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 %
SWP
1326
Strategic Wealth Partners
Ohio
$679K +$53.1K +355 +8%
RWPA
1327
Richard W. Paul & Associates
Michigan
$677K -$77.6K -519 -10%
ACM
1328
Advance Capital Management
Michigan
$674K -$7.33K -49 -1%
SFS
1329
Summit Financial Strategies
Ohio
$672K -$72.1K -482 -10%
BFM
1330
Boston Financial Management
Massachusetts
$669K -$75.6K -506 -10%
OBWG
1331
Onyx Bridge Wealth Group
New York
$665K -$6.43K -43 -1%
AIA
1332
Ally Invest Advisors
North Carolina
$664K +$326K +2,180 +96%
SFO
1333
Stokes Family Office
Louisiana
$662K +$288K +1,929 +77%
PA
1334
Procyon Advisors
Connecticut
$662K -$112K -747 -14%
IWA
1335
Icon Wealth Advisors
Texas
$660K +$660K +4,418 New
SHFA
1336
SC&H Financial Advisors
Maryland
$657K +$2.99K +20 +0.5%
HIG
1337
Heritage Investment Group
Florida
$657K -$266K -1,780 -29%
RIA
1338
RPG Investment Advisory
California
$655K -$150 -1 -0%
ACM
1339
Allred Capital Management
Texas
$655K +$2.39K +16 +0.4%
NCM
1340
NCM Capital Management
New Jersey
$653K – – –
NW
1341
Naviter Wealth
Arkansas
$652K +$652K +4,359 New
PFGIA
1342
Patriot Financial Group Insurance Agency
Massachusetts
$648K +$6.13K +41 +1%
FG
1343
Fairman Group
Pennsylvania
$648K +$648K +4,334 New
TCWM
1344
Total Clarity Wealth Management
Illinois
$646K -$63.5K -425 -9%
SC
1345
Schoolcraft Capital
Colorado
$646K +$191K +1,278 +42%
MFS
1346
McNamara Financial Services
Massachusetts
$642K +$28K +187 +5%
GAA
1347
Guardian Asset Advisors
Pennsylvania
$641K +$641K +4,289 New
IFWM
1348
Institute for Wealth Management
Colorado
$640K -$19K -127 -3%
FPCG
1349
Fort Pitt Capital Group
Pennsylvania
$639K +$33.8K +226 +6%
FFA
1350
Founders Financial Alliance
North Carolina
$639K -$26.5K -177 -4%
52 53
54
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