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 %
WA
1276
WP Advisors
California
$770K +$14.4K +96 +2%
CCG
1277
Catalina Capital Group
California
$767K +$767K +5,132 New
SWM
1278
Sugarloaf Wealth Management
Georgia
$767K +$694K +4,641 +945%
PFG
1279
Pinnacle Financial Group
Illinois
$766K +$12.4K +83 +2%
CAG
1280
Curtis Advisory Group
California
$764K +$77.6K +519 +11%
LW
1281
Linscomb Wealth
Texas
$762K -$5.38K -36 -0.7%
TCOV
1282
Trust Company of Vermont
Vermont
$759K +$5.23K +35 +0.7%
TWA
1283
Talisman Wealth Advisors
New Jersey
$755K +$10.5K +70 +1%
AW
1284
Apricus Wealth
South Carolina
$754K +$4.93K +33 +0.7%
GC
1285
Gilbert & Cook
Iowa
$753K -$5.53K -37 -0.7%
BMWM
1286
Brown Miller Wealth Management
Virginia
$750K – – –
MJRIC
1287
Mogy Joel R Investment Counsel
California
$750K -$15K -100 -2%
CIA
1288
Cohen Investment Advisors
New Hampshire
$748K +$4.04K +27 +0.5%
CCMG
1289
Clark Capital Management Group
Pennsylvania
$742K +$132K +885 +22%
SIMC
1290
Squire Investment Management Company
Utah
$739K +$739K +4,944 New
TWA
1291
TCI Wealth Advisors
Arizona
$738K -$34.4K -230 -4%
DWP
1292
Daymark Wealth Partners
Ohio
$738K +$32.6K +218 +5%
WA
1293
WESPAC Advisors
California
$735K -$257K -1,722 -26%
HL
1294
HeadInvest LLC
Maine
$734K +$3.29K +22 +0.5%
SIG
1295
Stonegate Investment Group
Alabama
$733K +$29.2K +195 +4%
DWS
1296
Discipline Wealth Solutions
South Carolina
$732K +$732K +4,806 New
BTWM
1297
Baker Tilly Wealth Management
Wisconsin
$731K +$731K +4,890 New
NAG
1298
Northstar Advisory Group
New Jersey
$730K +$4.78K +32 +0.7%
JGIA
1299
Jackson Grant Investment Advisers
Connecticut
$729K +$2.54K +17 +0.4%
AIC
1300
Archer Investment Corporation
Indiana
$728K +$10.5K +70 +1%
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