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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 %
CPW
701
Catalyst Private Wealth
California
$4.01M +$123K +823 +3%
RSWM
702
Robertson Stephens Wealth Management
California
$4M -$433K -2,895 -10%
TBC
703
Ted Buchan & Co
California
$3.99M +$143K +957 +4%
LIWM
704
Long Island Wealth Management
New York
$3.97M +$3.97M +26,579 New
SIS
705
Strategic Investment Solutions
Illinois
$3.96M -$81.8M -547,417 -95%
ITB
706
Idaho Trust Bank
Idaho
$3.96M -$2.11M -14,085 -35%
UBV
707
United Bank (Virginia)
Virginia
$3.92M +$1.46M +9,760 +59%
BC
708
Barrett & Company
Rhode Island
$3.92M -$38.3K -256 -1%
FNBSF
709
First National Bank Sioux Falls
South Dakota
$3.9M +$901K +6,027 +30%
RJT
710
Raymond James Trust
Florida
$3.9M +$416K +2,780 +12%
WGCA
711
Wolf Group Capital Advisors
Virginia
$3.89M -$189K -1,331 -5%
GB
712
Gunma Bank
Japan
$3.89M +$1.64M +11,000 +73%
LFA
713
Laraway Financial Advisors
Minnesota
$3.89M +$144K +965 +4%
SLT
714
St Louis Trust
Missouri
$3.87M +$171K +1,143 +5%
STA
715
Summit Trail Advisors
New York
$3.86M -$3.21M -21,467 -45%
DWM
716
Destination Wealth Management
California
$3.86M +$231K +1,546 +6%
IP
717
Intellectus Partners
California
$3.85M -$80K -535 -2%
RW
718
REDW Wealth
New Mexico
$3.85M +$657K +4,392 +21%
CIA
719
Compass Ion Advisors
Pennsylvania
$3.84M -$14.2K -95 -0.4%
DT
720
Diversified Trust
Tennessee
$3.84M -$22.1K -148 -0.6%
BBNB
721
Baker Boyer National Bank
Washington
$3.83M +$263K +1,761 +7%
SW
722
SteelPeak Wealth
California
$3.81M +$3.81M +25,456 New
AP
723
Advisors Preferred
Maryland
$3.81M +$2.6M +17,300 +216%
CA
724
Continuum Advisory
Idaho
$3.78M +$365K +2,440 +11%
FCFC
725
First Commonwealth Financial Corp
Pennsylvania
$3.77M -$443K -2,966 -11%
27 28
29
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