VTV icon

Vanguard Value ETF
VTV

Overview Fund Activity

2,045 hedge funds and large institutions have $80.4B invested in Vanguard Value ETF in 2024 Q1 according to their latest regulatory filings, with 156 funds opening new positions, 824 increasing their positions, 807 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,045
Holders Change
+21
Holders Change %
+1.04%
% of All Funds
29.65%
Holding in Top 10
383
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-1.54%
% of All Funds
5.55%
New
156
Increased
824
Reduced
807
Closed
103
Calls
$44.9M
Puts
$7.37M
Net Calls
+$37.5M
Net Calls Change
+$3.67M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$1.41B
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$229M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$149M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$118M
5
Mariner
Mariner
Kansas
+$94.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$4.5B
2
Betterment LLC
Betterment LLC
New York
-$1.01B
3
Goldman Sachs
Goldman Sachs
New York
-$311M
4
PCIG
Partners Capital Investment Group
Massachusetts
-$197M
5
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$131M
Name Holding Trade Value Shares
Change 		Shares
Change %
PRWA
226
Platte River Wealth Advisors
Colorado
$29.4M -$485K -2,977 -2%
BSW
227
Buckingham Strategic Wealth
Missouri
$29.4M -$2.24M -13,754 -7%
JCM
228
Jacobsen Capital Management
Utah
$29.1M -$674K -4,137 -2%
MAM
229
Mainsail Asset Management
Alabama
$29M +$725K +4,449 +3%
MWM
230
MTC Wealth Management
Florida
$28.8M -$1.01M -6,195 -3%
CWA
231
Cornerstone Wealth Advisors
Minnesota
$28.7M +$82.2K +505 +0.3%
NL
232
NWAM LLC
Washington
$28.6M -$788K -4,879 -3%
TPCW
233
TD Private Client Wealth
New York
$28.6M +$1.48M +9,076 +5%
CFD
234
Creative Financial Designs
Indiana
$27.7M -$52.4K -322 -0.2%
MFG
235
Merit Financial Group
Georgia
$27.4M -$13.6M -86,451 -33%
DWA
236
Dougherty Wealth Advisers
Minnesota
$27.4M +$131K +805 +0.5%
KWM
237
Kaydan Wealth Management
Michigan
$27.1M -$113K -691 -0.4%
FCA
238
FLC Capital Advisors
California
$27M +$673K +4,133 +3%
KCM
239
Kaye Capital Management
California
$26.9M -$599K -3,681 -2%
SIM
240
Studio Investment Management
Illinois
$26.9M -$1.79M -10,992 -6%
HHWM
241
Hiley Hunt Wealth Management
Nebraska
$26.8M +$770K +4,731 +3%
WIM
242
Warwick Investment Management
Texas
$26.6M +$12.4M +76,061 +87%
Brown Advisory
243
Brown Advisory
Maryland
$26.3M -$2.74M -16,814 -9%
OFP
244
OLIO Financial Planning
Virginia
$26.3M -$200K -1,338 -0.8%
MFWP
245
Mosaic Family Wealth Partners
Missouri
$26.2M +$1.19M +7,332 +5%
PWP
246
Perfromance Wealth Partners
Illinois
$26.2M -$1.91M -11,736 -7%
MCM
247
MAI Capital Management
Ohio
$26.1M +$7.56M +46,397 +41%
LNC
248
Lincoln National Corp
Pennsylvania
$25.9M +$1.94M +11,895 +8%
WAAG
249
Wealth Alliance Advisory Group
Kansas
$25.8M +$916K +5,622 +4%
CIA
250
Concurrent Investment Advisors
Florida
$25.8M +$2.43M +14,908 +10%
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