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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 %
XF
851
XML Financial
Maryland
$2.56M +$552K +3,691 +27%
AGC
852
Aspen Grove Capital
Colorado
$2.56M +$145K +974 +6%
SEP
853
Southland Equity Partners
Missouri
$2.54M +$122K +813 +5%
PWS
854
Peterson Wealth Services
Utah
$2.54M +$2.54M +16,987 New
MECA
855
Miller Equity Capital Advisors
Texas
$2.53M – – –
BFG
856
Berger Financial Group
Minnesota
$2.5M +$350K +2,342 +16%
SPW
857
Sonoma Private Wealth
California
$2.5M +$136K +911 +6%
PWP
858
Principle Wealth Partners
Connecticut
$2.5M +$107K +713 +4%
MAA
859
Mraz Amerine & Associates
California
$2.5M -$512K -3,424 -17%
TAM
860
Tocqueville Asset Management
New York
$2.49M +$598 +4 +0%
GT
861
Glenview Trust
Kentucky
$2.49M -$68.9K -461 -3%
EAM
862
Evanson Asset Management
California
$2.48M +$13.9K +93 +0.6%
MCM
863
MV Capital Management
Maryland
$2.47M -$54.6K -365 -2%
HPFG
864
Hart & Patterson Financial Group
Massachusetts
$2.47M +$2.47M +16,524 New
HWMG
865
Hurlow Wealth Management Group
Indiana
$2.47M -$110K -738 -4%
MW
866
Maia Wealth
Colorado
$2.47M +$2.47M +16,499 New
WTFG
867
Wells Trecaso Financial Group
Ohio
$2.45M -$6.43K -43 -0.3%
CSB
868
City State Bank
Iowa
$2.45M -$17.9K -120 -0.7%
SMC
869
Smith, Moore & Co
Missouri
$2.45M -$254K -1,701 -9%
STCOSD
870
Sageworth Trust Company of South Dakota
South Dakota
$2.44M – – –
ML
871
McAdam LLC
Pennsylvania
$2.42M +$88.7K +593 +4%
OCM
872
Orser Capital Management
Texas
$2.4M -$124K -832 -5%
GFG
873
Greystone Financial Group
Michigan
$2.4M -$85.8K -574 -3%
MCA
874
MSH Capital Advisors
Arizona
$2.4M -$185K -1,237 -7%
MWA
875
Moser Wealth Advisors
Washington
$2.4M -$21.5K -144 -0.9%
33 34
35
36 37