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 %
TW
1351
TrinityPoint Wealth
Connecticut
$638K +$382K +2,554 +149%
LA
1352
Latitude Advisors
Florida
$636K +$10K +67 +2%
DA
1353
Detalus Advisors
Missouri
$631K -$8.82K -59 -1%
ANTB
1354
AMG National Trust Bank
Colorado
$631K +$1.94K +13 +0.3%
BWA
1355
BlueSky Wealth Advisors
North Carolina
$628K -$29.5K -197 -4%
BLC
1356
Brown, Lisle/Cummings
Rhode Island
$627K +$2.99K +20 +0.5%
AFO
1357
Arrowroot Family Office
California
$626K +$12.3K +82 +2%
LPP
1358
Life Planning Partners
Florida
$625K +$625K +4,183 New
KSWA
1359
Kathleen S. Wright Associates
Pennsylvania
$625K -$58.3K -390 -9%
FCT
1360
First Community Trust
Iowa
$625K -$417K -2,790 -40%
ARC
1361
Advisor Resource Council
Texas
$624K +$624K +4,171 New
BEAM
1362
Baker Ellis Asset Management
Washington
$619K – – –
BBHC
1363
Brown Brothers Harriman & Co
New York
$617K +$74.6K +499 +14%
FGAM
1364
Financial Gravity Asset Management
Texas
$616K +$613K +3,581 +19,894%
AACR
1365
ACR Alpine Capital Research
Missouri
$615K +$2.99K +20 +0.5%
LK
1366
Lumbard & Kellner
New Hampshire
$614K – – –
CCP
1367
Clarity Capital Partners
California
$613K +$613K +4,103 New
EPWM
1368
Essex Private Wealth Management
Massachusetts
$612K – – –
IF
1369
Ironwood Financial
Arizona
$609K +$93.6K +626 +18%
SNBOSD
1370
Security National Bank of So Dak
Iowa
$608K -$129K -860 -17%
TFG
1371
Tilson Financial Group
New Jersey
$606K -$158K -1,058 -21%
ITIM
1372
Indiana Trust & Investment Management
Indiana
$606K +$26.9K +180 +5%
ACA
1373
Aptus Capital Advisors
Alabama
$604K -$213K -1,428 -26%
JIC
1374
Joel Isaacson & Co
New York
$602K -$5.38K -36 -0.9%
FNBT
1375
FineMark National Bank & Trust
Florida
$599K -$26.5K -177 -4%
53 54
55
56 57