VTV icon

Vanguard Value ETF
VTV

Overview Fund Activity

2,338 hedge funds and large institutions have $138B invested in Vanguard Value ETF in 2024 Q4 according to their latest regulatory filings, with 335 funds opening new positions, 997 increasing their positions, 702 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,338
Holders Change
+214
Holders Change %
+10.08%
% of All Funds
31.12%
Holding in Top 10
395
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+5.61%
% of All Funds
5.26%
New
335
Increased
997
Reduced
702
Closed
76
Calls
$90.5M
Puts
$15.7M
Net Calls
+$74.9M
Net Calls Change
-$43.4M

Top Buyers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$830M
2
Bank of America
Bank of America
North Carolina
+$331M
3
Morgan Stanley
Morgan Stanley
New York
+$308M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$283M
5
LNC
Lincoln National Corp
Pennsylvania
+$239M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$3.43B
2
PCIG
Partners Capital Investment Group
Massachusetts
-$91.8M
3
Jane Street
Jane Street
New York
-$77.1M
4
JSTA
Japan Science & Technology Agency
Japan
-$73.7M
5
Betterment LLC
Betterment LLC
New York
-$57.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
HHWM
251
Hiley Hunt Wealth Management
Nebraska
$28.5M +$485K +2,864 +2%
KWM
252
Kaydan Wealth Management
Michigan
$28.1M -$6.82M -40,307 -20%
MWM
253
MTC Wealth Management
Florida
$28M -$564K -3,331 -2%
RCG
254
Regatta Capital Group
California
$27.8M +$117K +689 +0.4%
BWM
255
Brown Wealth Management
Illinois
$27.7M +$203K +1,200 +0.7%
WF
256
Warner Financial
Maryland
$27.7M +$853K +5,037 +3%
MFWP
257
Mosaic Family Wealth Partners
Missouri
$27.7M -$32.8K -194 -0.1%
SIM
258
Studio Investment Management
Illinois
$27.6M -$155K -917 -0.6%
AWA
259
Arbor Wealth Advisors
Michigan
$27.6M +$220K +1,302 +0.8%
MSA
260
Marino Stram & Associates
Massachusetts
$27.4M +$883K +5,217 +3%
WAAG
261
Wealth Alliance Advisory Group
Kansas
$27.4M -$5.93K -35 -0%
HP
262
Hilltop Partners
Indiana
$27.1M +$5.53M +32,650 +26%
CCM
263
Cambridge Capital Management
Illinois
$26.4M +$1M +5,907 +4%
FAT
264
First American Trust
California
$26.2M -$657K -3,882 -2%
AWM
265
Allen Wealth Management
North Carolina
$26M -$20.7K -122 -0.1%
ASN
266
Advisory Services Network
Georgia
$26M +$1.78M +10,527 +7%
ACC
267
Acorn Creek Capital
Colorado
$25.8M +$1.11M +6,565 +4%
FH
268
FWG Holdings
Florida
$25.8M -$218K -1,239 -0.8%
WA
269
Wealth Architects
California
$25.6M -$893K -5,276 -3%
FMWA
270
Forvis Mazars Wealth Advisors
Missouri
$25.5M -$5.32M -31,447 -17%
PFS
271
Prospera Financial Services
Texas
$25.4M +$1.28M +7,551 +5%
IWC
272
Integrated Wealth Concepts
Massachusetts
$25.3M +$3.1M +18,331 +14%
CFG
273
Clayton Financial Group
Missouri
$25.2M +$2.1M +12,398 +9%
GVAG
274
Great Valley Advisor Group
Delaware
$24.8M +$499K +2,945 +2%
BFA
275
Bragg Financial Advisors
North Carolina
$24.6M +$626K +3,695 +3%
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