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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 %
PSP
1501
Pacific Sage Partners
Washington
$442K +$149 +1 +0%
LRPA
1502
L. Roy Papp & Associates
Arizona
$441K -$49.6K -332 -10%
Harris Associates
1503
Harris Associates
Illinois
$440K +$440K +2,945 New
MFA
1504
Millington Financial Advisors
Illinois
$437K +$299 +2 +0.1%
GWANC
1505
Guardian Wealth Advisors (North Carolina)
North Carolina
$437K -$11.3K -77 -3%
Lazard Asset Management
1506
Lazard Asset Management
New York
$436K +$130K +869 +42%
BC
1507
Burney Company
Virginia
$435K -$30.2K -202 -6%
SWM
1508
SilverOak Wealth Management
Minnesota
$434K +$434K +2,900 New
BFS
1509
Bare Financial Services
Pennsylvania
$432K +$432K +2,887 New
GA
1510
Goldstein Advisors
Wisconsin
$431K +$5.68K +38 +1%
WP
1511
WealthPLAN Partners
Nebraska
$431K +$181K +1,208 +72%
TI
1512
tru Independence
Oregon
$428K -$167K -1,114 -28%
CA
1513
Cambridge Advisors
Nebraska
$426K – – –
JFA
1514
JNBA Financial Advisors
Minnesota
$425K -$43.1K -288 -9%
MWA
1515
Meridian Wealth Advisors
Texas
$425K – – –
PAMG
1516
Patton Albertson Miller Group
Tennessee
$424K – – –
BI
1517
Ballast Inc
Kentucky
$424K +$3.89K +26 +0.9%
AQR Capital Management
1518
AQR Capital Management
Connecticut
$424K +$424K +2,834 New
CCWM
1519
Cassaday & Co Wealth Management
Virginia
$424K -$2.54K -17 -0.6%
SPA
1520
Sentinel Pension Advisors
Massachusetts
$421K +$43.5K +291 +12%
FCH
1521
Freestone Capital Holdings
Washington
$420K +$14.8K +99 +4%
WTC
1522
WhitTier Trust Company
Nevada
$420K +$154K +1,030 +58%
TNB
1523
Thomasville National Bank
Georgia
$419K +$29.5K +197 +8%
GL
1524
Graypoint LLC
New York
$418K +$47.4K +317 +13%
HWA
1525
Hilltop Wealth Advisors
North Carolina
$418K -$19.3K -129 -4%
59 60
61
62 63