VTV icon

Vanguard Value ETF
VTV

Overview Fund Activity

2,044 hedge funds and large institutions have $80.8B invested in Vanguard Value ETF in 2024 Q2 according to their latest regulatory filings, with 135 funds opening new positions, 835 increasing their positions, 740 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,044
Holders Change
-1
Holders Change %
-0.05%
% of All Funds
29.73%
Holding in Top 10
362
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-5.48%
% of All Funds
5.26%
New
135
Increased
835
Reduced
740
Closed
105
Calls
$137M
Puts
$5.57M
Net Calls
+$132M
Net Calls Change
+$94.3M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$547M
2
AA
Axiom Advisory
California
+$535M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$298M
4
CA
Clearstead Advisors
Ohio
+$95.8M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$86.6M

Top Sellers

1
ERFOTCOFW
Employees Retirement Fund of the City of Fort Worth
Texas
-$151M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$149M
3
TODC
Trustees of Dartmouth College
New Hampshire
-$120M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$91.5M
5
Betterment LLC
Betterment LLC
New York
-$84.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
376
Cambridge Associates
Massachusetts
$13M +$6.57M +40,959 +102%
TGAM
377
TBH Global Asset Management
Tennessee
$12.9M -$5.14M -32,027 -28%
BCG
378
Breakwater Capital Group
New Jersey
$12.8M +$398K +2,484 +3%
FUBT
379
First United Bank & Trust
Maryland
$12.7M -$131K -814 -1%
BHB
380
Bank Hapoalim BM
Israel
$12.7M +$12.7M +79,000 New
EFS
381
Essex Financial Services
Connecticut
$12.6M +$1.56M +9,589 +14%
GWM
382
Greenhouse Wealth Management
Connecticut
$12.6M -$152K -945 -1%
KIM
383
Kestra Investment Management
Texas
$12.5M +$12.5M +78,206 New
TFA
384
Trinity Financial Advisors
Ohio
$12.5M -$1.6M -9,939 -11%
NRI
385
NFP Retirement Inc
California
$12.4M +$237K +1,478 +2%
SFS
386
Sowell Financial Services
Arkansas
$12.3M -$516K -3,197 -4%
LFP
387
Leeward Financial Partners
Washington
$12.3M -$202K -1,257 -2%
ATC
388
Advantage Trust Company
Kansas
$12.3M +$876K +5,463 +8%
SW
389
SlateStone Wealth
Florida
$12.2M -$258K -1,607 -2%
EIP
390
Ellis Investment Partners
Pennsylvania
$12.2M +$1.37M +8,547 +13%
BFG
391
Berger Financial Group
Minnesota
$12.1M -$3.24M -20,180 -21%
EGA
392
E&G Advisors
Texas
$12.1M -$134K -835 -1%
PSA
393
Plum Street Advisors
Louisiana
$12M -$141K -879 -1%
LI
394
Latigo Investments
Florida
$12M – – –
SWM
395
Schwallier Wealth Management
Michigan
$11.9M -$7.06K -44 -0.1%
NFG
396
Nations Financial Group
Iowa
$11.9M +$429K +2,674 +4%
ORL
397
Oak Root LLC
California
$11.8M +$504K +3,143 +4%
BF
398
BOK Financial
Oklahoma
$11.8M +$783K +4,880 +7%
IA
399
IFG Advisory
Georgia
$11.8M +$307K +1,916 +3%
KPWG
400
KFA Private Wealth Group
Virginia
$11.7M -$3.6M -22,433 -24%
14 15
16
17 18