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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 %
BCP
1551
Blue Chip Partners
Michigan
$386K +$2.69K +18 +0.7%
SAM
1552
Summit Asset Management
Tennessee
$384K – – –
FIM
1553
FWL Investment Management
Texas
$382K +$15.4K +103 +4%
CWM
1554
Collaborative Wealth Management
Florida
$381K +$897 +6 +0.2%
OWA
1555
Opal Wealth Advisors
New York
$381K +$118K +789 +45%
FG
1556
Fiduciary Group
Georgia
$379K +$149 +1 +0%
GW
1557
GW & Wade
Massachusetts
$379K +$18.2K +122 +5%
BWIA
1558
Bryant Woods Investment Advisors
New York
$379K -$22.4K -150 -6%
HTHT
1559
Hemenway Trust Hemenway Trust
New Hampshire
$374K – – –
CA
1560
Carson Advisory
Georgia
$372K -$33.3K -223 -8%
DCM
1561
DGS Capital Management
New Jersey
$372K -$1.05K -7 -0.3%
C
1562
Croban
Ohio
$370K +$370K +2,187 New
CAM
1563
Cidel Asset Management
Ontario, Canada
$370K – – –
SWA
1564
SFMG Wealth Advisors
Texas
$370K – – –
LA
1565
LexAurum Advisors
Kansas
$370K +$150 +1 +0%
HCM
1566
HMS Capital Management
Tennessee
$369K – – –
NP
1567
NorthRock Partners
Minnesota
$368K +$130K +869 +54%
NCM
1568
Next Capital Management
New York
$368K – – –
WFPG
1569
Waller Financial Planning Group
Ohio
$367K +$1.5K +10 +0.4%
B
1570
BetterWealth
California
$367K – – –
ORC
1571
O'Rourke & Company
Massachusetts
$366K -$3.59K -24 -1%
MCM
1572
Morton Capital Management
California
$366K +$59.1K +395 +19%
AUB
1573
Atlantic Union Bankshares
Virginia
$365K – – –
KC
1574
Kingfisher Capital
North Carolina
$365K +$2.39K +16 +0.7%
GPA
1575
Garrison Point Advisors
California
$365K – – –
61 62
63
64 65