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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 %
AIP
1751
Ameritas Investment Partners
Nebraska
$241K -$2.09K -14 -0.9%
SCA
1752
Stonebridge Capital Advisors
Minnesota
$241K -$30.2K -202 -11%
CPCP
1753
Cedar Point Capital Partners
Iowa
$240K +$240K +1,608 New
WWP
1754
Walden Wealth Partners
Ohio
$240K +$240K +1,605 New
HA
1755
Harfst & Associates
Wyoming
$239K – – –
RBC
1756
Romano Brothers & Co
Illinois
$238K -$40.1K -268 -14%
SIC
1757
Shoker Investment Counsel
Ohio
$238K +$299 +2 +0.1%
WPC
1758
Waters Parkerson & Co
Louisiana
$238K +$19.8K +133 +9%
RPCONE
1759
Retirement Planning Company of New England
Rhode Island
$238K -$12.9K -86 -5%
GDP
1760
Great Diamond Partners
Maine
$237K – – –
SAM
1761
Satovsky Asset Management
New York
$236K +$236K +1,582 New
LA
1762
Legacy Advisors
Pennsylvania
$235K – – –
DIM
1763
Delta Investment Management
California
$235K +$235K +1,573 New
GWA
1764
Geometric Wealth Advisors
District of Columbia
$235K +$235K +1,572 New
AWM
1765
Abound Wealth Management
Tennessee
$235K -$13.8K -92 -6%
CFG
1766
Cooper Financial Group
California
$234K -$2.84K -19 -1%
CCT
1767
Capital City Trust
Florida
$234K +$234K +1,563 New
PIM
1768
Provident Investment Management
Michigan
$233K – – –
CA
1769
Calton & Associates
Florida
$233K -$266K -1,780 -53%
PWA
1770
Physician Wealth Advisors
Utah
$233K -$1.7M -11,336 -88%
Principal Financial Group
1771
Principal Financial Group
Iowa
$233K +$233K +1,557 New
NL
1772
Navalign LLC
California
$233K -$5.68K -38 -2%
BWP
1773
BSW Wealth Partners
Colorado
$233K – – –
DCM
1774
Dimension Capital Management
Florida
$232K -$180K -1,207 -44%
IP
1775
Ignite Planners
California
$232K -$2.71K -18 -1%
69 70
71
72 73