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 %
FT
1251
Fiduciary Trust
Massachusetts
$821K -$57.6K -385 -7%
AWA
1252
Alaska Wealth Advisors
Alaska
$821K -$22.4K -150 -3%
HIS
1253
Horizon Investment Services
Indiana
$821K -$53.4K -357 -6%
TCBWMS
1254
Texas Capital Bank Wealth Management Services
Texas
$819K -$39K -261 -5%
WA
1255
Wealthstream Advisors
New York
$818K +$1.94K +13 +0.2%
FA
1256
FSA Advisors
Michigan
$817K +$817K +5,468 New
TRIA
1257
Trail Ridge Investment Advisors
Colorado
$816K -$1.79K -12 -0.2%
SOAG
1258
Silver Oak Advisory Group
Oregon
$815K +$598 +4 +0.1%
BW
1259
Bison Wealth
Georgia
$815K +$3.29K +22 +0.4%
CIA
1260
Choate Investment Advisors
Massachusetts
$810K – – –
HFM
1261
Hartford Funds Management
Pennsylvania
$806K +$806K +5,389 New
CI
1262
Cambiar Investors
Colorado
$806K +$806K +5,388 New
PP
1263
Patron Partners
Texas
$805K +$453K +3,033 +129%
LIA
1264
LifePlan Investment Advisors
North Carolina
$803K +$459K +3,073 +134%
CJ
1265
Caitlin John
Michigan
$793K +$793K +5,305 New
CFO
1266
CVA Family Office
Colorado
$789K +$789K +5,279 New
ATI
1267
ARK & TLK Investments
Oklahoma
$789K +$789K +5,278 New
CMAI
1268
Capital Management Associates Inc
Minnesota
$787K +$787K +5,266 New
TC
1269
Trilogy Capital
California
$786K -$81.3K -544 -9%
CMBA
1270
C.M. Bidwell & Associates
Hawaii
$784K – – –
HHGA
1271
Halbert Hargrove Global Advisors
California
$780K – – –
BFC
1272
Bedel Financial Consulting
Indiana
$779K +$1.65K +11 +0.2%
JJBC
1273
James J. Burns & Company
New York
$779K -$43.7K -292 -5%
AC
1274
AlphaCore Capital
California
$778K +$737K +4,929 +1,805%
CFS
1275
Cannon Financial Strategists
Georgia
$772K +$73.1K +489 +10%
49 50
51
52 53