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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 %
LSA
776
Lansing Street Advisors
Pennsylvania
$3.28M +$3.28M +21,913 New
SFS
777
Security Financial Services
Indiana
$3.24M -$13.5K -90 -0.4%
MAM
778
Marotta Asset Management
Virginia
$3.22M -$120K -806 -4%
KF
779
Krilogy Financial
Missouri
$3.22M +$467K +3,127 +17%
UBG
780
United Bank (Georgia)
Georgia
$3.21M -$1.2K -8 -0%
BAG
781
Bridgewealth Advisory Group
California
$3.2M +$359K +2,402 +13%
TFP
782
Triune Financial Partners
Kansas
$3.2M +$22K +147 +0.7%
VCM
783
Vivaldi Capital Management
Illinois
$3.16M -$41.8K -276 -1%
KCM
784
Kennicott Capital Management
California
$3.15M -$60.2K -403 -2%
FSA
785
Financial Services Advisory
Maryland
$3.13M -$6.43K -43 -0.2%
OCM
786
One Capital Management
California
$3.13M -$128K -857 -4%
MBI
787
May Barnhard Investments
Maryland
$3.13M +$3.13M +20,936 New
TC
788
Tacita Capital
Ontario, Canada
$3.13M -$146K -975 -4%
TFA
789
Tobias Financial Advisors
Florida
$3.12M – – –
HSWM
790
Hubbell Strickland Wealth Management
Louisiana
$3.11M -$144K -963 -4%
NB
791
Nicolet Bankshares
Wisconsin
$3.11M -$161K -1,078 -5%
CAG
792
Compass Advisory Group
New York
$3.1M +$16.3K +109 +0.5%
CS
793
Credit Suisse
Switzerland
$3.08M +$292K +1,950 +10%
PFS
794
Prospect Financial Services
New York
$3.08M +$3.08M +20,620 New
P
795
&Partners
Tennessee
$3.08M +$3.08M +21,340 New
AA
796
Advisory Alpha
Michigan
$3.08M -$780K -5,215 -20%
CCFM
797
Clear Creek Financial Management
Washington
$3.07M +$40.2K +270 +1%
COCM
798
Charter Oak Capital Management
New Hampshire
$3.07M -$65.5K -438 -2%
AB
799
Atlas Brown
Kentucky
$3.05M -$54.4K -364 -2%
ONSWM
800
Old North State Wealth Management
North Carolina
$3.05M +$49.8K +333 +2%
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32
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