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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 %
AA
1776
Apriem Advisors
California
$231K -$449 -3 -0.2%
MSWM
1777
McGlone Suttner Wealth Management
Wisconsin
$230K – – –
SFG
1778
SNS Financial Group
Minnesota
$229K +$9.12K +61 +4%
JFG
1779
JDM Financial Group
Texas
$229K -$52.2K -349 -19%
ST
1780
Spinnaker Trust
Maine
$228K -$10.6K -71 -4%
SWIG
1781
Strategic Wealth Investment Group
Kentucky
$228K +$228K +1,525 New
JPLA
1782
Joseph P. Lucia & Associates
New York
$228K -$153K -1,024 -40%
RLIM
1783
Red Lighthouse Investment Management
New York
$227K – – –
GFS
1784
GYL Financial Synergies
Connecticut
$227K -$13.5K -90 -6%
EWA
1785
Encompass Wealth Advisors
Oregon
$227K – – –
CI
1786
Ceera Investments
Texas
$227K – – –
GAM
1787
GEM Asset Management
Michigan
$225K +$1.5K +10 +0.7%
WB
1788
Webster Bank
Connecticut
$225K +$34.2K +229 +18%
IHWM
1789
Iron Horse Wealth Management
Iowa
$225K – – –
HCA
1790
Harbour Capital Advisors
Virginia
$225K -$62.8K -420 -22%
GWSA
1791
Global Wealth Strategies & Associates
Colorado
$225K -$488K -3,263 -68%
Kayne Anderson Rudnick Investment Management
1792
Kayne Anderson Rudnick Investment Management
California
$224K +$149 +1 +0.1%
CW
1793
Channel Wealth
California
$223K -$67K -448 -23%
BSB
1794
Bangor Savings Bank
Maine
$221K +$28.7K +192 +15%
PWS
1795
Paragon Wealth Strategies
Florida
$221K +$221K +1,479 New
TC
1796
Truvestments Capital
Florida
$220K +$1.5K +10 +0.7%
CA
1797
Claris Advisors
Missouri
$220K +$748 +5 +0.3%
ASI
1798
Advisory Services & Investments
Oregon
$220K – – –
CIG
1799
Cascade Investment Group
Colorado
$219K +$219K +1,468 New
BI
1800
Berkeley Inc
Idaho
$219K +$299 +2 +0.1%
70 71
72
73 74