We are live on ! Find out more
VTV icon

Vanguard Value ETF

2,138 hedge funds and large institutions have $89.4B invested in Vanguard Value ETF in 2024 Q3 according to their latest regulatory filings, with 161 funds opening new positions, 967 increasing their positions, 712 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more call options, than puts

Call options by funds: $165M | Put options by funds: $46.3M

182% more first-time investments, than exits

New positions opened: 161 | Existing positions closed: 57

36% more repeat investments, than reductions

Existing positions increased: 967 | Existing positions reduced: 712

11% more capital invested

Capital invested by funds: $80.9B → $89.4B (+$8.55B)

4% more funds holding

Funds holding: 2,0592,138 (+79)

4% more funds holding in top 10

Funds holding in top 10: 364377 (+13)

2.21% more ownership

Funds ownership: 70.34%72.56% (+2.2%)

Holders
2,138
Holders Change
+79
Holders Change %
+3.84%
% of All Funds
30.7%
Holding in Top 10
377
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+3.57%
% of All Funds
5.41%
New
161
Increased
967
Reduced
712
Closed
57
Calls
$165M
Puts
$46.3M
Net Calls
+$118M
Net Calls Change
-$13.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
401
Schwallier Wealth Management
Michigan
$13.8M +$784K +4,681 +6%
FFA
402
Farther Finance Advisors
California
$13.7M +$3.22M +19,224 +32%
LFP
403
Leeward Financial Partners
Washington
$13.6M +$122K +730 +0.9%
PSA
404
Plum Street Advisors
Louisiana
$13.3M +$147K +879 +1%
EGA
405
E&G Advisors
Texas
$13.1M -$4.69K -28 -0%
IA
406
IFG Advisory
Georgia
$13.1M +$303K +1,812 +2%
ACS
407
Archford Capital Strategies
Illinois
$13.1M +$436K +2,606 +4%
MAS
408
Madden Advisory Services
Florida
$13.1M +$562K +3,358 +5%
LI
409
Latigo Investments
Florida
$13.1M -$167 -1 -0%
NRI
410
NFP Retirement Inc
California
$13.1M -$400K -2,390 -3%
SW
411
SlateStone Wealth
Florida
$13.1M -$209K -1,248 -2%
RPGK
412
Retirement Planning Group (Kansas)
Kansas
$13M +$2.35M +14,026 +23%
Mirae Asset Global Investments
413
Mirae Asset Global Investments
South Korea
$13M +$1.26M +7,500 +11%
TGAM
414
TBH Global Asset Management
Tennessee
$12.9M -$1.11M -6,612 -8%
CFSG
415
Clark Financial Services Group
Missouri
$12.9M +$473K +2,826 +4%
SW
416
SteelPeak Wealth
California
$12.9M +$12.3M +73,619 New
ORL
417
Oak Root LLC
California
$12.8M -$96.1K -574 -0.8%
SFS
418
Sowell Financial Services
Arkansas
$12.8M -$538K -3,216 -4%
VA
419
Valmark Advisers
Ohio
$12.8M +$2.2M +13,144 +22%
AWM
420
AE Wealth Management
Kansas
$12.7M -$4.22M -25,218 -26%
WAM
421
Worth Asset Management
Texas
$12.6M +$1.5M +8,968 +14%
TA
422
TKG Advisors
Indiana
$12.5M +$2.06M +12,317 +21%
RI
423
Rinkey Investments
California
$12.5M +$12M +71,545 New
TIM
424
Tortoise Investment Management
New York
$12.4M +$910K +5,437 +8%
FAP
425
Financial Advisory Partners
Florida
$12.4M +$260K +1,552 +2%

VTV Hedge Fund Activity: Q3 2024 in Review

2,138 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard Value ETF (VTV) for Q3 2024, worth a combined $89.4B — up 11% from $80.9B a quarter earlier.

Buyers outnumbered sellers: 161 funds opened new VTV positions and 57 closed out — a net gain of 104 holders — while 967 added to existing stakes and 712 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $3.4B. The largest seller was Strategic Financial Concepts, cutting an estimated $447M.

  • 2,138 institutional investors held Vanguard Value ETF (VTV) as of Q3 2024, up from 2,059 in Q2 2024.
  • Funds reported $89.4B of Vanguard Value ETF stock for Q3 2024, up 11% quarter-over-quarter.
  • 161 funds opened new Vanguard Value ETF positions in Q3 2024 and 57 closed out, a net change of +104 holders.
  • The largest Vanguard Value ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $3.4B added.
  • The largest Vanguard Value ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $447M sold.

Based on aggregated 13F filings for Q3 2024.