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 %
LA
1101
Lane & Associates
New Jersey
$1.19M -$70.6K -472 -6%
CIA
1102
Capital Investment Advisors
Georgia
$1.19M +$35K +234 +3%
HI
1103
Horizon Investments
North Carolina
$1.18M -$307K -2,055 -21%
IFPL
1104
Investments & Financial Planning LLC
Kentucky
$1.18M -$309K -2,068 -21%
FCA
1105
FinTrust Capital Advisors
South Carolina
$1.18M -$3.14K -21 -0.3%
WA
1106
Wealth Alliance
New York
$1.17M +$39.9K +267 +4%
NEPWA
1107
New England Private Wealth Advisors
Massachusetts
$1.17M +$37.7K +252 +3%
GAM
1108
Grandview Asset Management
Pennsylvania
$1.16M +$77.2K +516 +7%
RGC
1109
Roberts, Glore & Co
Illinois
$1.15M -$47.1K -315 -4%
AFG
1110
Atomi Financial Group
New York
$1.15M +$933K +6,242 +426%
KP
1111
Keel Point
Alabama
$1.15M -$316K -2,112 -22%
Fisher Asset Management
1112
Fisher Asset Management
Washington
$1.15M +$173K +1,159 +18%
LFA
1113
Longview Financial Advisors
Alabama
$1.14M +$1.14M +7,634 New
KFI
1114
Key Financial Inc
Pennsylvania
$1.14M +$29.5K +197 +3%
OFS
1115
OneAscent Financial Services
Alabama
$1.14M +$61.1K +409 +6%
CRC
1116
Curi RMB Capital
Illinois
$1.12M -$16.9K -113 -1%
KFS
1117
Kelly Financial Services
Massachusetts
$1.12M -$69.1K -462 -6%
RPG
1118
Resource Planning Group
Georgia
$1.12M -$379K -2,538 -25%
AG
1119
Advocate Group
Minnesota
$1.12M – – –
MWM
1120
Merriman Wealth Management
Washington
$1.12M -$427K -2,859 -28%
DJSG
1121
D.J. St. Germain
Massachusetts
$1.11M +$107K +716 +11%
GG
1122
GenWealth Group
New Jersey
$1.1M +$104K +694 +10%
GA
1123
GSG Advisors
New Jersey
$1.1M +$645K +4,316 +141%
JIP
1124
Jaffetilchin Investment Partners
Florida
$1.1M +$15.4K +103 +1%
SPI
1125
Sutton Place Investors
New York
$1.09M -$89.6K -599 -8%
43 44
45
46 47