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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 %
AG
401
Ascent Group
Virginia
$12.2M +$80.5K +494 +0.7%
LI
402
Latigo Investments
Florida
$12.2M – – –
Mirae Asset Global Investments
403
Mirae Asset Global Investments
South Korea
$12.1M -$407K -2,500 -3%
SWM
404
Schwallier Wealth Management
Michigan
$12.1M +$3M +18,404 +33%
CFM
405
Capricorn Fund Managers
United Kingdom
$12M +$12M +73,605 New
VWA
406
Visionary Wealth Advisors
Illinois
$11.8M -$635K -3,896 -5%
QCM
407
QRG Capital Management
Illinois
$11.8M +$464K +2,847 +4%
SWA
408
Sightline Wealth Advisors
Connecticut
$11.7M +$2.73M +16,738 +30%
NFG
409
Nations Financial Group
Iowa
$11.6M +$95.3K +585 +0.8%
IA
410
IFG Advisory
Georgia
$11.6M -$183K -1,121 -2%
ATC
411
Advantage Trust Company
Kansas
$11.6M +$1.96M +12,030 +20%
MAS
412
Madden Advisory Services
Florida
$11.5M -$149K -913 -1%
ORL
413
Oak Root LLC
California
$11.5M +$2.33M +14,307 +25%
WCM
414
Weaver Capital Management
Georgia
$11.4M +$3.26K +20 +0%
ACS
415
Archford Capital Strategies
Illinois
$11.3M -$4.03M -24,754 -26%
DWS
416
Dynamic Wealth Strategies
California
$11.3M -$253K -1,555 -2%
BWM
417
Boyd Wealth Management
California
$11.3M -$5.09M -31,284 -31%
AWA
418
Arkadios Wealth Advisors
Georgia
$11.3M +$2.99M +18,384 +36%
BF
419
BOK Financial
Oklahoma
$11.2M +$2.52M +15,528 +29%
SF
420
SWP Financial
California
$11.2M +$564K +3,474 +5%
BGAI
421
Bruce G. Allen Investments
Colorado
$11.1M -$305K -1,873 -3%
SPC
422
Sigma Planning Corp
Michigan
$11M +$5.47M +33,569 +98%
FFA
423
Farther Finance Advisors
California
$11M +$129K +794 +1%
EFS
424
Essex Financial Services
Connecticut
$11M +$656K +4,025 +6%
EIP
425
Ellis Investment Partners
Pennsylvania
$11M +$318K +1,952 +3%
15 16
17
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