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 %
MHS
301
M Holdings Securities
Oregon
$21.8M +$21.8M +128,775 New
AAS
302
Ameritas Advisory Services
Nebraska
$21.7M +$7.43M +43,867 +52%
CPA
303
Compass Planning Associates
Massachusetts
$21.3M +$21.3M +125,830 New
GRP
304
Global Retirement Partners
California
$21.2M +$124K +735 +0.6%
EA
305
Evolution Advisers
Virginia
$21.2M +$336K +1,982 +2%
AWMNH
306
Arcadia Wealth Management (New Hampshire)
New Hampshire
$21.1M +$614K +3,628 +3%
FPB
307
First PREMIER Bank
South Dakota
$21M +$406K +2,396 +2%
ECM
308
Evergreen Capital Management
Washington
$20.9M +$4.39M +25,921 +27%
CF
309
Copperwynd Financial
Arizona
$20.7M +$1.14M +6,724 +6%
2L
310
25 LLC
Missouri
$20.6M +$727K +4,297 +4%
GSWM
311
Greenup Street Wealth Management
Michigan
$20.6M +$4.56M +26,963 +28%
DSA
312
Droms Strauss Advisors
Missouri
$20.6M -$108K -640 -0.5%
MAG
313
Members Advisory Group
New York
$20.4M +$18.7M +110,348 +1,071%
LGA
314
Lebenthal Global Advisors
New York
$20.4M -$508 -3 -0%
IAA
315
Independent Advisor Alliance
North Carolina
$20.4M +$17.3M +101,991 +557%
VVP
316
Venture Visionary Partners
Ohio
$20.3M -$169K -996 -0.8%
SWM
317
Spire Wealth Management
Virginia
$20.3M +$280K +1,651 +1%
BWM
318
Benchmark Wealth Management
Connecticut
$20.3M -$180K -1,062 -0.9%
CPIG
319
Chicago Partners Investment Group
Illinois
$20.2M -$270K -1,587 -1%
EF
320
Elite Financial
Idaho
$20.2M +$20.2M +119,308 New
SPA
321
Shore Point Advisors
New Jersey
$20.2M +$340K +2,009 +2%
HWAM
322
Hennion & Walsh Asset Management
New Jersey
$20.1M +$20.1M +118,596 New
FHA
323
First Horizon Advisors
Tennessee
$20M +$567K +3,352 +3%
HWA
324
Heartwood Wealth Advisors
Virginia
$19.9M -$93.1K -550 -0.5%
VC
325
Veery Capital
Delaware
$19.8M +$265K +1,566 +1%
11 12
13
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