%
GP
671
Girard Partners
Pennsylvania
$4.43M -$494K -3,305 -10%
JWA
672
JFS Wealth Advisors
Pennsylvania
$4.43M -$77.9K -521 -2%
BWM
673
Birchcreek Wealth Management
Ohio
$4.42M +$475K +3,180 +12%
ES
674
Eagle Strategies
New York
$4.41M -$584K -3,908 -12%
LWM
675
LongView Wealth Management
Georgia
$4.41M +$4.41M +29,418 New
25 26
27
28 29