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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
$8.45B
2
Bank of America
Bank of America
North Carolina
$15.4B
3
Goldman Sachs
Goldman Sachs
New York
$893M
4
Ameriprise
Ameriprise
Minnesota
$1.44B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$423M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$7.27B
2
Osaic Holdings
Osaic Holdings
Arizona
$352M
3
UCFA
United Capital Financial Advisors
Texas
$213M
4
Truist Financial
Truist Financial
North Carolina
$576M
5
Natixis Advisors
Natixis Advisors
Massachusetts
$108M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAM
2026
Family Asset Management
South Carolina
$1.05K – – –
Amundi
2027
Amundi
France
$972 +$972 +7 New
DWA
2028
Delos Wealth Advisors
Texas
$748 – – –
BCPWM
2029
Bradley & Co Private Wealth Management
Florida
$1 -$1 – –
EW
2030
Evoke Wealth
California
– -$54.4M -394,602 Closed
KAM
2031
Kensington Asset Management
Texas
– -$48.6M -352,000 Closed
OPAM
2032
Ocean Park Asset Management
California
– -$29.1M -211,044 Closed
3LCM
2033
3D/L Capital Management
Connecticut
– -$28.1M -203,789 Closed
IGAM
2034
iA Global Asset Management
Quebec, Canada
– -$25.6M -185,599 Closed
Toronto Dominion Bank
2035
Toronto Dominion Bank
Ontario, Canada
– -$20M -145,000 Closed
SFFS
2036
Stonehage Fleming Financial Services
Jersey
– -$19.1M -138,590 Closed
EC
2037
EdgeRock Capital
Colorado
– -$14.5M -104,847 Closed
AWM
2038
Altus Wealth Management
Kentucky
– -$10.5M -76,449 Closed
BGDI
2039
BW Gestao de Investimentos
Brazil
– -$9.16M -66,400 Closed
PCFFS
2040
Pacific Center for Financial Services
California
– -$9.09M -65,876 Closed
MSA
2041
McAlister Sweet & Associates
Texas
– -$8.09M -58,676 Closed
PWS
2042
Private Wealth Strategies
Ohio
– -$33.6K -33,593 Closed
OMC
2043
Old Mission Capital
Illinois
– -$2.9M -21,000 Closed
Renaissance Technologies
2044
Renaissance Technologies
New York
– -$2.75M -19,899 Closed
WAS
2045
Wealth Advisory Solutions
Indiana
– -$2.45M -17,731 Closed
RCS
2046
Retirement Capital Strategies
California
– -$1.75M -12,714 Closed
TI
2047
Trexquant Investment
Connecticut
– -$1.7M -12,352 Closed
SFC
2048
Strategic Financial Concepts
Texas
– -$1.29M -9,324 Closed
APCM
2049
Alaska Permanent Capital Management
Alaska
– -$1.22M -8,849 Closed
GS
2050
GTS Securities
New York
– -$1.03M -7,488 Closed
80 81
82
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