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
29.65%
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
$18.2B
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$356M
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
$737M
5
Mariner
Mariner
Kansas
$635M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$4.71B
2
Betterment LLC
Betterment LLC
New York
$1.06B
3
Goldman Sachs
Goldman Sachs
New York
$662M
4
PCIG
Partners Capital Investment Group
Massachusetts
$201M
5
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$454M -$6.43M -39,501 -1%
EWA
27
EP Wealth Advisors
California
$416M +$2.95M +18,141 +0.7%
PPFA
28
Provida Pension Fund Administrator
Chile
$413M -$6.65M -40,810 -2%
RJA
29
Raymond James & Associates
Florida
$409M -$20M -122,674 -5%
CM
30
Churchill Management
California
$405M -$1.41M -8,628 -0.3%
Charles Schwab
31
Charles Schwab
California
$394M -$22.1M -135,860 -5%
Members Trust
32
Members Trust
Florida
$379M -$26.7M -163,742 -7%
AAS
33
Avantax Advisory Services
Texas
$370M +$20M +122,809 +6%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$356M +$229M +1,404,141 +180%
MWM
35
Mission Wealth Management
California
$343M +$29.1M +178,411 +9%
PC
36
Permanens Capital
New York
$335M +$91M +558,465 +37%
CL
37
Choreo LLC
Illinois
$311M +$21M +129,078 +7%
PLFA
38
Pacific Life Fund Advisors
California
$298M -$4.62M -28,353 -2%
HighTower Advisors
39
HighTower Advisors
Illinois
$292M -$2.48M -15,239 -0.8%
Osaic Holdings
40
Osaic Holdings
Arizona
$289M -$94.7M -581,554 -25%
RBA
41
Richard Bernstein Advisors
New York
$283M +$19.8M +121,645 +8%
AssetMark Inc
42
AssetMark Inc
California
$281M -$12M -73,548 -4%
MGIA
43
Moneta Group Investment Advisors
Missouri
$242M +$50.3M +308,638 +26%
SCM
44
SCS Capital Management
Massachusetts
$240M -$7.22M -44,318 -3%
CIAS
45
CBIZ Investment Advisory Services
Ohio
$229M +$7.13M +43,809 +3%
MWM
46
Modera Wealth Management
New Jersey
$226M +$11M +67,757 +5%
Baird Financial Group
47
Baird Financial Group
Wisconsin
$223M -$195K -1,197 -0.1%
UCFA
48
United Capital Financial Advisors
Texas
$221M -$10.9M -66,902 -5%
MML Investors Services
49
MML Investors Services
Massachusetts
$221M -$1.9M -11,677 -0.9%
FWI
50
Facet Wealth Inc
Maryland
$220M -$34.5M -216,947 -14%
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