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 %
WCG
1301
Weaver Consulting Group
California
$724K +$9.12K +61 +1%
WMR
1302
Wealth Management Resources
Rhode Island
$723K +$205K +1,369 +39%
SWP
1303
Summit Wealth Partners
Florida
$723K +$45.2K +302 +7%
ZIM
1304
Zacks Investment Management
Illinois
$721K +$20K +134 +3%
KBFS
1305
Kohmann Bosshard Financial Services
Ohio
$720K – – –
FIS
1306
Fischer Investment Strategies
California
$720K -$8.82M -58,992 -92%
FSA
1307
Fort Sheridan Advisors
Illinois
$718K +$16K +107 +2%
RCM
1308
Raleigh Capital Management
North Carolina
$717K -$46.2K -309 -6%
PWG
1309
Portside Wealth Group
Utah
$714K +$450K +3,013 +171%
CC
1310
Callan Capital
California
$713K +$86.6K +579 +14%
HA
1311
HC Advisors
Georgia
$708K – – –
TAM
1312
Townsend Asset Management
North Carolina
$708K +$8.97K +60 +1%
CCA
1313
Conservest Capital Advisors
Pennsylvania
$706K +$23.3K +156 +3%
T
1314
TNF
Montana
$704K +$704K +4,645 New
AWA
1315
Archvest Wealth Advisors
California
$703K -$150K -1,003 -18%
TIM
1316
Total Investment Management
Arizona
$703K +$3.29K +22 +0.5%
FA
1317
FC Advisory
Pennsylvania
$703K -$5.98K -40 -0.8%
PCP
1318
Proficio Capital Partners
Massachusetts
$701K -$3.66M -24,465 -84%
AMM
1319
American Money Management
California
$700K +$18.4K +123 +3%
RLWM
1320
RF&L Wealth Management
Massachusetts
$698K +$5.23K +35 +0.8%
WMWM
1321
Whitaker-Myers Wealth Managers
Ohio
$696K -$668K -4,471 -49%
BFIM
1322
Beese Fulmer Investment Management
Ohio
$686K +$16.7K +112 +3%
EA
1323
Everpar Advisors
Oklahoma
$684K +$684K +4,578 New
IAG
1324
Investmark Advisory Group
Connecticut
$682K +$2.69K +18 +0.4%
BBNA
1325
Bremer Bank National Association
Minnesota
$681K +$50.4K +337 +8%
51 52
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