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 %
KWS
1076
Keystone Wealth Services
California
$1.29M -$237K -1,582 -15%
CAG
1077
Crestwood Advisors Group
Massachusetts
$1.29M +$1.29M +8,646 New
SIAS
1078
Summit Investment Advisory Services
Minnesota
$1.29M -$72.2K -483 -5%
WAM
1079
WNY Asset Management
New York
$1.28M -$458K -3,065 -26%
FWCM
1080
Ferguson Wellman Capital Management
Oregon
$1.28M +$463K +3,098 +57%
BCMLT
1081
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.28M -$298K -2,159 -19%
AIA
1082
Alera Investment Advisors
Illinois
$1.27M – – –
PWM
1083
PBMares Wealth Management
Virginia
$1.27M +$6.28K +42 +0.5%
WP
1084
WealthSource Partners
California
$1.26M -$6.88K -46 -0.5%
RFP
1085
RCS Financial Planning
Maryland
$1.25M -$13.5K -90 -1%
ACM
1086
Alamar Capital Management
California
$1.25M -$89.4K -598 -7%
EFG
1087
Embree Financial Group
Illinois
$1.24M +$1.24M +8,317 New
THWM
1088
Taylor Hoffman Wealth Management
Virginia
$1.23M -$1.5K -10 -0.1%
AT
1089
American Trust
Kentucky
$1.23M +$183K +1,226 +18%
Kovitz Investment Group Partners
1090
Kovitz Investment Group Partners
Illinois
$1.23M -$297K -1,990 -20%
RCI
1091
RS Crum Inc
California
$1.22M -$311K -2,080 -20%
TH
1092
Team Hewins
California
$1.22M +$1.22M +8,158 New
PTP
1093
Platform Technology Partners
New York
$1.22M +$7.51K +49 +0.6%
HPM
1094
Hoxton Planning & Management
West Virginia
$1.22M -$100K -671 -8%
MWAM
1095
Manhattan West Asset Management
California
$1.21M -$375K -2,510 -24%
LNWWM
1096
Laird Norton Wetherby Wealth Management
California
$1.21M -$15.5K -104 -1%
NCM
1097
Northwest Capital Management
Oregon
$1.21M – – –
D
1098
Diversified
Delaware
$1.2M +$66.5K +445 +6%
FB
1099
First Bancorp
Maine
$1.2M -$240K -1,603 -17%
PCG
1100
Prosperity Consulting Group
Maryland
$1.19M +$7.18K +48 +0.6%
42 43
44
45 46