VTV icon

Vanguard Value ETF
VTV

Overview Fund Activity

2,337 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, 701 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,337
Holders Change
+213
Holders Change %
+10.03%
% 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
701
Closed
76
Calls
$90.5M
Puts
$15.7M
Net Calls
+$74.9M
Net Calls Change
-$43.4M

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$48.5B
2
Bank of America
2
Bank of America
North Carolina
$20.4B
3
Morgan Stanley
3
Morgan Stanley
New York
$5.23B
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$9.12B
5
LNC
5
Lincoln National Corp
Pennsylvania
$239M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$2.12M
2
PCIG
2
Partners Capital Investment Group
Massachusetts
$136M
3
Jane Street
3
Jane Street
New York
$6.92M
4
JSTA
4
Japan Science & Technology Agency
Japan
$60.5M
5
Betterment LLC
5
Betterment LLC
New York
$922M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$553M +$42.7M +252,433 +8%
AAS
27
Avantax Advisory Services
Texas
$533M +$40.2M +237,491 +8%
Truist Financial
28
Truist Financial
North Carolina
$508M -$2.56M -15,135 -0.5%
CM
29
Churchill Management
California
$434M +$8.1M +47,867 +2%
EWA
30
EP Wealth Advisors
California
$420M -$44M -260,166 -9%
HighTower Advisors
31
HighTower Advisors
Illinois
$415M +$29.4M +173,681 +8%
PPFA
32
Provida Pension Fund Administrator
Chile
$411M +$80.4M +475,245 +24%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$396M +$14M +82,865 +4%
MWM
34
Mission Wealth Management
California
$377M +$4.61M +27,237 +1%
CL
35
Choreo LLC
Illinois
$366M +$9.3M +54,907 +3%
Members Trust
36
Members Trust
Florida
$342M -$8.11M -47,876 -2%
CIAS
37
CBIZ Investment Advisory Services
Ohio
$333M +$12.7M +74,958 +4%
Osaic Holdings
38
Osaic Holdings
Arizona
$325M +$39.3M +244,174 +14%
RBA
39
Richard Bernstein Advisors
New York
$319M +$46.4M +273,995 +17%
FWI
40
Facet Wealth Inc
Maryland
$298M +$12M +68,046 +4%
BlackRock
41
BlackRock
New York
$295M +$182M +1,076,020 +162%
PLFA
42
Pacific Life Fund Advisors
California
$292M -$13.1M -77,117 -4%
MGIA
43
Moneta Group Investment Advisors
Missouri
$290M +$22.1M +130,744 +8%
AssetMark Inc
44
AssetMark Inc
California
$280M +$2.75M +16,256 +1%
Charles Schwab
45
Charles Schwab
California
$278M -$17.1M -100,892 -6%
MWM
46
Modera Wealth Management
New Jersey
$276M +$21M +124,264 +8%
MML Investors Services
47
MML Investors Services
Massachusetts
$245M -$1.86M -11,014 -0.8%
Stifel Financial
48
Stifel Financial
Missouri
$244M +$7.57M +44,696 +3%
SCM
49
SCS Capital Management
Massachusetts
$240M -$2.11M -12,491 -0.9%
LNC
50
Lincoln National Corp
Pennsylvania
$239M +$239M +1,412,648 New
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