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 %
AL
901
ADE LLC
Maryland
$2.2M -$38.3K -256 -2%
KWM
902
Keebeck Wealth Management
Illinois
$2.2M -$4.45M -29,784 -67%
PHWM
903
Pine Harbor Wealth Management
Maryland
$2.19M +$2.19M +14,647 New
GHA
904
Granite Harbor Advisors
Texas
$2.19M -$6.43K -43 -0.3%
PCM
905
Parsons Capital Management
Rhode Island
$2.18M +$121K +811 +6%
MWM
906
Maripau Wealth Management
Indiana
$2.16M -$6.13K -41 -0.3%
BWM
907
BKM Wealth Management
Wisconsin
$2.16M +$2.16M +14,429 New
WFA
908
Wells Financial Advisors
Massachusetts
$2.16M -$67.6K -452 -3%
PFG
909
Pacific Financial Group
Washington
$2.15M +$34.5K +231 +2%
GT
910
Greenleaf Trust
Michigan
$2.14M -$656K -4,386 -23%
TWM
911
Tradition Wealth Management
Minnesota
$2.14M +$10.8K +72 +0.5%
MIFH
912
Migdal Insurance & Financial Holdings
Israel
$2.13M -$25.4K -170 -1%
HSA
913
HBK Sorce Advisory
Pennsylvania
$2.13M +$1.08M +7,214 +103%
LHWM
914
Lake Hills Wealth Management
Texas
$2.13M -$25K -167 -1%
OHIS
915
Oak Harvest Investment Services
Texas
$2.12M +$498K +3,331 +31%
NAMP
916
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.12M +$146K +975 +7%
CWP
917
Corepath Wealth Partners
Arizona
$2.12M -$4.94K -33 -0.2%
FWM
918
Fonville Wealth Management
Virginia
$2.12M +$2.12M +14,147 New
CIAS
919
Capital Investment Advisory Services
North Carolina
$2.11M +$126K +840 +6%
Vontobel Holding
920
Vontobel Holding
Switzerland
$2.1M +$742K +4,960 +55%
ATPW
921
Ashton Thomas Private Wealth
Arizona
$2.08M +$34.2K +229 +2%
HIIFS
922
Harel Insurance Investments & Financial Services
Israel
$2.07M -$2.07M -13,875 -50%
TFS
923
Thoroughbred Financial Services
Tennessee
$2.07M +$18.8K +126 +0.9%
MG
924
MilWealth Group
Wisconsin
$2.07M -$50.7K -339 -2%
SWA
925
SOA Wealth Advisors
New York
$2.07M +$13K +87 +0.6%
35 36
37
38 39