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 %
AP
1626
Atwood & Palmer
Missouri
$326K +$326K +2,180 New
MLFP
1627
MPS Loria Financial Planners
Illinois
$325K +$448 +3 +0.1%
PNAA
1628
Pictet North America Advisors
Switzerland
$319K – – –
VWM
1629
Venturi Wealth Management
Texas
$319K +$143K +956 +81%
NWM
1630
NRI Wealth Management
California
$319K +$319K +2,131 New
SAM
1631
S.A. Mason
Michigan
$318K +$14.7K +98 +5%
WP
1632
Westmount Partners
California
$318K -$102K -681 -24%
PG
1633
Proffitt & Goodson
Tennessee
$316K – – –
RW
1634
RVW Wealth
California
$316K +$19.3K +129 +6%
MCM
1635
McRae Capital Management
New Jersey
$316K -$21.2K -142 -6%
UAS
1636
United Asset Strategies
New York
$314K +$314K +2,102 New
CHJWM
1637
Carlton Hofferkamp & Jenks Wealth Management
Texas
$314K +$63.2K +422 +25%
IWN
1638
Independent Wealth Network
Iowa
$314K +$6.88K +46 +2%
PMG
1639
Private Management Group
California
$314K – – –
CA
1640
Claro Advisors
Massachusetts
$313K +$30.5K +204 +11%
FTWA
1641
Fifth Third Wealth Advisors
Ohio
$312K -$16.4K -110 -5%
WAM
1642
Worth Asset Management
Texas
$312K +$312K +2,084 New
HBW
1643
Hazlett, Burt & Watson
West Virginia
$311K +$1.34K +9 +0.4%
FMII
1644
Farmers & Merchants Investments Inc
Nebraska
$311K +$77K +515 +33%
TNA
1645
True North Advisors
Texas
$308K +$308K +2,063 New
IIC
1646
Ironwood Investment Counsel
Arizona
$307K +$1.2K +8 +0.4%
EFP
1647
EnRich Financial Partners
Wisconsin
$307K +$307K +2,053 New
MAM
1648
Milestone Asset Management
Pennsylvania
$306K – – –
SNBOSCI
1649
Security National Bank of Sioux City Iowa
Iowa
$305K +$5.23K +35 +2%
BFS
1650
Bradley Foster & Sargent
Connecticut
$305K -$33.3K -223 -10%
64 65
66
67 68