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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 %
KAM
1026
KEB Asset Management
Illinois
$1.51M – – –
RWA
1027
Redhawk Wealth Advisors
Minnesota
$1.5M -$49.5K -331 -3%
GWM
1028
Geneos Wealth Management
Colorado
$1.49M -$356K -2,380 -19%
AWM
1029
Accurate Wealth Management
Florida
$1.49M -$276K -1,845 -16%
RFN
1030
RDA Financial Network
Iowa
$1.49M +$9.27K +62 +0.6%
AIA
1031
Arbor Investment Advisors
North Carolina
$1.49M +$71.2K +476 +5%
VA
1032
Vident Advisory
Georgia
$1.49M -$1.3M -8,702 -47%
AWM
1033
Axxcess Wealth Management
California
$1.48M -$1M -6,715 -40%
SWM
1034
SeaCrest Wealth Management
New York
$1.48M -$1.09M -7,283 -42%
FA
1035
Forefront Analytics
Pennsylvania
$1.47M -$233K -1,561 -14%
PP
1036
PDS Planning
Ohio
$1.47M -$21.5K -144 -1%
CAS
1037
Coppell Advisory Solutions
Texas
$1.47M -$482K -3,222 -25%
BPFA
1038
Barnes Pettey Financial Advisors
Mississippi
$1.46M -$293K -1,958 -17%
PWA
1039
Peterson Wealth Advisors
Utah
$1.46M +$9.87K +66 +0.7%
AIFAIM
1040
American Institute for Advanced Investment Management
Arizona
$1.46M -$82.1K -549 -5%
IAN
1041
Integrated Advisors Network
Texas
$1.46M -$74.6K -499 -5%
GIA
1042
GHP Investment Advisors
Colorado
$1.46M +$317K +2,121 +28%
VCP
1043
Verus Capital Partners
Arizona
$1.45M -$30.5K -204 -2%
BWA
1044
Blodgett Wealth Advisors
California
$1.44M -$594K -3,975 -29%
PI
1045
PFG Investments
New York
$1.43M -$13K -87 -0.9%
FTUS
1046
Flow Traders U.S.
New York
$1.43M -$1.54M -10,306 -52%
PPWM
1047
Paragon Private Wealth Management
Kentucky
$1.43M +$185K +1,235 +15%
IFA
1048
Index Fund Advisors
California
$1.42M -$77.3K -517 -5%
BAM
1049
BOS Asset Management
Illinois
$1.42M +$129K +862 +10%
FLPIM
1050
F.L. Putnam Investment Management
Massachusetts
$1.41M -$11.7K -78 -0.8%
40 41
42
43 44