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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 %
CCA
726
Clarity Capital Advisors
Florida
$3.77M +$3.77M +25,195 New
ICMARC
727
International City Management Association Retirement Corp
District of Columbia
$3.75M – – –
BP
728
Ballentine Partners
Massachusetts
$3.75M – – –
AWA
729
Arete Wealth Advisors
Illinois
$3.71M +$2.92M +19,550 +371%
EA
730
Eudaimonia Advisors
Tennessee
$3.7M +$77.6K +519 +2%
CTA
731
Chesley Taft & Associates
Illinois
$3.7M -$28.4K -190 -0.8%
GJIA
732
Glass Jacobson Investment Advisors
Maryland
$3.69M +$375K +2,510 +11%
VF
733
VitalStone Financial
Texas
$3.69M +$2.27M +15,153 +159%
IDA
734
Intelligence Driven Advisers
California
$3.67M +$150K +995 +4%
IAA
735
Ironsides Asset Advisors
North Carolina
$3.67M – – –
HWA
736
Hillcrest Wealth Advisors
New Jersey
$3.66M – – –
LC
737
Lindbrook Capital
California
$3.65M -$188K -1,255 -5%
FIA
738
Foundations Investment Advisors
Arizona
$3.64M +$305K +2,000 +9%
GLA
739
Great Lakes Advisors
Illinois
$3.63M +$297K +1,984 +9%
JAG
740
Journey Advisory Group
Kentucky
$3.63M -$129K -864 -3%
GA
741
GFS Advisors
Texas
$3.63M -$139K -928 -4%
VWM
742
Vivid Wealth Management
Iowa
$3.62M +$3.62M +24,191 New
DI
743
Disciplined Investments
Oklahoma
$3.61M +$23.3K +156 +0.6%
EF
744
Empowered Funds
Pennsylvania
$3.61M -$3.81M -25,490 -51%
FA
745
FF Advisors
California
$3.61M +$3.61M +24,134 New
IWM
746
IHT Wealth Management
Illinois
$3.61M -$225K -1,508 -6%
PP
747
Prosperity Planning
Missouri
$3.58M +$156K +1,041 +5%
LFA
748
Level Financial Advisors
New York
$3.54M +$51.7K +346 +1%
SAM
749
Sawgrass Asset Management
Florida
$3.53M -$115K -770 -3%
LFAS
750
Level Four Advisory Services
Texas
$3.52M -$123K -823 -3%
28 29
30
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