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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 %
EDRIA
526
Edmonds Duncan Registered Investment Advisors
Kansas
$7.75M +$11.7K +72 +0.2%
ECA
527
Elevated Capital Advisors
Utah
$7.75M +$342K +2,103 +5%
CWP
528
Cyndeo Wealth Partners
Florida
$7.71M -$891K -5,471 -10%
WAM
529
Weinberger Asset Management
California
$7.67M +$207K +1,270 +3%
PA
530
PFG Advisors
Arizona
$7.66M +$607K +3,725 +9%
MAG
531
Mayfair Advisory Group
Alabama
$7.61M +$1.37M +8,407 +22%
APP
532
Avantax Planning Partners
Iowa
$7.61M +$423K +2,597 +6%
PWAC
533
Private Wealth Advisors (California)
California
$7.6M -$779K -4,781 -9%
BDF
534
Black Diamond Financial
Maryland
$7.58M – – –
HB
535
Horizon Bancorp
Indiana
$7.54M +$85.3K +524 +1%
OC
536
Oppenheimer & Co
New York
$7.51M +$1.3M +7,964 +21%
CA
537
CoreCap Advisors
Michigan
$7.47M +$6.47M +39,713 +642%
SCP
538
Stevens Capital Partners
Nebraska
$7.4M -$6.68M -41,028 -47%
Lido Advisors
539
Lido Advisors
California
$7.34M -$2M -12,265 -21%
CCA
540
Cora Capital Advisors
New Jersey
$7.31M +$156K +957 +2%
SFM
541
Signet Financial Management
New Jersey
$7.19M +$163K +1,001 +2%
HP
542
Holistic Planning
Texas
$7.12M -$700K -4,299 -9%
GAM
543
Gotham Asset Management
New York
$7.11M +$303K +1,862 +4%
PCMC
544
Paragon Capital Management (Colorado)
Colorado
$7.11M +$49.8K +306 +0.7%
CF
545
Corrigan Financial
Rhode Island
$7.1M +$15.1K +93 +0.2%
FA
546
FF Advisors
California
$7.08M +$3.15M +19,328 +80%
EA
547
Eclectic Associates
California
$7.04M +$419K +2,572 +6%
E
548
ETFidea
New York
$7.03M -$753K -4,621 -10%
ACA
549
Ackerman Capital Advisors
Texas
$7.01M -$218K -1,338 -3%
WS
550
Wedbush Securities
California
$7M +$520K +3,196 +8%
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