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 %
NSIM
1001
North Star Investment Management
Illinois
$1.59M -$204K -1,367 -11%
EFA
1002
Evernest Financial Advisors
Indiana
$1.58M +$1.58M +10,595 New
MCC
1003
Money Concepts Capital
Florida
$1.58M +$65.2K +436 +4%
Schroder Investment Management Group
1004
Schroder Investment Management Group
United Kingdom
$1.58M +$76.8K +514 +5%
SFG
1005
StrategIQ Financial Group
Indiana
$1.58M -$79.8K -534 -5%
RW
1006
Rede Wealth
Virginia
$1.57M -$1.97M -13,195 -56%
MFA
1007
McClarren Financial Advisors
Pennsylvania
$1.56M +$6.73K +45 +0.4%
MC
1008
Moors & Cabot
Massachusetts
$1.56M -$98.1K -656 -6%
BPWM
1009
Badgley Phelps Wealth Managers
Washington
$1.55M +$645K +4,313 +71%
UAG
1010
United Advisor Group
Ohio
$1.55M +$1.55M +10,353 New
AWM
1011
Aries Wealth Management
Maine
$1.54M +$601K +4,020 +64%
NF
1012
Norwood Financial
Pennsylvania
$1.54M -$6.73K -45 -0.4%
RRA
1013
Round Rock Advisors
Connecticut
$1.54M +$448 +3 +0%
TC
1014
TAGStone Capital
North Carolina
$1.54M +$219K +1,467 +17%
JHCP
1015
Jackson Hole Capital Partners
Oklahoma
$1.53M – – –
ST
1016
Smithfield Trust
Pennsylvania
$1.53M +$65.1K +437 +4%
LIM
1017
Leavell Investment Management
Alabama
$1.53M -$91.9K -615 -6%
MWS
1018
Maxwell Wealth Strategies
California
$1.53M +$1.53M +10,215 New
AIA
1019
AIMZ Investment Advisors
California
$1.53M +$13.2K +88 +0.9%
AF
1020
Apexium Financial
Texas
$1.52M +$20.3K +136 +1%
VT
1021
Vise Technologies
New York
$1.52M +$1.19M +7,960 +359%
SW
1022
SVB Wealth
Massachusetts
$1.52M +$314K +2,103 +26%
NRWA
1023
North Ridge Wealth Advisors
Oregon
$1.51M – – –
EWM
1024
Executive Wealth Management
Michigan
$1.51M -$39.8K -266 -3%
NPT
1025
Nixon Peabody Trust
Massachusetts
$1.51M +$270K +1,806 +22%
39 40
41
42 43