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 %
MPW
1226
Monterey Private Wealth
California
$860K -$20.6K -138 -2%
WEG
1227
World Equity Group
Illinois
$859K +$4.78K +32 +0.6%
JFGIW
1228
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$859K +$105K +701 +14%
NB
1229
Northwest Bancshares
Pennsylvania
$858K – – –
PB
1230
Pinnacle Bancorp
Nebraska
$857K +$241K +1,609 +39%
SC
1231
Scotia Capital
Ontario, Canada
$857K -$460K -3,078 -35%
CGPCS
1232
Capital Group Private Client Services
California
$856K -$1.36M -9,085 -61%
AWM
1233
Atticus Wealth Management
Florida
$855K -$26.9K -180 -3%
SIC
1234
Salem Investment Counselors
North Carolina
$853K +$29.3K +196 +4%
CFS
1235
CGC Financial Services
Oregon
$851K – – –
PFM
1236
Peak Financial Management
Massachusetts
$850K +$274K +1,832 +48%
KFP
1237
Keener Financial Planning
Texas
$849K +$849K +5,681 New
IWA
1238
Inspirion Wealth Advisors
Illinois
$847K -$90.3K -600 -10%
WPW
1239
Watershed Private Wealth
Illinois
$846K – – –
IFAM
1240
Institutional & Family Asset Management
Colorado
$844K -$20.8K -139 -2%
CCG
1241
Chatham Capital Group
Georgia
$843K -$25.4K -170 -3%
HR
1242
Howe & Rusling
New York
$838K +$148K +992 +22%
AA
1243
Alesco Advisors
New York
$835K – – –
CCA
1244
Cobblestone Capital Advisors
New York
$833K -$17.9K -120 -2%
SCM
1245
Spreng Capital Management
Ohio
$833K +$316K +2,117 +61%
TFM
1246
TFC Financial Management
Massachusetts
$828K +$748 +5 +0.1%
JSL
1247
JT Stratford LLC
Georgia
$824K -$6.73K -45 -0.8%
PPA
1248
Painted Porch Advisors
California
$823K +$823K +5,508 New
GAG
1249
GM Advisory Group
New York
$823K +$897 +6 +0.1%
FFM
1250
Forum Financial Management
Illinois
$822K +$5.38K +36 +0.7%
48 49
50
51 52