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 %
KLI
1051
Kelman-Lazarov Inc
Tennessee
$1.4M -$75.6K -506 -5%
BC
1052
Bowman & Company
Wisconsin
$1.4M -$187K -1,252 -12%
SWM
1053
Sanctuary Wealth Management
Idaho
$1.4M +$65K +435 +5%
OWMIAS
1054
One Wealth Management Investment & Advisory Services
Florida
$1.39M +$1.39M +9,290 New
OCFG
1055
O'Connor Financial Group
Illinois
$1.39M +$1.05K +7 +0.1%
Citadel Advisors
1056
Citadel Advisors
Florida
$1.38M -$2.51M -16,758 -64%
PIMG
1057
Patriot Investment Management Group
Tennessee
$1.38M -$101K -677 -7%
BWP
1058
Bernardo Wealth Planning
Pennsylvania
$1.38M +$202K +1,351 +17%
CHA
1059
Carmichael Hill & Associates
Maryland
$1.38M +$102K +685 +8%
HTC
1060
Haverford Trust Company
Pennsylvania
$1.37M +$230K +1,541 +20%
Simplex Trading
1061
Simplex Trading
Illinois
$1.37M +$1.37M +9,147 New
FAG
1062
Fortitude Advisory Group
Washington
$1.36M -$68K -455 -5%
MGWM
1063
Marks Group Wealth Management
Minnesota
$1.36M -$701K -4,690 -34%
RMA
1064
Roffman Miller Associates
Pennsylvania
$1.34M +$12K +80 +0.9%
ODIJL
1065
One Day In July LLC
Vermont
$1.34M +$96K +642 +8%
SPIO
1066
Seven Post Investment Office
California
$1.34M – – –
LFG
1067
Larson Financial Group
Missouri
$1.33M -$104K -693 -7%
WA1
1068
Wimmer Associates 1
California
$1.33M -$5.83K -39 -0.4%
ESB
1069
Essex Savings Bank
Connecticut
$1.33M +$546K +3,653 +70%
PFG
1070
PAX Financial Group
Texas
$1.33M -$10.7K -70 -0.8%
DFCM
1071
Dark Forest Capital Management
Puerto Rico
$1.32M +$920K +6,153 +232%
HCM
1072
Howland Capital Management
Massachusetts
$1.31M – – –
CFS
1073
CRA Financial Services
New Jersey
$1.31M +$3.14K +21 +0.2%
TC
1074
TAP Consulting
Missouri
$1.31M +$112K +747 +9%
NDSI
1075
Newman Dignan & Sheerar Inc
Rhode Island
$1.3M -$419K -2,800 -24%
41 42
43
44 45