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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 %
GGS
1126
Galvin Gaustad & Stein
Arizona
$1.09M -$19.1K -128 -2%
EWM
1127
Evercore Wealth Management
New York
$1.09M -$494K -3,305 -31%
OHWA
1128
Oak Hill Wealth Advisors
Virginia
$1.08M +$30.3K +203 +3%
TFG
1129
Taylor Financial Group
Virginia
$1.08M +$1.08M +7,235 New
MSAM
1130
Moloney Securities Asset Management
Missouri
$1.08M +$64.7K +433 +6%
RWM
1131
Ritholtz Wealth Management
New York
$1.08M +$17.5K +117 +2%
CastleKeep Investment Advisors
1132
CastleKeep Investment Advisors
Connecticut
$1.08M +$1.08M +7,209 New
WFM
1133
Wolff Financial Management
Michigan
$1.06M +$7.17K +48 +0.7%
EP
1134
Edgestream Partners
New Jersey
$1.05M +$226K +1,512 +27%
KA
1135
Kure Advisory
Minnesota
$1.05M +$1.05M +7,025 New
CM
1136
Columbus Macro
Pennsylvania
$1.05M – – –
TVAMP
1137
Tennessee Valley Asset Management Partners
Tennessee
$1.04M +$522K +3,494 +101%
BA
1138
Bristlecone Advisors
Washington
$1.04M -$129K -866 -11%
MCCP
1139
Mission Creek Capital Partners
California
$1.04M -$1.65K -11 -0.2%
GC
1140
Guidance Capital
Kentucky
$1.04M +$65.7K +437 +7%
MAS
1141
Meeder Advisory Services
Ohio
$1.04M +$164K +1,100 +19%
CCA
1142
Checchi Capital Advisers
California
$1.03M -$4.11M -27,482 -80%
GCA
1143
Gradient Capital Advisors
California
$1.03M – – –
CWM
1144
Certus Wealth Management
California
$1.02M – – –
RIS
1145
Retirement Income Solutions
Michigan
$1.02M -$23.3K -156 -2%
CWC
1146
Carolinas Wealth Consulting
North Carolina
$1.02M +$6.13K +41 +0.6%
KCPG
1147
Kavar Capital Partners Group
Kansas
$1.02M +$503K +3,363 +98%
CPWM
1148
Cypress Point Wealth Management
Texas
$1.01M – – –
GC
1149
Grimes & Company
Massachusetts
$1.01M -$195K -1,303 -16%
CAM
1150
Cozad Asset Management
Illinois
$1.01M -$274K -1,831 -21%
44 45
46
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