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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 %
CPSC
1401
Carl P. Sherr & Co
Massachusetts
$559K -$4.93K -33 -0.9%
TB
1402
Treynor Bancshares
Iowa
$559K +$748 +5 +0.1%
MIC
1403
Means Investment Company
Maine
$555K -$22.7K -152 -4%
FWP
1404
FAS Wealth Partners
Kansas
$553K +$50.5K +338 +10%
WJWM
1405
Williams Jones Wealth Management
New York
$552K -$22.1K -148 -4%
FFO
1406
Fiduciary Family Office
Florida
$551K +$551K +3,684 New
HCM
1407
Hall Capital Management
Rhode Island
$550K +$11.4K +76 +2%
SSB
1408
Sandy Spring Bank
Maryland
$550K -$39.8K -266 -7%
RDWM
1409
Red Door Wealth Management
Tennessee
$549K – – –
LWP
1410
LMG Wealth Partners
Louisiana
$549K +$13.6K +91 +3%
BFG
1411
Bouchey Financial Group
New York
$547K -$5.23K -35 -0.9%
LWM
1412
Luminvest Wealth Management
Arizona
$547K +$547K +3,145 New
GEA
1413
Glen Eagle Advisors
New Jersey
$546K +$19.9K +133 +4%
HH
1414
Hilltop Holdings
Texas
$545K -$60.5K -405 -10%
FPCP
1415
Fort Point Capital Partners
California
$543K +$543K +3,635 New
LWA
1416
LWS Wealth Advisors
New Jersey
$543K -$1.8K -12 -0.3%
AFA
1417
Arlington Financial Advisors
California
$542K +$542K +3,627 New
VFG
1418
Valley Financial Group
Pennsylvania
$542K +$542K +3,626 New
TFO
1419
Tarbox Family Office
California
$542K -$16.7K -112 -3%
BWA
1420
Beam Wealth Advisors
Louisiana
$541K -$36.5K -244 -6%
SIC
1421
SJS Investment Consulting
Ohio
$538K -$25.9K -173 -5%
GI
1422
Gradient Investments
Minnesota
$538K +$38.3K +256 +8%
SRWM
1423
Shira Ridge Wealth Management
California
$535K -$1.94K -13 -0.4%
PS
1424
Planned Solutions
California
$533K – – –
IW
1425
Imprint Wealth
South Carolina
$531K -$6.13K -41 -1%
55 56
57
58 59