We are live on ! Find out more
VTV icon

Vanguard Value ETF

2,059 hedge funds and large institutions have $80.9B invested in Vanguard Value ETF in 2024 Q2 according to their latest regulatory filings, with 136 funds opening new positions, 840 increasing their positions, 745 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,367% more call options, than puts

Call options by funds: $137M | Put options by funds: $5.57M

30% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 105

13% more repeat investments, than reductions

Existing positions increased: 840 | Existing positions reduced: 745

0.81% more ownership

Funds ownership: 69.54%70.34% (+0.81%)

1% more capital invested

Capital invested by funds: $80.5B → $80.9B (+$418M)

0% more funds holding

Funds holding: 2,0572,059 (+2)

5% less funds holding in top 10

Funds holding in top 10: 385364 (-21)

Holders
2,059
Holders Change
+2
Holders Change %
+0.1%
% of All Funds
29.74%
Holding in Top 10
364
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-5.45%
% of All Funds
5.26%
New
136
Increased
840
Reduced
745
Closed
105
Calls
$137M
Puts
$5.57M
Net Calls
+$132M
Net Calls Change
+$94.3M
Name Holding Trade Value Shares
Change
Change in
Stake
GFG
351
Goldstone Financial Group
Illinois
$14.9M +$1.45M +9,097 +11%
CA
352
Cresta Advisors
Texas
$14.8M -$133K -835 -0.9%
FPAS
353
Focus Partners Advisor Solutions
Missouri
$14.8M +$4.21M +26,311 +40%
MMPW
354
Mitchell McLeod Pugh & Williams
Alabama
$14.7M +$2.05M +12,796 +16%
RWRC
355
R.W. Roge & Company
New York
$14.7M +$487K +3,048 +3%
SSW
356
Stone Summit Wealth
Florida
$14.6M +$265K +1,660 +2%
BFS
357
Bare Financial Services
Pennsylvania
$14.5M +$10.3M +64,162 +292%
ABC
358
Associated Banc-Corp
Wisconsin
$14.5M -$330K -2,062 -2%
SFG
359
Sovereign Financial Group
Connecticut
$14.5M +$1.15M +7,171 +9%
GSIS
360
Global Strategic Investment Solutions
Arizona
$14.4M
CWA
361
CJM Wealth Advisers
Virginia
$14.4M +$300K +1,875 +2%
AL
362
Aspiriant LLC
California
$14.4M +$632K +3,952 +5%
PFA
363
Pure Financial Advisors
California
$14.3M +$438K +2,738 +3%
GSWM
364
Greenup Street Wealth Management
Michigan
$14.1M -$581K -3,635 -4%
UB
365
UMB Bank
Missouri
$14M +$502K +3,140 +4%
SCM
366
SOL Capital Management
Maryland
$14M +$575K +3,600 +4%
RF
367
Robinswood Financial
Washington
$13.9M +$737K +4,611 +6%
PWP
368
PrairieView Wealth Partners
Illinois
$13.9M +$209K +1,309 +2%
OPPS
369
Obsidian Personal Planning Solutions
Maryland
$13.8M +$620K +3,877 +5%
PAS
370
Park Avenue Securities
New York
$13.7M +$603K +3,774 +5%
IG
371
ING Group
Netherlands
$13.6M +$13.1M +81,651 +2,407%
SL
372
Systelligence LLC
Minnesota
$13.6M +$13.6M +85,033 New
Pathstone Holdings
373
Pathstone Holdings
New Jersey
$13.6M -$1.08M -6,769 -7%
FNBOO
374
First National Bank of Omaha
Nebraska
$13.5M +$99.9K +625 +0.7%
GAM
375
Gemmer Asset Management
California
$13.4M +$242K +1,513 +2%

VTV Hedge Fund Activity: Q2 2024 in Review

2,059 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard Value ETF (VTV) for Q2 2024, worth a combined $80.9B — up 0.52% from $80.5B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new VTV positions and 105 closed out — a net gain of 31 holders — while 840 added to existing stakes and 745 trimmed.

The largest buyer was Bank of America, adding an estimated $545M. The largest seller was Employees Retirement Fund of the City of Fort Worth, exiting entirely with an estimated $151M sold.

  • 2,059 institutional investors held Vanguard Value ETF (VTV) as of Q2 2024, up from 2,057 in Q1 2024.
  • Funds reported $80.9B of Vanguard Value ETF stock for Q2 2024, up 0.52% quarter-over-quarter.
  • 136 funds opened new Vanguard Value ETF positions in Q2 2024 and 105 closed out, a net change of +31 holders.
  • The largest Vanguard Value ETF buyer in Q2 2024 was Bank of America, an estimated $545M added.
  • The largest Vanguard Value ETF seller in Q2 2024 was Employees Retirement Fund of the City of Fort Worth, an estimated $151M sold.

Based on aggregated 13F filings for Q2 2024.