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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 %
CA
1851
Crewe Advisors
Utah
$165K +$158K +1,055 +2,110%
CMP
1852
Coston McIsaac & Partners
Maine
$161K +$596 +4 +0.4%
CPA
1853
Clear Point Advisors
New York
$157K +$157K +1,052 New
HGA
1854
Hobbs Group Advisors
South Carolina
$156K +$156K +1,042 New
BFO
1855
Biltmore Family Office
North Carolina
$155K – – –
SIS
1856
Sound Income Strategies
Florida
$153K +$133K +892 +666%
ICM
1857
Islay Capital Management
Texas
$153K +$153K +1,024 New
AT
1858
Arlington Trust
Alabama
$152K +$2.99K +20 +2%
CYG
1859
Clean Yield Group
Vermont
$152K -$11.8K -79 -7%
AP
1860
Arlington Partners
Alabama
$150K – – –
BA
1861
Ballast Advisors
Minnesota
$147K – – –
OSNBOA
1862
Old Second National Bank of Aurora
Illinois
$144K – – –
WAS
1863
Winch Advisory Services
Wisconsin
$140K -$747 -5 -0.5%
NBT
1864
Northwest Bank & Trust
Iowa
$140K +$140K +939 New
BCWM
1865
Bartlett & Co Wealth Management
Ohio
$140K -$6.14K -41 -4%
BC
1866
Bartlett & Co
Ohio
$140K -$6.13K -41 -4%
PCM
1867
Perritt Capital Management
Illinois
$137K -$16.5K -110 -11%
LWANC
1868
Laurel Wealth Advisors (North Carolina)
North Carolina
$136K – – –
EK
1869
Evensky & Katz
Florida
$132K +$149 +1 +0.1%
IF
1870
Integrity Financial
Wyoming
$130K -$12.1K -81 -9%
NFA
1871
Northwest Financial Advisors
Virginia
$128K +$128K +855 New
CHC
1872
City Holding Co
West Virginia
$126K – – –
TSWM
1873
Tyler-Stone Wealth Management
Ohio
$121K +$149 +1 +0.1%
TRCT
1874
Tower Research Capital (TRC)
New York
$119K +$89.1K +596 +298%
MIM
1875
MTM Investment Management
South Carolina
$118K +$449 +3 +0.4%
73 74
75
76 77