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 %
BTIM
1576
BancFirst Trust & Investment Management
Oklahoma
$363K +$129K +862 +55%
CGA
1577
Crescent Grove Advisors
Illinois
$363K – – –
MC
1578
Mathes Company
New York
$361K -$48K -321 -12%
AWM
1579
Austin Wealth Management
Texas
$361K -$3.38K -22 -0.9%
PG
1580
Patten Group
Tennessee
$361K +$121K +808 +50%
DWM
1581
Dopkins Wealth Management
New York
$361K -$29.7K -199 -8%
VFA
1582
Voya Financial Advisors
Connecticut
$360K -$9.74K -65 -3%
TWG
1583
The Wealth Group
Minnesota
$360K +$360K +2,367 New
PJWM
1584
Philip James Wealth Mangement
Georgia
$359K +$359K +2,400 New
MYIA
1585
Mount Yale Investment Advisors
Colorado
$358K +$358K +2,397 New
BAWC
1586
Boyce & Associates Wealth Consulting
Texas
$357K +$26.2K +175 +8%
DA
1587
DCM Advisors
New York
$357K – – –
PCA
1588
Peddock Capital Advisors
Massachusetts
$357K -$73.2K -490 -17%
AIP
1589
Almanack Investment Partners
Pennsylvania
$357K +$357K +2,386 New
SWP
1590
Semus Wealth Partners
Florida
$353K -$48K -321 -12%
MPAM
1591
Murphy Pohlad Asset Management
Minnesota
$352K +$35.1K +235 +11%
EWM
1592
Endowment Wealth Management
Wisconsin
$350K -$70K -468 -17%
HWP
1593
Hibernia Wealth Partners
Louisiana
$350K +$113K +756 +48%
GSB
1594
Greenfield Savings Bank
Massachusetts
$350K – – –
FI
1595
Financial Insights
Washington
$348K +$348K +2,331 New
JCIA
1596
Jackson Creek Investment Advisors
Colorado
$348K -$10.5K -70 -3%
SIAG
1597
Safeguard Investment Advisory Group
California
$348K -$1.8K -12 -0.5%
GL
1598
Gerber LLC
Ohio
$347K +$347K +2,319 New
MFG
1599
Midwest Financial Group
Kansas
$346K +$346K +2,311 New
TF
1600
Trek Financial
Arizona
$345K -$27.2K -182 -7%
62 63
64
65 66