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
29.64%
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 %
MMA
301
Miracle Mile Advisors
California
$19.4M -$3.43M -21,088 -15%
AWM
302
AAF Wealth Management
Massachusetts
$19.3M +$474K +2,912 +3%
VC
303
Veery Capital
Delaware
$19.2M +$140K +857 +0.7%
Bank of Montreal
304
Bank of Montreal
Ontario, Canada
$19.2M -$391K -2,410 -2%
2L
305
25 LLC
Missouri
$19.2M -$170K -1,042 -0.9%
PS
306
Principal Securities
Iowa
$19.1M +$489K +3,002 +3%
HWA
307
Heartwood Wealth Advisors
Virginia
$19.1M -$3.6M -22,113 -16%
SWM
308
Spire Wealth Management
Virginia
$19M -$289K -1,776 -1%
MA
309
Mutual Advisors
Nebraska
$19M +$2.52M +15,468 +15%
CPIG
310
Chicago Partners Investment Group
Illinois
$18.9M +$318K +2,013 +2%
SPA
311
Shore Point Advisors
New Jersey
$18.7M +$451K +2,768 +2%
WAP
312
Wealthcare Advisory Partners
Pennsylvania
$18.7M +$8.32M +51,068 +80%
WFA
313
Wellspring Financial Advisors
Ohio
$18.7M -$409K -20,794 -2%
SWP
314
Stratos Wealth Partners
Ohio
$18.6M -$871K -5,350 -4%
WP
315
Wealthspan Partners
Iowa
$18.6M +$1.36M +8,326 +8%
MHS
316
M Holdings Securities
Oregon
$18.6M +$365K +2,242 +2%
IWC
317
Integrated Wealth Concepts
Massachusetts
$18.6M +$602K +3,699 +3%
WIC
318
Whitegate Investment Counselors
New Hampshire
$18.5M +$469K +2,877 +3%
TGAM
319
TBH Global Asset Management
Tennessee
$18.3M -$4.32M -26,544 -19%
HWM
320
Hemington Wealth Management
Virginia
$18.3M -$1.38M -8,482 -7%
MCM
321
Manchester Capital Management
Vermont
$18.2M -$697K -4,282 -4%
NJIM
322
Nabity-Jensen Investment Management
Nebraska
$18.2M +$9.28K +57 +0.1%
BHWM
323
Bay Harbor Wealth Management
Maryland
$18M -$1.24M -7,596 -6%
GFA
324
Gallagher Fiduciary Advisors
Illinois
$18M -$298K -1,828 -2%
PA
325
Parallel Advisors
California
$18M +$44.8K +275 +0.2%
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