VTV icon

Vanguard Value ETF
VTV

Overview Fund Activity

2,338 hedge funds and large institutions have $138B invested in Vanguard Value ETF in 2024 Q4 according to their latest regulatory filings, with 335 funds opening new positions, 997 increasing their positions, 702 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,338
Holders Change
+214
Holders Change %
+10.08%
% of All Funds
31.12%
Holding in Top 10
395
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+5.61%
% of All Funds
5.26%
New
335
Increased
997
Reduced
702
Closed
76
Calls
$90.5M
Puts
$15.7M
Net Calls
+$74.9M
Net Calls Change
-$43.4M

Top Buyers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$830M
2
Bank of America
Bank of America
North Carolina
+$331M
3
Morgan Stanley
Morgan Stanley
New York
+$308M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$283M
5
LNC
Lincoln National Corp
Pennsylvania
+$239M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$3.43B
2
PCIG
Partners Capital Investment Group
Massachusetts
-$91.8M
3
Jane Street
Jane Street
New York
-$77.1M
4
JSTA
Japan Science & Technology Agency
Japan
-$73.7M
5
Betterment LLC
Betterment LLC
New York
-$57.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWA
426
Outlook Wealth Advisors
Texas
$11.9M +$332K +1,960 +3%
EFG
427
Everhart Financial Group
Ohio
$11.9M +$1.3M +7,669 +12%
VWA
428
Visionary Wealth Advisors
Illinois
$11.9M +$308K +1,820 +3%
HB
429
Horizon Bancorp
Indiana
$11.8M +$131K +775 +1%
WCM
430
Weaver Capital Management
Georgia
$11.8M -$284K -1,677 -2%
WP
431
WealthShield Partners
North Carolina
$11.8M +$2M +11,838 +21%
HI
432
Harbour Investments
Wisconsin
$11.7M +$717K +4,235 +7%
SAI
433
Savvy Advisors Inc
New York
$11.7M +$1.58M +9,362 +16%
CM
434
Cercano Management
Washington
$11.7M – – –
LSIA
435
LaSalle St. Investment Advisors
Illinois
$11.7M +$539K +3,186 +5%
DPI
436
Diversified Portfolios Inc
Michigan
$11.7M +$204K +1,204 +2%
SPC
437
Sigma Planning Corp
Michigan
$11.6M +$98.2K +580 +0.9%
AA
438
AJ Advisors
Tennessee
$11.6M +$208K +1,229 +2%
VA
439
Valmark Advisers
Ohio
$11.6M -$791K -4,675 -6%
GCP
440
Gill Capital Partners
Colorado
$11.6M +$654K +3,863 +6%
BGAI
441
Bruce G. Allen Investments
Colorado
$11.6M +$349K +2,061 +3%
GBT
442
Grove Bank & Trust
Florida
$11.6M +$544K +3,216 +5%
ORL
443
Oak Root LLC
California
$11.6M -$848K -5,008 -7%
SCM
444
Steele Capital Management
Iowa
$11.5M +$1.11M +6,558 +11%
AP
445
Americana Partners
Texas
$11.5M +$244K +1,439 +2%
KCM
446
Kathmere Capital Management
Pennsylvania
$11.5M +$298K +1,760 +3%
DWS
447
Dynamic Wealth Strategies
California
$11.4M -$1.19K -7 -0%
SF
448
SWP Financial
California
$11.4M -$3.16M -18,650 -22%
SFB
449
STAR Financial Bank
Indiana
$11.4M +$1.67M +9,875 +17%
RPSA
450
Richard P. Slaughter Associates
Texas
$11.3M +$183K +1,079 +2%
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