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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 %
RP
1676
Rowlandmiller & Partners
Georgia
$285K – – –
LWM
1677
Laidlaw Wealth Management
New York
$284K -$592K -3,962 -68%
VCAM
1678
Van Cleef Asset Management
Ohio
$284K – – –
OWA
1679
ORBA Wealth Advisors
Illinois
$283K +$283K +1,895 New
LLWM
1680
Life Line Wealth Management
California
$283K +$283K +1,894 New
VHAM
1681
Van Hulzen Asset Management
California
$281K +$14.9K +100 +6%
CISOA
1682
Capital Investment Services of America
Wisconsin
$280K – – –
AWP
1683
Accretive Wealth Partners
New Jersey
$280K – – –
PC
1684
Port Capital
Illinois
$279K +$279K +1,863 New
WBG
1685
Wharton Business Group
Pennsylvania
$278K – – –
HT
1686
Heritage Trust
Oklahoma
$276K -$25K -167 -8%
FFA
1687
Fi3 Financial Advisors
Indiana
$276K +$2.84K +19 +1%
SWM
1688
Silverlake Wealth Management
Vermont
$275K +$1.05K +7 +0.4%
FFWA
1689
FRG Family Wealth Advisors
Washington
$274K – – –
SIC
1690
Samalin Investment Counsel
New York
$273K +$449 +3 +0.2%
BF
1691
Brooklyn FI
New York
$273K -$45.4K -304 -14%
GLLW
1692
Graves Light Lenhart Wealth
Virginia
$272K -$281K -1,882 -51%
EWA
1693
ERTS Wealth Advisors
Michigan
$271K -$12.7K -85 -4%
WCP
1694
Wick Capital Partners
Pennsylvania
$271K +$448 +3 +0.2%
KW
1695
KWB Wealth
California
$271K +$897 +6 +0.3%
SPC
1696
Stewart & Patten Company
California
$270K – – –
PGA
1697
Portland Global Advisors
Maine
$269K – – –
RWM
1698
Revisor Wealth Management
Ohio
$268K -$92.7K -620 -26%
WI
1699
Wintrust Investments
Illinois
$268K -$28.1K -188 -9%
IA
1700
Inspire Advisors
Idaho
$268K +$268K +1,791 New
66 67
68
69 70