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 %
IG
951
ING Group
Netherlands
$1.87M -$13.4M -89,881 -88%
CWMGP
952
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.87M -$16.6K -111 -0.9%
PL
953
Plancorp LLC
Missouri
$1.87M +$15.5K +104 +0.8%
NCM
954
Noesis Capital Mangement
Florida
$1.87M -$12K -80 -0.6%
PD
955
Planning Directions
Pennsylvania
$1.86M -$485K -3,247 -21%
ZB
956
Zions Bancorporation
Utah
$1.85M – – –
WF
957
WoodTrust Financial
Wisconsin
$1.85M +$16K +107 +0.9%
HA
958
Hanover Advisors
South Carolina
$1.85M +$1.85M +12,390 New
EFG
959
Ehrlich Financial Group
California
$1.84M +$1.84M +12,322 New
EWM
960
Evermay Wealth Management
Virginia
$1.83M -$8.97K -60 -0.5%
AR
961
Apeiron RIA
Texas
$1.82M +$22.4K +150 +1%
HGERS
962
Householder Group Estate & Retirement Specialist
Arizona
$1.82M +$87.1K +583 +5%
BCM
963
Becker Capital Management
Oregon
$1.81M +$240K +1,603 +15%
VFPW
964
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.81M +$1.81M +12,105 New
ADL
965
Asset Dedication LLC
California
$1.8M +$5.08K +34 +0.3%
AWA
966
Alta Wealth Advisors
Massachusetts
$1.79M -$239K -1,596 -12%
NLP
967
Next Level Private
New York
$1.78M -$34.5K -231 -2%
RFA
968
RTD Financial Advisors
Pennsylvania
$1.78M +$14.4K +96 +0.8%
Boston Partners
969
Boston Partners
Massachusetts
$1.76M +$1.35M +9,014 +323%
Jane Street
970
Jane Street
New York
$1.76M -$7.68M -51,373 -81%
NSAM
971
North Star Asset Management
Wisconsin
$1.76M – – –
PFP
972
Pinnacle Financial Partners
Tennessee
$1.76M +$77.6K +519 +5%
BHWM
973
Beaird Harris Wealth Management
Texas
$1.75M -$15.4K -103 -0.9%
LGWM
974
Litman Gregory Wealth Management
California
$1.75M +$9.57K +64 +0.5%
PCA
975
Pallas Capital Advisors
Massachusetts
$1.74M -$710K -4,748 -29%
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39
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