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 %
CWM
1451
Calamos Wealth Management
Illinois
$496K +$120K +800 +32%
CT
1452
Colonial Trust
South Carolina
$494K -$34.4K -230 -7%
PFA
1453
Petra Financial Advisors
Colorado
$492K -$68.3K -457 -12%
CWS
1454
Cypress Wealth Services
California
$492K – – –
RCP
1455
Rothschild Capital Partners
New York
$486K +$486K +3,253 New
AFO
1456
Allie Family Office
Florida
$486K – – –
TCM
1457
Towercrest Capital Management
Pennsylvania
$483K +$82.5K +552 +21%
MPM
1458
Meritage Portfolio Management
Kansas
$482K +$46K +308 +11%
SAS
1459
Stelac Advisory Services
New York
$482K – – –
FIBT
1460
First International Bank & Trust
North Dakota
$481K – – –
YWM
1461
Yoder Wealth Management
California
$481K +$481K +3,218 New
BCA
1462
Bay Colony Advisors
Massachusetts
$479K -$1.13M -7,548 -70%
CVA
1463
Central Valley Advisors
California
$478K +$478K +3,201 New
TC
1464
Telemus Capital
Michigan
$478K +$5.53K +37 +1%
LEFP
1465
Leading Edge Financial Planning
Tennessee
$477K +$68.8K +460 +17%
MM
1466
Meridian Management
Arkansas
$476K -$39.8K -261 -8%
BWL
1467
Bogart Wealth LLC
Virginia
$476K +$598 +4 +0.1%
PMFA
1468
Plante Moran Financial Advisors
Michigan
$476K +$32.1K +215 +7%
SFMG
1469
Sage Financial Management Group
Virginia
$475K – – –
AFG
1470
Altiora Financial Group
Ohio
$474K +$474K +3,172 New
HFA
1471
Highland Financial Advisors
New Jersey
$474K – – –
PFSC
1472
Peoples Financial Services Corp
Pennsylvania
$472K – – –
Luther King Capital Management (LKCM)
1473
Luther King Capital Management (LKCM)
Texas
$472K -$407K – –
WQ
1474
Wealth Quarterback
New Jersey
$469K -$27.8K -186 -6%
PFG
1475
Prosperity Financial Group
California
$469K +$183K +1,225 +64%
57 58
59
60 61