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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 %
PP
801
Prudential plc
United Kingdom
$3.04M -$12.1M -81,020 -80%
CAM
802
Carret Asset Management
New York
$3.03M +$120K +804 +4%
PF
803
Prosperitas Financial
California
$3.03M +$17.8K +119 +0.6%
FFN
804
Focus Financial Network
Minnesota
$3.03M +$617K +4,129 +26%
WIA
805
Wetzel Investment Advisors
Indiana
$3.02M +$3.02M +20,185 New
LA
806
LM Advisors
California
$3.01M +$3.01M +20,125 New
GWMIA
807
Global Wealth Management Investment Advisory
Florida
$2.99M -$161K -1,077 -5%
AL
808
ACAS LLC
California
$2.98M -$256K -1,712 -8%
NWM
809
Northwest Wealth Management
Iowa
$2.97M -$154K -1,028 -5%
FCB
810
First County Bank
Connecticut
$2.94M -$148K -990 -5%
SWM
811
Segment Wealth Management
Texas
$2.93M +$2.39K +16 +0.1%
MGWA
812
Monument Group Wealth Advisors
Massachusetts
$2.91M +$2.91M +19,482 New
MIA
813
Milestone Investment Advisors
Wisconsin
$2.89M +$286K +1,912 +11%
CAMG
814
CWA Asset Management Group
Florida
$2.89M -$52.5K -351 -2%
MI
815
Motiv8 Investments
Florida
$2.88M +$2.88M +19,278 New
IA
816
Insight Advisors
Pennsylvania
$2.87M -$10.3K -69 -0.4%
CBA
817
Coastal Bridge Advisors
Connecticut
$2.86M +$129K +863 +5%
Deutsche Bank
818
Deutsche Bank
Germany
$2.85M -$2.95M -19,739 -51%
MA
819
MCF Advisors
Kentucky
$2.82M -$16.7K -112 -0.6%
SFP
820
Strategic Financial Partners
Oregon
$2.81M +$1.2K +8 +0%
CP
821
Coho Partners
Pennsylvania
$2.81M +$2.81M +18,763 New
WA
822
Waddell & Associates
Tennessee
$2.79M -$39.6K -265 -1%
ONB
823
Old National Bancorp
Indiana
$2.79M -$25.9K -173 -0.9%
SSWM
824
Sheets Smith Wealth Management
North Carolina
$2.79M – – –
AWA
825
Amplius Wealth Advisors
Pennsylvania
$2.78M -$209K -1,401 -7%
31 32
33
34 35