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 %
FWA
1526
FSM Wealth Advisors
Ohio
$417K +$78.2K +523 +23%
CC
1527
Cultivar Capital
Texas
$417K +$417K +2,789 New
TFP
1528
Traction Financial Partners
Wyoming
$416K +$416K +2,783 New
TC
1529
Toews Corporation
New Jersey
$415K -$10.3K -69 -2%
JWCA
1530
J.W. Coons Advisors
Ohio
$415K -$179K -1,197 -30%
WF
1531
Wayfinding Financial
Washington
$412K +$412K +2,759 New
SL
1532
SWMG LLC
Texas
$411K -$24.8K -166 -6%
GSEP
1533
Golden State Equity Partners
California
$409K +$33.6K +225 +9%
FB
1534
Fulton Bank
Pennsylvania
$408K +$155K +1,037 +61%
RSWA
1535
Robinson Smith Wealth Advisors
Maine
$407K +$407K +2,723 New
FNBOMD
1536
First National Bank of Mount Dora
Florida
$405K -$25.7K -172 -6%
HI
1537
Hoey Investments
Pennsylvania
$405K +$380K +2,543 +1,551%
FBFS
1538
First Business Financial Services
Wisconsin
$402K -$22.9K -153 -5%
CC
1539
Cypress Capital
Tennessee
$402K +$402K +2,686 New
AWM
1540
Activest Wealth Management
Florida
$401K +$8.07K +54 +2%
AWMG
1541
Alliance Wealth Management Group
New Jersey
$400K +$400K +2,676 New
HNWA
1542
Henrickson Nauta Wealth Advisors
Michigan
$399K +$399K +2,670 New
DA
1543
Drake & Associates
Wisconsin
$399K – – –
LW
1544
Libra Wealth
California
$396K -$65.3K -437 -14%
CAI
1545
Capital Advisors Inc
Oklahoma
$393K +$2.39K +16 +0.6%
PHS
1546
Pekin Hardy Strauss
Illinois
$392K +$61.3K +410 +19%
AAG
1547
Armstrong Advisory Group
Massachusetts
$392K +$65.8K +440 +20%
SW
1548
SkyOak Wealth
Michigan
$391K -$2.84K -19 -0.7%
CIS
1549
Continental Investors Services
Washington
$390K +$7.48K +50 +2%
DCM
1550
Donaldson Capital Management
Indiana
$388K +$147K +982 +61%
60 61
62
63 64