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 %
MIM
1476
Marco Investment Management
Georgia
$469K +$469K +3,136 New
HHRDM
1477
H&H Retirement Design & Management
Nevada
$464K – – –
TIA
1478
Traphagen Investment Advisors
New Jersey
$464K +$64K +428 +16%
FWA
1479
FSC Wealth Advisors
New York
$463K +$54K +361 +13%
PTC
1480
Philadelphia Trust Company
Pennsylvania
$462K – – –
GWS
1481
Glassman Wealth Services
Virginia
$462K +$2.54K +17 +0.6%
TCM
1482
Traynor Capital Management
Pennsylvania
$461K -$70.7K -473 -13%
BL
1483
Balentine LLC
Georgia
$458K -$714K -4,778 -61%
WC
1484
Waterloo Capital
Texas
$455K +$455K +3,042 New
SIM
1485
Stratos Investment Management
Ohio
$454K -$90.2K -603 -17%
OFG
1486
Orcam Financial Group
California
$452K +$452K +3,026 New
CWA
1487
CM Wealth Advisors
Ohio
$452K – – –
QWM
1488
Quadcap Wealth Management
Texas
$452K +$452K +3,023 New
PAG
1489
Private Advisory Group
Washington
$452K -$748 -5 -0.2%
CGFA
1490
Colton Groome Financial Advisors
North Carolina
$450K +$450K +3,013 New
HAS
1491
Holland Advisory Services
Florida
$450K +$3.14K +21 +0.7%
ACG
1492
Allen Capital Group
Nebraska
$449K +$154K +1,028 +52%
WAM
1493
Weatherly Asset Management
California
$448K – – –
CSIA
1494
Charles Schwab Investment Advisory
California
$446K +$225K +1,507 +102%
LJAC
1495
L.J. Altfest & Co
New York
$446K +$177K +1,184 +66%
GAB
1496
German American Bancorp
Indiana
$445K – – –
CFAM
1497
Center For Asset Management
Florida
$445K -$97.5K -652 -18%
RK
1498
Rather & Kittrell
Tennessee
$444K – – –
MIAS
1499
Mason Investment Advisory Services
Virginia
$443K -$66.1K -442 -13%
FNA
1500
First National Advisers
Nebraska
$443K +$224K +1,497 +102%
58 59
60
61 62