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 %
WLIM
351
White Lighthouse Investment Management
Massachusetts
$15.6M +$425K +2,621 +3%
BFG
352
Berger Financial Group
Minnesota
$15.5M +$12.8M +78,732 +470%
KPWG
353
KFA Private Wealth Group
Virginia
$15.5M +$550K +3,376 +4%
WCA
354
Waypoint Capital Advisors
Minnesota
$15.4M +$3.2M +19,676 +26%
ECM
355
Evergreen Capital Management
Washington
$15.3M +$1.71M +10,500 +13%
FA
356
Fountainhead AM
New Jersey
$15.3M +$9.36M +57,482 +159%
CA
357
Cresta Advisors
Texas
$15.1M -$304K -1,868 -2%
AWS
358
Aspen Wealth Strategies
Colorado
$15.1M +$1.24M +7,610 +9%
ABC
359
Associated Banc-Corp
Wisconsin
$15M -$393K -2,413 -3%
Pathstone Holdings
360
Pathstone Holdings
New Jersey
$14.9M -$6.01M -36,906 -29%
GSWM
361
Greenup Street Wealth Management
Michigan
$14.9M -$2.28M -13,975 -13%
RWG
362
Ratio Wealth Group
Colorado
$14.7M +$506K +3,107 +4%
GSIS
363
Global Strategic Investment Solutions
Arizona
$14.7M +$33.7K +207 +0.2%
TCM
364
Towneley Capital Management
California
$14.7M -$98K -602 -0.7%
SSW
365
Stone Summit Wealth
Florida
$14.6M +$506K +3,107 +4%
CSIA
366
Conrad Siegel Investment Advisors
Pennsylvania
$14.5M -$5.13M -31,477 -26%
FNBOO
367
First National Bank of Omaha
Nebraska
$14.4M +$125K +725 +0.9%
RWRC
368
R.W. Roge & Company
New York
$14.4M +$2.03M +12,434 +16%
CWA
369
CJM Wealth Advisers
Virginia
$14.4M -$128K -787 -0.9%
TFA
370
Trinity Financial Advisors
Ohio
$14.2M -$2.15M -13,201 -13%
ME
371
McIlrath & Eck
Washington
$14.2M +$2.43M +14,920 +21%
MPCG
372
Matrix Private Capital Group
New York
$14.2M +$246K +1,508 +2%
PFA
373
Pure Financial Advisors
California
$14.1M -$207K -1,273 -1%
AL
374
Aspiriant LLC
California
$14M -$730K -4,484 -5%
EPM
375
Elm Partners Management
Pennsylvania
$14M +$911K +5,596 +7%
13 14
15
16 17