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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 %
MSG
1701
Main Street Group
Virginia
$268K +$268K +1,789 New
HWP
1702
Highline Wealth Partners
California
$267K +$267K +1,786 New
CICC
1703
Capital Investment Counsel (Colorado)
Colorado
$267K +$267K +1,783 New
AP
1704
Appleton Partners
Massachusetts
$266K -$27.6K -185 -9%
WA
1705
Wealthstar Advisors
Texas
$266K – – –
EL
1706
EWA LLC
Pennsylvania
$265K +$1.52K +10 +0.6%
MRWM
1707
ML&R Wealth Management
Texas
$264K +$8.37K +56 +3%
SIC
1708
Sterling Investment Counsel
New York
$264K -$17.9K -120 -6%
CFG
1709
Carr Financial Group
Massachusetts
$264K – – –
BFWA
1710
Benchmark Financial Wealth Advisors
Florida
$264K +$1.5K +10 +0.6%
WIM
1711
WealthPlan Investment Management
Nebraska
$263K +$263K +1,759 New
9WM
1712
9258 Wealth Management
Ohio
$263K +$5.23K +35 +2%
MWM
1713
Marion Wealth Management
Pennsylvania
$263K – – –
SCA
1714
Sage Capital Advisors
South Dakota
$262K -$33.3K -223 -11%
RIL
1715
Rothschild Investment LLC
Illinois
$262K -$45.4K -304 -15%
HDIM
1716
Hanson & Doremus Investment Management
Vermont
$261K -$2.09K -14 -0.8%
PWH
1717
Priebe Wealth Holdings
Minnesota
$261K +$261K +1,743 New
PPWM
1718
PFG Private Wealth Management
Florida
$260K -$15.1M -100,681 -98%
BWCS
1719
Beirne Wealth Consulting Services
Connecticut
$260K +$260K +1,737 New
SWM
1720
Seed Wealth Management
Illinois
$259K – – –
BAAM
1721
Baker Avenue Asset Management
California
$258K +$146K +975 +130%
RWP
1722
Revolve Wealth Partners
New Jersey
$257K +$257K +1,719 New
TCM
1723
Telos Capital Management
California
$256K -$120K -805 -32%
HCM
1724
Highlander Capital Management
New Jersey
$256K – – –
JWM
1725
JPL Wealth Management
Colorado
$255K +$255K +1,705 New
67 68
69
70 71