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 %
AA
751
Auxano Advisors
Washington
$3.52M – – –
C
752
CEDRUS
Colorado
$3.51M +$205K +1,369 +6%
TW
753
TritonPoint Wealth
Maryland
$3.5M +$3.5M +23,406 New
AIM
754
AMI Investment Management
Indiana
$3.42M -$1.07M -7,167 -24%
NAMNJ
755
NorthStar Asset Management (New Jersey)
New Jersey
$3.42M +$3.42M +22,861 New
WIA
756
World Investment Advisors
California
$3.4M +$173K +1,160 +5%
OSAM
757
O'Shaughnessy Asset Management
Connecticut
$3.4M +$131K +873 +4%
DTC
758
Davidson Trust Company
Washington
$3.4M -$28.7K -192 -0.8%
AWE
759
Avidian Wealth Enterprises
Texas
$3.4M +$477K +3,191 +16%
JGC
760
J. Goldman & Co
New York
$3.4M +$3.4M +22,711 New
MW
761
Marcum Wealth
Ohio
$3.39M +$291K +1,944 +9%
Empower Advisory Group
762
Empower Advisory Group
Colorado
$3.39M -$318K -2,126 -9%
MFT
763
Moisand Fitzgerald Tamayo
Florida
$3.39M -$57K -381 -2%
CANC
764
Culbertson A N & Co
Virginia
$3.37M +$12.4K +83 +0.4%
KJWM
765
Kiley Juergens Wealth Management
Washington
$3.36M +$78.8K +527 +2%
TCMP
766
Thrive Capital Management (Pennsylvania)
Pennsylvania
$3.36M -$572K -3,826 -15%
ACM
767
AUA Capital Management
Pennsylvania
$3.35M +$933K +6,243 +39%
PFWA
768
Paces Ferry Wealth Advisors
Georgia
$3.35M -$31.5K -211 -0.9%
FFWM
769
Future Financial Wealth Management
Ohio
$3.35M +$16.6K +111 +0.5%
DIP
770
DT Investment Partners
Pennsylvania
$3.3M +$1.59M +10,432 +93%
BMCM
771
Bryn Mawr Capital Management
Pennsylvania
$3.3M +$193K +1,293 +6%
Bank of Nova Scotia
772
Bank of Nova Scotia
Ontario, Canada
$3.29M +$3.29M +22,043 New
NOI
773
Newton One Investments
Delaware
$3.29M -$229K -1,530 -6%
IC
774
IEQ Capital
California
$3.29M +$60K +401 +2%
MFG
775
Magnus Financial Group
New York
$3.28M +$191K +1,280 +6%
29 30
31
32 33