VTV icon

Vanguard Value ETF
VTV

Overview Fund Activity

2,338 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, 702 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,338
Holders Change
+214
Holders Change %
+10.08%
% 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
702
Closed
76
Calls
$90.5M
Puts
$15.7M
Net Calls
+$74.9M
Net Calls Change
-$43.4M

Top Buyers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$830M
2
Bank of America
Bank of America
North Carolina
+$331M
3
Morgan Stanley
Morgan Stanley
New York
+$308M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$283M
5
LNC
Lincoln National Corp
Pennsylvania
+$239M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$3.43B
2
PCIG
Partners Capital Investment Group
Massachusetts
-$91.8M
3
Jane Street
Jane Street
New York
-$77.1M
4
JSTA
Japan Science & Technology Agency
Japan
-$73.7M
5
Betterment LLC
Betterment LLC
New York
-$57.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
RMAM
501
Raab & Moskowitz Asset Management
New Jersey
$9.55M +$313K +1,847 +3%
KNFPWM
502
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$9.45M -$54.3K -321 -0.6%
SIAM
503
Sterling Investment Advisors (Missouri)
Missouri
$9.42M -$221K -1,307 -2%
KWM
504
Kingsview Wealth Management
Oregon
$9.4M +$1.24M +7,332 +15%
SC
505
Sapient Capital
Indiana
$9.39M +$1.18M +6,962 +14%
PIAS
506
PCA Investment Advisory Services
Ohio
$9.38M +$138K +817 +1%
WS
507
Wedbush Securities
California
$9.38M +$2.23M +13,195 +31%
Qube Research & Technologies (QRT)
508
Qube Research & Technologies (QRT)
United Kingdom
$9.35M +$864K +5,102 +10%
VIA
509
Vantagepoint Investment Advisers
District of Columbia
$9.31M -$6.15M -36,300 -40%
LFS
510
Lutz Financial Services
Nebraska
$9.27M +$129K +764 +1%
CWM
511
Cranbrook Wealth Management
Michigan
$9.27M -$11.7K -69 -0.1%
HFS
512
Hoge Financial Services
Pennsylvania
$9.27M +$484K +2,859 +6%
OCM
513
Orser Capital Management
Texas
$9.26M +$943K +5,571 +11%
IWS
514
Integrity Wealth Solutions
Colorado
$9.19M +$111K +658 +1%
BDF
515
Black Diamond Financial
Maryland
$9.18M +$132K +782 +1%
CWM
516
Cornerstone Wealth Management
Missouri
$9.11M +$116K +686 +1%
BSHC
517
Breed's Hill Capital
Massachusetts
$9.08M – – –
FAIM
518
Financial Advocates Investment Management
Washington
$9.04M +$415K +2,453 +5%
CTC
519
Central Trust Company
Missouri
$9.04M -$2.67M -15,745 -23%
BBA
520
BLB&B Advisors
Pennsylvania
$9.02M -$167K -987 -2%
PWP
521
PrairieView Wealth Partners
Illinois
$8.97M -$57.1K -337 -0.6%
MIS
522
Morningstar Investment Services
Illinois
$8.92M -$53.6M -316,599 -86%
CFA
523
CWS Financial Advisors
Michigan
$8.92M +$715K +4,221 +9%
FPWM
524
Five Pine Wealth Management
Idaho
$8.9M +$8.9M +52,543 New
NFG
525
Nations Financial Group
Iowa
$8.84M -$5.14M -30,334 -37%
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