VTV icon

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 %
TCA
451
Transcend Capital Advisors
New Jersey
$10.1M -$1.55M -9,503 -13%
CBFP
452
Cedar Brook Financial Partners
Ohio
$10M -$191K -1,170 -2%
MCA
453
Maryland Capital Advisors
Maryland
$10M -$163K -998 -2%
TIM
454
Tortoise Investment Management
New York
$9.96M +$634K +3,894 +7%
EA
455
Emerald Advisors
Washington
$9.94M +$282K +1,731 +3%
PI
456
PFG Investments
New York
$9.86M +$8.3M +50,960 +532%
LPAM
457
Lodestar Private Asset Management
California
$9.85M -$20.4K -125 -0.2%
5SA
458
5th Street Advisors
Connecticut
$9.78M +$891K +5,473 +10%
AWM
459
Avior Wealth Management
Nebraska
$9.71M -$548K -3,362 -5%
IGWM
460
ICA Group Wealth Management
Colorado
$9.63M -$364K -2,238 -4%
BCM
461
BTC Capital Management
Iowa
$9.63M +$9.63M +59,125 New
CIC
462
Cutler Investment Counsel
Oregon
$9.55M -$506K -3,110 -5%
VBWMG
463
Von Berge Wealth Management Group
California
$9.45M +$712K +4,371 +8%
KCM
464
Kathmere Capital Management
Pennsylvania
$9.44M +$1.25M +7,699 +15%
CFO
465
Collective Family Office
Pennsylvania
$9.41M -$297K -1,823 -3%
LSIA
466
LaSalle St. Investment Advisors
Illinois
$9.34M +$456K +2,799 +5%
ZF
467
Zhang Financial
Michigan
$9.31M -$325K -1,995 -3%
OCPWS
468
One Charles Private Wealth Services
Massachusetts
$9.3M +$132K +808 +1%
CB
469
Commerce Bank
Missouri
$9.23M +$495K +3,038 +6%
HWA
470
Heritage Wealth Advisors
Virginia
$9.21M -$33.4K -205 -0.4%
SIAM
471
Sterling Investment Advisors (Missouri)
Missouri
$9.21M +$721K +4,430 +8%
SFP
472
Sandbox Financial Partners
Maryland
$9.19M +$58.1K +357 +0.6%
WP
473
WealthShield Partners
North Carolina
$9.18M -$554K -3,399 -6%
HWM
474
HB Wealth Management
Georgia
$9.17M +$164K +1,010 +2%
VA
475
Valmark Advisers
Ohio
$9.1M +$720K +4,423 +9%
17 18
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