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
$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 %
MCM
2051
Magnolia Capital Management
New York
– -$1M -7,266 Closed
B
2052
Bellecapital
Switzerland
– -$944K -6,843 Closed
LNWTC
2053
Laird Norton Wetherby Trust Company
Washington
– -$675K -4,896 Closed
LFA
2054
Legacy Financial Advisors
Kentucky
– -$624K -4,521 Closed
VFP
2055
Verus Financial Partners
Virginia
– -$525K -3,826 Closed
RMDI
2056
R.M. Davis Inc
Maine
– -$422K -3,059 Closed
Legacy Financial Group (Iowa)
2057
Legacy Financial Group (Iowa)
Iowa
– -$422K -3,057 Closed
MA
2058
Modus Advisors
Minnesota
– -$402K -2,911 Closed
IIM
2059
InTrack Investment Management
Vermont
– -$395K -2,861 Closed
B
2060
Bailard
California
– -$376K -2,723 Closed
DA
2061
Dover Advisors
Virginia
– -$362K -2,627 Closed
RG
2062
Rathbones Group
United Kingdom
– -$348K -2,520 Closed
IC
2063
Innealta Capital
Texas
– -$334K -2,424 Closed
JDR
2064
Jay D. Rosenbaum
– -$330K -2,393 Closed
FIB
2065
First Interstate Bank
Montana
– -$323K -2,341 Closed
SWM
2066
Stockman Wealth Management
Montana
– -$311K -2,253 Closed
LT
2067
Legacy Trust
Michigan
– -$309K -2,241 Closed
RC
2068
Roundview Capital
New Jersey
– -$278K -2,012 Closed
SEM
2069
Strategic Equity Management
Arizona
– -$274K -1,987 Closed
SAM
2070
Secure Asset Management
Michigan
– -$260K -1,884 Closed
KL
2071
KWMG LLC
Kansas
– -$246K -1,782 Closed
SWA
2072
Strata Wealth Advisors
Texas
– -$240K -1,742 Closed
AAS
2073
Asset Allocation Strategies
Michigan
– -$236K -1,714 Closed
IFA
2074
Interactive Financial Advisors
Illinois
– -$234K -1,696 Closed
FAM
2075
Formidable Asset Management
Ohio
– -$226K -1,642 Closed
80 81 82
83
84