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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 %
SCM
976
Stonehearth Capital Management
Massachusetts
$1.74M -$56.8K -380 -3%
RPGK
977
Retirement Planning Group (Kansas)
Kansas
$1.73M +$1.73M +11,602 New
MCWS
978
McKinley Carter Wealth Services
West Virginia
$1.73M -$186K -1,245 -10%
PTC
979
Private Trust Company
Ohio
$1.73M +$285K +1,905 +20%
LSA
980
Lion Street Advisors
Texas
$1.73M +$12.7K +85 +0.7%
AIM
981
Anchor Investment Management
South Carolina
$1.72M +$309K +2,067 +22%
FWM
982
Forza Wealth Management
Florida
$1.72M -$55.3K -370 -3%
TCOTS
983
Trust Company of the South
North Carolina
$1.71M +$1.71M +11,454 New
IAIM
984
International Assets Investment Management
Florida
$1.68M +$1.68M +11,207 New
CAWM
985
Capital Advisors Wealth Management
Washington
$1.67M -$53.8K -360 -3%
NIM
986
Northeast Investment Management
Massachusetts
$1.66M -$502K -3,358 -23%
SCA
987
Sandy Cove Advisors
Massachusetts
$1.66M +$80.1K +536 +5%
RF
988
Rollins Financial
Georgia
$1.66M -$4.78K -32 -0.3%
RFA
989
Rollins Financial Advisors
New York
$1.66M +$1.66M +11,109 New
BAM
990
Belpointe Asset Management
Nevada
$1.65M -$565K -3,778 -25%
PGFC
991
Peapack-Gladstone Financial Corp
New Jersey
$1.64M -$179K -1,199 -10%
CFFP
992
Center for Financial Planning
Michigan
$1.64M -$8.07K -54 -0.5%
MLA
993
My Legacy Advisors
Oregon
$1.63M -$5.68K -38 -0.3%
BP
994
Broadleaf Partners
Ohio
$1.61M -$4.19K -28 -0.3%
GWSG
995
GPS Wealth Strategies Group
Colorado
$1.61M +$61.9K +414 +4%
VFIC
996
Valley Forge Investment Consultants
Pennsylvania
$1.6M +$10.8K +72 +0.7%
LRIA
997
Leonard Rickey Investment Advisors
Washington
$1.6M -$6.88K -46 -0.4%
PCH
998
PGIM Custom Harvest
New Jersey
$1.6M -$386K -2,585 -19%
ODG
999
O'Dell Group
Ohio
$1.6M +$625K +4,182 +64%
PO
1000
Private Ocean
California
$1.6M -$748K -5,000 -32%
38 39
40
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