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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 %
SCM
1801
Steele Capital Management
Iowa
$219K +$219K +1,465 New
SSC
1802
Syverson Strege & Co
Iowa
$218K +$149 +1 +0.1%
LF
1803
Lantz Financial
Illinois
$216K -$8.82K -59 -4%
APW
1804
Aurora Private Wealth
New Jersey
$216K +$216K +1,443 New
MP
1805
McDonald Partners
Ohio
$216K -$11.2K -75 -5%
MWA
1806
Mills Wealth Advisors
Texas
$216K -$1.79K -12 -0.8%
AO
1807
Advisor OS
Illinois
$215K +$215K +1,441 New
SAS
1808
SMI Advisory Services
Indiana
$214K +$214K +1,436 New
FFP
1809
FourThought Financial Partners
Florida
$213K +$213K +1,424 New
FIM
1810
Fernwood Investment Management
Massachusetts
$211K +$211K +1,414 New
BBPWM
1811
Blue Bell Private Wealth Management
Pennsylvania
$211K +$28.3K +189 +15%
SP
1812
Stonebrook Private
Michigan
$211K +$211K +1,413 New
W
1813
Wealthquest
Ohio
$211K +$211K +1,413 New
PWA
1814
PCG Wealth Advisors
Kansas
$211K -$11.2K -75 -5%
DSC
1815
Duncker Streett & Co
Missouri
$211K – – –
SFA
1816
Seneca Financial Advisors
New York
$210K +$210K +1,405 New
HSWS
1817
Higgins & Schmidt Wealth Strategies
Colorado
$210K +$210K +1,403 New
OA
1818
Operose Advisors
Wisconsin
$208K +$1.05K +7 +0.5%
TP
1819
Tranquility Partners
Tennessee
$208K +$208K +1,392 New
GA
1820
Greenspring Advisors
Maryland
$207K +$207K +1,386 New
KIA
1821
KCM Investment Advisors
California
$207K +$207K +1,386 New
KLCM
1822
KG&L Capital Management
Louisiana
$207K +$207K +1,384 New
MAA
1823
Matrix Asset Advisors
New York
$207K +$207K +1,382 New
MWP
1824
Meridian Wealth Partners
Pennsylvania
$206K +$206K +1,379 New
FPCG
1825
Forum Private Client Group
Indiana
$204K +$204K +1,365 New
71 72
73
74 75