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Vanguard Value ETF
VTV

Overview Fund Activity

2,124 hedge funds and large institutions have $89.4B invested in Vanguard Value ETF in 2024 Q3 according to their latest regulatory filings, with 162 funds opening new positions, 960 increasing their positions, 708 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,124
Holders Change
+80
Holders Change %
+3.91%
% of All Funds
30.73%
Holding in Top 10
374
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+3.31%
% of All Funds
5.41%
New
162
Increased
960
Reduced
708
Closed
57
Calls
$165M
Puts
$46.3M
Net Calls
+$118M
Net Calls Change
-$13.5M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$20.7B
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$9.08B
3
Kovitz Investment Group Partners
3
Kovitz Investment Group Partners
Illinois
$195M
4
JSTA
4
Japan Science & Technology Agency
Japan
$138M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$823M

Top Sellers

1
SFC
1
Strategic Financial Concepts
Texas
$2.88M
2
PC
2
Permanens Capital
New York
$127M
3
Goldman Sachs
3
Goldman Sachs
New York
$583M
4
SW
4
Simplicity Wealth
New Jersey
$964K
5
Charles Schwab
5
Charles Schwab
California
$305M
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
26
Truist Financial
North Carolina
$526M -$12.2M -70,034 -2%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$526M +$17.2M +98,345 +3%
AAS
28
Avantax Advisory Services
Texas
$508M +$39.7M +227,185 +8%
EWA
29
EP Wealth Advisors
California
$479M +$26.3M +150,528 +6%
CM
30
Churchill Management
California
$439M +$3.78M +21,634 +0.9%
HighTower Advisors
31
HighTower Advisors
Illinois
$398M +$11.2M +64,327 +3%
RJA
32
Raymond James & Associates
Florida
$395M -$50.4M -288,496 -11%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$393M +$253K +1,447 +0.1%
MWM
34
Mission Wealth Management
California
$384M +$14.6M +83,846 +4%
CL
35
Choreo LLC
Illinois
$367M +$14.3M +81,860 +4%
Members Trust
36
Members Trust
Florida
$361M -$36.1M -207,038 -9%
PPFA
37
Provida Pension Fund Administrator
Chile
$341M -$13M -74,470 -4%
CIAS
38
CBIZ Investment Advisory Services
Ohio
$331M +$1.41M +8,050 +0.4%
PLFA
39
Pacific Life Fund Advisors
California
$315M -$12M -68,500 -4%
Osaic Holdings
40
Osaic Holdings
Arizona
$310M -$5.46M -31,258 -2%
Charles Schwab
41
Charles Schwab
California
$305M -$96.2M -550,827 -24%
AssetMark Inc
42
AssetMark Inc
California
$286M -$7.07M -40,523 -2%
RBA
43
Richard Bernstein Advisors
New York
$281M -$9.52M -54,512 -3%
FWI
44
Facet Wealth Inc
Maryland
$279M +$12M +69,591 +4%
MGIA
45
Moneta Group Investment Advisors
Missouri
$277M +$13.6M +77,698 +5%
MWM
46
Modera Wealth Management
New Jersey
$263M +$14.7M +84,111 +6%
MML Investors Services
47
MML Investors Services
Massachusetts
$255M +$11.6M +66,432 +5%
SCM
48
SCS Capital Management
Massachusetts
$249M -$4.12M -23,579 -2%
Stifel Financial
49
Stifel Financial
Missouri
$243M +$11.4M +65,152 +5%
Baird Financial Group
50
Baird Financial Group
Wisconsin
$239M +$2.82M +16,160 +1%
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