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 %
PA
501
Planning Alternatives
Michigan
$8.41M -$32.6K -200 -0.4%
MLRA
502
Main Line Retirement Advisors
Montana
$8.38M +$506K +3,107 +6%
FAIM
503
Financial Advocates Investment Management
Washington
$8.34M +$51.5K +315 +0.6%
CFGS
504
Concourse Financial Group Securities
Alabama
$8.33M -$402K -2,467 -5%
PWM
505
Perigon Wealth Management
California
$8.31M +$732K +4,496 +10%
NFP
506
NorthLanding Financial Partners
New York
$8.3M -$13.1M -80,694 -61%
RMAM
507
Raab & Moskowitz Asset Management
New Jersey
$8.28M +$1.15M +7,067 +16%
GCP
508
Gill Capital Partners
Colorado
$8.25M +$1.34M +8,562 +19%
IWS
509
Integrity Wealth Solutions
Colorado
$8.13M +$231K +1,419 +3%
GWM
510
Gray Wealth Management
Maine
$8.12M -$117K -718 -1%
PA
511
Pinnacle Associates
New York
$8.11M -$42.2K -259 -0.5%
HF
512
HRT Financial
New York
$8.1M +$8.1M +49,754 New
AM
513
AGF Management
Ontario, Canada
$8.07M -$121K -740 -1%
RPSA
514
Richard P. Slaughter Associates
Texas
$8.04M +$8.04M +49,364 New
NG
515
Northstar Group
New York
$8.03M +$268K +1,648 +3%
AFWM
516
Abich Financial Wealth Management
Virginia
$7.96M +$2.57M +15,759 +48%
HFS
517
Hoge Financial Services
Pennsylvania
$7.95M +$2.87M +17,607 +56%
CPRC
518
Consolidated Portfolio Review Corp
New York
$7.93M -$1.9M -11,651 -19%
NAS
519
Nicolet Advisory Services
Wisconsin
$7.9M -$499K -3,106 -6%
FFS
520
Founders Financial Securities
Maryland
$7.84M +$2.48M +15,208 +46%
FAM
521
Frontier Asset Management
Wyoming
$7.83M -$3.15M -19,368 -29%
ICP
522
Interchange Capital Partners
Pennsylvania
$7.83M +$333K +2,011 +4%
OW
523
Olistico Wealth
Oklahoma
$7.82M -$26.4K -162 -0.3%
CWM
524
Cornerstone Wealth Management
Missouri
$7.77M -$445K -2,730 -5%
SCM
525
Steele Capital Management
Iowa
$7.76M +$7.52M +46,202 +3,154%
19 20
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