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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 %
PBF
326
Petix & Botte Financial
California
$18M +$17M +104,226 +1,710%
JWCA
327
J.W. Cole Advisors
Florida
$17.9M +$4M +24,554 +29%
SCA
328
STALEY CAPITAL ADVISERS
Pennsylvania
$17.6M -$7.33K -45 -0%
RA
329
RFG Advisory
Alabama
$17.6M -$433K -2,659 -2%
MFGP
330
Marshall Financial Group (Pennsylvania)
Pennsylvania
$17.5M +$218K +1,341 +1%
TDWM
331
Topel & Distasi Wealth Management
California
$17.5M -$20.4K -125 -0.1%
SHWM
332
Smith & Howard Wealth Management
Georgia
$17.5M -$647K -3,972 -4%
HP
333
Hilltop Partners
Indiana
$17.3M -$8.83M -54,227 -34%
H
334
HoyleCohen
California
$17.2M +$178K +1,095 +1%
Nomura Asset Management
335
Nomura Asset Management
Japan
$17.1M +$8.22M +50,500 +93%
FCM
336
Firestone Capital Management
Florida
$17M +$587K +3,606 +4%
LIG
337
Lokken Investment Group
Delaware
$17M +$917K +5,628 +6%
AFS
338
Annapolis Financial Services
Maryland
$16.9M -$548K -3,365 -3%
HIM
339
Hanlon Investment Management
New Jersey
$16.8M -$3.26K -20 -0%
APC
340
Aspire Private Capital
North Carolina
$16.7M +$488K +2,995 +3%
CWM
341
Congress Wealth Management
Massachusetts
$16.7M -$3.91K -24 -0%
TC
342
Tenret Company
Florida
$16.6M +$676K +4,151 +4%
CTWM
343
Cherry Tree Wealth Management
Minnesota
$16.5M -$136K -834 -0.8%
AWMNH
344
Arcadia Wealth Management (New Hampshire)
New Hampshire
$16.5M +$1.29M +7,956 +9%
BIA
345
Bell Investment Advisors
California
$16.4M -$214K -1,313 -1%
DAS
346
Dynamic Advisor Solutions
Arizona
$16.3M +$10.8M +66,184 +195%
Millennium Management
347
Millennium Management
New York
$16.2M +$10.5M +64,586 +187%
CF
348
Copperwynd Financial
Arizona
$15.7M +$758K +4,653 +5%
EF
349
Empowered Funds
Pennsylvania
$15.7M +$11.7M +72,133 +299%
CWAG
350
Compton Wealth Advisory Group
Virginia
$15.6M +$6.84K +42 +0%
12 13
14
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