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 %
V
1201
VeraBank
Texas
$896K -$2.54K -17 -0.3%
HW
1202
Hancock Whitney
Mississippi
$895K +$262K +1,754 +41%
RFN
1203
Redwood Financial Network
Ohio
$894K +$38.7K +259 +5%
UFAC
1204
Urban Financial Advisory Corp
Illinois
$894K +$894K +5,977 New
PCS
1205
Private Client Services
Kentucky
$891K +$891K +5,962 New
VAM
1206
Verity Asset Management
North Carolina
$890K -$220K -1,472 -20%
WCFA
1207
Walkner Condon Financial Advisors
Wisconsin
$888K +$138K +924 +18%
NFSG
1208
Newbridge Financial Services Group
Florida
$887K +$299K +1,999 +51%
ACM
1209
Armbruster Capital Management
New York
$886K – – –
EAMA
1210
EFG Asset Management (Americas)
Florida
$886K – – –
LG
1211
LAM Group
Oregon
$884K +$5.23K +35 +0.6%
FP
1212
Financial Perspectives
Minnesota
$884K +$129K +866 +17%
FNWM
1213
Financial Network Wealth Management
Utah
$881K +$164K +1,099 +23%
FOA
1214
Five Oceans Advisors
California
$881K -$10.3K -69 -1%
FM
1215
Foster & Motley
Ohio
$875K +$6.13K +41 +0.7%
GAM
1216
Gould Asset Management
California
$874K +$3.59K +24 +0.4%
VF
1217
Vawter Financial
Ohio
$872K +$47.2K +316 +6%
TI
1218
Truepoint Inc
Ohio
$871K -$221K -1,477 -20%
BIP
1219
Brandes Investment Partners
California
$866K +$866K +5,792 New
AFM
1220
Abbot Financial Management
Massachusetts
$866K -$38.7K -259 -4%
PC
1221
Pecaut & Co
Iowa
$865K +$47.2K +316 +6%
BAM
1222
Brave Asset Management
New Jersey
$864K +$1.94K +13 +0.2%
MGW
1223
MB Generational Wealth
Washington
$864K +$864K +5,781 New
SAM
1224
SignalPoint Asset Management
Missouri
$863K +$51.8K +347 +6%
UI
1225
Unconventional Investor
New Hampshire
$861K +$28.4K +190 +3%
47 48
49
50 51