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 %
SCA
326
STALEY CAPITAL ADVISERS
Pennsylvania
$19.7M +$107K +632 +0.5%
CWM
327
Congress Wealth Management
Massachusetts
$19.3M +$161K +950 +0.8%
VWM
328
Valley Wealth Managers
New Jersey
$19.2M +$941K +5,557 +5%
4WM
329
49 Wealth Management
Texas
$19.1M -$7.68M -45,355 -29%
MWM
330
Meridian Wealth Management
Kentucky
$19.1M +$734K +4,335 +4%
Bank of Montreal
331
Bank of Montreal
Ontario, Canada
$18.9M +$143K +844 +0.8%
TC
332
Tenret Company
Florida
$18.9M +$688K +4,066 +4%
SHWM
333
Smith & Howard Wealth Management
Georgia
$18.9M +$209K +1,232 +1%
GFG
334
Goldstone Financial Group
Illinois
$18.8M +$1.7M +10,015 +10%
FFG
335
Frisch Financial Group
New York
$18.8M -$3.53M -20,840 -16%
NJIM
336
Nabity-Jensen Investment Management
Nebraska
$18.7M -$28.1K -166 -0.1%
SWP
337
Stratos Wealth Partners
Ohio
$18.6M +$1.19M +7,008 +7%
MA
338
Mutual Advisors
Nebraska
$18.5M -$1.41M -8,095 -7%
MMPW
339
Mitchell McLeod Pugh & Williams
Alabama
$18.5M +$1.4M +8,297 +8%
FCM
340
Firestone Capital Management
Florida
$18.5M +$215K +1,272 +1%
TDWM
341
Topel & Distasi Wealth Management
California
$18.4M +$162K +958 +0.9%
WFA
342
Wellspring Financial Advisors
Ohio
$18.4M -$30.6K -1,568 -0.2%
MFGP
343
Marshall Financial Group (Pennsylvania)
Pennsylvania
$17.8M -$421K -2,485 -2%
RWRC
344
R.W. Roge & Company
New York
$17.8M +$1.29M +7,605 +8%
WLIM
345
White Lighthouse Investment Management
Massachusetts
$17.7M +$586K +3,459 +3%
RA
346
RFG Advisory
Alabama
$17.6M -$402K -2,377 -2%
BWM
347
Boyd Wealth Management
California
$17.5M +$3.01M +17,754 +21%
BF
348
BOK Financial
Oklahoma
$17.5M +$3.85M +22,967 +28%
HWM
349
Hemington Wealth Management
Virginia
$17.1M -$732K -4,323 -4%
SFG
350
Sovereign Financial Group
Connecticut
$17M +$753K +4,445 +5%
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