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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 %
OC
1601
Oakworth Capital
Alabama
$344K +$179K +1,197 +108%
SAM
1602
Silvercrest Asset Management
New York
$344K +$27.8K +186 +9%
CB
1603
Cadence Bank
Mississippi
$343K -$202K -1,349 -37%
SAM
1604
Seelaus Asset Management
New Jersey
$343K -$12.6K -84 -4%
MA
1605
MKT Advisors
California
$343K – – –
NIC
1606
Northwest Investment Counselors
Oregon
$342K +$149 +1 +0%
SC
1607
Soundwatch Capital
Connecticut
$342K +$342K +799 New
SSA
1608
Sierra Summit Advisors
Nevada
$341K +$341K +2,284 New
LW
1609
Lauer Wealth
Indiana
$341K – – –
AC
1610
Annandale Capital
Texas
$341K – – –
FFW
1611
Fusion Family Wealth
New York
$340K – – –
AC
1612
Applied Capital
Arkansas
$339K +$339K +2,271 New
CCFCSB
1613
Cape Cod Five Cents Savings Bank
Massachusetts
$339K -$355K -2,376 -51%
N
1614
Natixis
France
$337K -$112K -750 -25%
CKAIS
1615
Christensen King & Associates Investment Services
Washington
$332K +$332K +2,223 New
FSA
1616
Financial Sense Advisors
California
$332K +$17.5K +117 +6%
HIP
1617
Harrell Investment Partners
Texas
$332K +$2.24K +15 +0.7%
CFB
1618
Cullen/Frost Bankers
Texas
$332K -$20.8K -139 -6%
BG
1619
Benedetti & Gucer
Georgia
$331K – – –
TI
1620
Tidal Investments
Wisconsin
$331K +$331K +2,212 New
BWP
1621
Balboa Wealth Partners
Arizona
$331K +$331K +2,212 New
MWP
1622
Madison Wealth Partners
Wisconsin
$330K – – –
IIL
1623
Insight Inv LLC
California
$328K -$24.2K -162 -7%
BWA
1624
Bordeaux Wealth Advisors
California
$328K +$328K +2,193 New
FNB
1625
Farmers National Bank
Kentucky
$326K -$145K -970 -31%
63 64
65
66 67