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
$8.45B
2
Bank of America
Bank of America
North Carolina
$15.4B
3
Goldman Sachs
Goldman Sachs
New York
$893M
4
Ameriprise
Ameriprise
Minnesota
$1.44B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$423M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$7.27B
2
Osaic Holdings
Osaic Holdings
Arizona
$352M
3
UCFA
United Capital Financial Advisors
Texas
$213M
4
Truist Financial
Truist Financial
North Carolina
$576M
5
Natixis Advisors
Natixis Advisors
Massachusetts
$108M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
151
Sage Financial Group
Pennsylvania
$51.1M +$965K +6,458 +2%
FMWA
152
Forvis Mazars Wealth Advisors
Missouri
$50.9M -$6.75M -45,133 -12%
CCM
153
Condor Capital Management
New Jersey
$50M -$773K -5,173 -2%
WANY
154
Wealthspire Advisors (New York)
New York
$48.9M +$4.45M +29,773 +10%
SC
155
Sepio Capital
Utah
$48.7M -$6.68M -44,656 -12%
Janney Montgomery Scott
156
Janney Montgomery Scott
Pennsylvania
$48.2M +$3.3M +22,076 +7%
AI
157
Accredited Investors
Minnesota
$48.2M +$7.89M +52,800 +20%
EWM
158
Empirical Wealth Management
Washington
$47.7M -$1.02M -6,848 -2%
FVWA
159
Foster Victor Wealth Advisors
South Carolina
$47.6M -$413K -2,744 -0.9%
SPIA
160
Steward Partners Investment Advisory
New York
$47M +$2.3M +15,365 +5%
OFG
161
Oxford Financial Group
Indiana
$46M +$2.12M +14,193 +5%
BEC
162
Blue Edge Capital
Virginia
$44.7M +$1M +6,690 +2%
TWP
163
Total Wealth Planning
Ohio
$44.6M +$1.48M +9,894 +3%
SB
164
Strategic Blueprint
Georgia
$43.5M +$4.69M +31,341 +12%
SI
165
Stephens Inc
Arkansas
$42.8M +$6.29M +42,064 +17%
WA
166
Waverly Advisors
Alabama
$42.7M -$1.9M -12,741 -4%
PIFP
167
Partners in Financial Planning
Virginia
$42.3M -$333K -2,225 -0.8%
MCIA
168
Mountain Capital Investment Advisors
Colorado
$41.7M +$1.27M +8,421 +3%
AF
169
Allworth Financial
California
$41.1M +$2.87M +19,199 +8%
NW
170
NewEdge Wealth
Pennsylvania
$40.8M +$1.32M +8,854 +3%
KPWS
171
Kestra Private Wealth Services
Texas
$40.6M +$5.22M +34,891 +15%
PPW
172
Presilium Private Wealth
Pennsylvania
$40.6M -$904K -6,045 -2%
TNBTD
173
Trustmark National Bank Trust Department
Mississippi
$40.1M -$1.56M -10,426 -4%
SF
174
Summit Financial
New Jersey
$40M +$51.3K +343 +0.1%
SEIA
175
Signature Estate & Investment Advisors
California
$40M +$739K +4,945 +2%
5 6
7
8 9