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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 %
DPI
426
Diversified Portfolios Inc
Michigan
$10.9M +$87.6K +538 +0.8%
WCM
427
Windham Capital Management
Massachusetts
$10.9M -$1.13M -6,919 -9%
NB
428
NBT Bank
New York
$10.9M +$1.85M +11,365 +20%
FHA
429
First Horizon Advisors
Tennessee
$10.9M +$1.98M +12,150 +22%
AP
430
Americana Partners
Texas
$10.9M -$424K -2,602 -4%
CFSG
431
Clark Financial Services Group
Missouri
$10.8M +$63K +387 +0.6%
AA
432
Aire Advisors
California
$10.8M -$251K -1,539 -2%
AIS
433
American Investment Services
Massachusetts
$10.8M -$156K -956 -1%
RWI
434
Red Wave Investments
Pennsylvania
$10.8M -$13.2K -81 -0.1%
CA
435
CGN Advisors
Kansas
$10.8M +$743K +4,562 +7%
BBWP
436
Beacon Bridge Wealth Partners
Pennsylvania
$10.8M +$2.87M +17,649 +36%
FAP
437
Financial Advisory Partners
Florida
$10.7M -$1.43M -8,791 -12%
FPAS
438
Focus Partners Advisor Solutions
Missouri
$10.7M +$3.16M +19,403 +42%
EFG
439
Everhart Financial Group
Ohio
$10.7M +$980K +6,017 +10%
OWA
440
Outlook Wealth Advisors
Texas
$10.7M +$293K +1,800 +3%
SWM
441
Soundmark Wealth Management
Washington
$10.7M +$959K +5,887 +10%
AWM
442
AE Wealth Management
Kansas
$10.5M -$59.9M -367,852 -85%
RFG
443
REAP Financial Group
Texas
$10.5M -$270K -1,656 -3%
MAG
444
Mokosak Advisory Group
Iowa
$10.4M +$450K +2,761 +5%
CI
445
CX Institutional
Indiana
$10.4M +$858K +5,268 +9%
KFGK
446
Keystone Financial Group (Kentucky)
Kentucky
$10.4M -$273K -1,678 -3%
SCA
447
Snowden Capital Advisors
New York
$10.4M +$498K +3,060 +5%
AT
448
Arden Trust
Delaware
$10.4M +$192K +1,180 +2%
RPGK
449
Retirement Planning Group (Kansas)
Kansas
$10.3M +$8.37M +51,406 +443%
RPWA
450
Regent Peak Wealth Advisors
Georgia
$10.2M +$79.5K +488 +0.8%
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