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 %
PCMC
251
Private Capital Management (Colorado)
Colorado
$25.8M -$71.8K -441 -0.3%
SIC
252
Sigma Investment Counselors
Michigan
$25.7M +$963K +5,914 +4%
AWA
253
Arbor Wealth Advisors
Michigan
$25.6M +$104K +640 +0.4%
WA
254
Wealth Architects
California
$25.4M -$673K -4,135 -3%
WF
255
Warner Financial
Maryland
$24.9M +$424K +2,605 +2%
SP
256
Symmetry Partners
Connecticut
$24.8M -$33.2M -204,091 -57%
PCA
257
Prosperity Capital Advisors
Ohio
$24.5M -$15.7M -96,678 -39%
MSA
258
Marino Stram & Associates
Massachusetts
$24.3M +$439K +2,698 +2%
LODC
259
Lanham O'Dell & Company
West Virginia
$24.1M +$15.8M +97,106 +192%
TW
260
Towerpoint Wealth
California
$23.8M +$918K +5,637 +4%
ASN
261
Advisory Services Network
Georgia
$23.6M +$1.26M +7,709 +6%
TCM
262
TD Capital Management
Tennessee
$23.6M -$49K -301 -0.2%
PF
263
Parker Financial
Washington
$23.6M +$29.6K +182 +0.1%
CC
264
Courier Capital
New York
$23.4M -$745K -4,572 -3%
MOS
265
MGO One Seven
Ohio
$23.3M +$1.37M +8,410 +6%
RA
266
Rise Advisors
New York
$23.3M +$751K +4,614 +3%
BWM
267
Brown Wealth Management
Illinois
$23.1M +$14.5M +88,962 +169%
VWM
268
Valley Wealth Managers
New Jersey
$23.1M -$3.24M -19,876 -12%
CCM
269
Cambridge Capital Management
Illinois
$23M +$556K +3,413 +2%
MAM
270
Meeder Asset Management
Ohio
$23M +$3.84M +23,578 +20%
BFA
271
Bragg Financial Advisors
North Carolina
$22.8M -$77.5K -476 -0.3%
Northern Trust
272
Northern Trust
Illinois
$22.7M -$1.02M -6,252 -4%
CAC
273
Certified Advisory Corp
Florida
$22.6M -$922K -5,659 -4%
AWM
274
Allen Wealth Management
North Carolina
$22.5M +$944K +5,798 +4%
QIM
275
Quest Investment Management
Oregon
$22.2M +$1.12M +6,847 +5%
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