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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 %
GLA
676
Good Life Advisors
Pennsylvania
$4.4M +$1.45M +9,722 +49%
NEWAS
677
N.E.W. Advisory Services
Wisconsin
$4.39M -$80.4K -538 -2%
DB
678
Dravo Bay
Delaware
$4.39M -$862K -5,765 -16%
HIA
679
HTG Investment Advisors
Connecticut
$4.38M +$195K +1,301 +5%
FFBTD
680
First Financial Bank - Trust Division
Ohio
$4.38M -$60.1K -402 -1%
SFA
681
Semmax Financial Advisors
North Carolina
$4.36M +$569K +3,763 +15%
MA
682
Montag & Associates
Georgia
$4.35M -$218K -1,456 -5%
RFS
683
Richardson Financial Services
Massachusetts
$4.35M +$4.35M +29,078 New
WCM
684
Winthrop Capital Management
Indiana
$4.34M +$4.34M +29,036 New
WPC
685
Wedmont Private Capital
Pennsylvania
$4.32M -$26.7K -177 -0.6%
FFA
686
Florida Financial Advisors
Florida
$4.31M +$4.31M +28,808 New
IAS
687
Insigneo Advisory Services
Florida
$4.3M +$21.5K +144 +0.5%
SWA
688
Stratos Wealth Advisors
Ohio
$4.27M +$65.8K +440 +2%
PWMG
689
Pioneer Wealth Management Group
Texas
$4.26M -$772K -5,162 -15%
WDL
690
Well Done LLC
Michigan
$4.23M -$787K -5,264 -16%
FCI
691
Financial Counselors Inc
Kansas
$4.22M +$72.2K +483 +2%
MPW
692
MA Private Wealth
California
$4.19M -$4.8M -32,126 -53%
NPFS
693
Novak & Powell Financial Services
Florida
$4.16M +$4.16M +27,748 New
HR
694
Hardy Reed
Mississippi
$4.14M +$2.45M +16,390 +145%
TF
695
Theory Financial
Colorado
$4.11M +$108K +721 +3%
DWT
696
Dorsey & Whitney Trust
South Dakota
$4.1M -$184K -1,232 -4%
IIA
697
IPG Investment Advisors
California
$4.09M -$365K -2,440 -8%
RCAG
698
Rehmann Capital Advisory Group
Michigan
$4.07M -$38.9K -260 -0.9%
CA
699
Clearstead Advisors
Ohio
$4.07M +$2.57M +17,203 +172%
CGL
700
Clarius Group LLC
Washington
$4.06M -$587K -3,925 -13%
26 27
28
29 30