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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 %
SWM
826
SigFig Wealth Management
California
$2.76M +$1.11M +7,416 +67%
FNC
827
First National Corp
Massachusetts
$2.75M +$1.62M +10,851 +144%
WB
828
West Bancorporation
Iowa
$2.74M -$409K -2,735 -13%
CA
829
Cornerstone Advisory
Maryland
$2.73M +$321K +2,146 +13%
SMA
830
Sage Mountain Advisors
Georgia
$2.71M -$16.7K -112 -0.6%
LAM
831
LifePro Asset Management
California
$2.71M -$154K -1,030 -5%
AGP
832
Autumn Glory Partners
Texas
$2.71M – – –
WKWM
833
Walter & Keenan Wealth Management
Indiana
$2.7M +$9.57K +64 +0.4%
RIA
834
Regal Investment Advisors
Michigan
$2.7M +$488K +3,261 +22%
SHF
835
Stage Harbor Financial
Massachusetts
$2.7M +$2.7M +18,048 New
KDA
836
Kraft Davis & Associates
Missouri
$2.68M -$4.68M -30,995 -64%
EFL
837
ERn Financial LLC
Wisconsin
$2.68M +$114K +771 +4%
CIC
838
Carnegie Investment Counsel
Ohio
$2.67M +$8.22K +55 +0.3%
SF
839
Synovus Financial
Georgia
$2.66M -$966K -6,455 -27%
KCIC
840
Kuhn & Co Investment Counsel
Illinois
$2.64M +$2.64M +17,631 New
LWM
841
Liberty Wealth Management
California
$2.64M +$788K +8,633 +43%
GTAM
842
Global Trust Asset Management
Florida
$2.62M -$74.3K -497 -3%
NCM
843
Novare Capital Management
North Carolina
$2.61M – – –
MNG
844
Manning & Napier Group
New York
$2.61M – – –
MA
845
MONECO Advisors
Connecticut
$2.6M -$251K -1,679 -9%
RIM
846
Rockbridge Investment Management
New York
$2.59M -$3.44K -23 -0.1%
PWG
847
Private Wealth Group
Florida
$2.58M -$2.62M -17,494 -50%
CWM
848
Chemistry Wealth Management
New York
$2.58M -$15K -100 -0.6%
WWM
849
Western Wealth Management
Colorado
$2.57M +$471K +3,148 +22%
CWA
850
Continuum Wealth Advisors
New York
$2.56M -$602K -4,025 -19%
32 33
34
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