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
+$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 %
PWMG
1876
Private Wealth Management Group
New Jersey
$116K +$116K +779 New
CMA
1877
Cedar Mountain Advisors
Oregon
$114K -$48.6K -325 -30%
FCAS
1878
First Command Advisory Services
Texas
$112K +$5.23K +35 +5%
AWM
1879
Able Wealth Management
New Jersey
$110K +$110K +734 New
TAM
1880
Tucker Asset Management
Colorado
$109K +$87.8K +587 +408%
PCWA
1881
Pacific Capital Wealth Advisors
California
$107K +$107K +718 New
CTB
1882
Country Trust Bank
Illinois
$102K -$33.6K -225 -25%
CICI
1883
Capital Investment Counsel Inc
North Carolina
$98.5K +$9.57K +64 +11%
MSFP
1884
Mark Sheptoff Financial Planning
Connecticut
$98.1K +$29.9K +200 +44%
TH
1885
TCTC Holdings
Texas
$96.7K +$96.7K +647 New
CTA
1886
Colonial Trust Advisors
South Carolina
$95.7K +$33.2K +222 +53%
PWM
1887
Provident Wealth Management
Tennessee
$95.5K – – –
S
1888
Sachetta
Massachusetts
$93.1K +$93.1K +623 New
GIA
1889
Goodwin Investment Advisory
Georgia
$87.6K +$24.8K +166 +40%
RMC
1890
Resources Management Corp
Connecticut
$85K – – –
KA
1891
Kozak & Associates
Colorado
$83.7K +$56.5K +381 +208%
T
1892
Tidemark
California
$82.2K +$82.2K +550 New
PAI
1893
Pittenger & Anderson Inc
Nebraska
$80.7K -$20.9K -140 -21%
MAM
1894
Marquette Asset Management
Minnesota
$79.8K – – –
GWM
1895
Grand Wealth Management
Michigan
$79.7K -$1.95K -13 -2%
IFS
1896
Intelligent Financial Strategies
Minnesota
$78.5K – – –
PWMG
1897
Provence Wealth Management Group
California
$77.3K +$448 +3 +0.6%
CH
1898
Canton Hathaway
Rhode Island
$77K – – –
LFA
1899
LGT Financial Advisors
Texas
$76.3K +$597 +4 +0.8%
PPC
1900
Park Place Capital
Alabama
$75.6K -$12.9M -85,901 -99%
74 75
76
77 78