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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 %
FPIS
201
Financial Planning & Information Services
Wisconsin
$33.1M +$2.46M +16,452 +8%
CSWM
202
Cassady Schiller Wealth Management
Ohio
$33M +$1.19M +7,975 +4%
EWA
203
EverSource Wealth Advisors
Alabama
$33M +$4.26M +28,508 +15%
T
204
TrueFG
Texas
$32.7M +$835K +5,587 +3%
CA
205
Crane Advisory
California
$32.4M -$15.9M -106,340 -33%
BWFA
206
Baltimore-Washington Financial Advisors
Maryland
$32M +$1.08M +7,244 +3%
ACM
207
Advisors Capital Management
New Jersey
$32M +$6.01M +40,231 +23%
SIA
208
Schechter Investment Advisors
Michigan
$31.2M -$2.14M -14,307 -6%
GFWA
209
Grey Fox Wealth Advisors
Delaware
$30.7M +$16.5M +110,609 +117%
SIA
210
Strategic Investment Advisors
Michigan
$30.4M +$1.77M +11,844 +6%
FIM
211
Freedom Investment Management
Connecticut
$30.3M +$30.3M +202,631 New
ACA
212
Affinity Capital Advisors
California
$30.3M +$404K +2,702 +1%
LWM
213
Ledge Wealth Management
Minnesota
$30.2M +$415K +2,778 +1%
RCG
214
Regatta Capital Group
California
$29.9M -$1.06M -7,122 -3%
PFS
215
Prospera Financial Services
Texas
$29.9M +$2.83M +18,907 +10%
AWM
216
Angeles Wealth Management
California
$29.9M -$601K -4,019 -2%
CCM
217
Chaney Capital Management
Washington
$29.9M +$29.9M +199,764 New
FC
218
Forte Capital
New York
$29.3M -$2.24M -15,001 -7%
BSW
219
Buckingham Strategic Wealth
Missouri
$29.1M -$4.57M -30,557 -14%
BNP Paribas Financial Markets
220
BNP Paribas Financial Markets
France
$28.8M +$22M +147,382 +327%
M&T Bank
221
M&T Bank
New York
$28.7M +$25K +167 +0.1%
SC
222
Stephens Consulting
Michigan
$28.7M +$1.97M +13,169 +7%
NFW
223
Noble Family Wealth
Florida
$28.2M +$527K +3,525 +2%
DC
224
Davenport & Co
Virginia
$28.1M +$281K +1,881 +1%
FOFP
225
Fee-Only Financial Planning
South Carolina
$27.5M -$162K -1,085 -0.6%
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