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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 %
RFP
551
RCS Financial Planning
Maryland
$6.91M +$5.54M +34,039 +406%
HIA
552
Harbor Investment Advisory
Maryland
$6.88M +$84.5K +519 +1%
Neuberger Berman Group
553
Neuberger Berman Group
New York
$6.88M -$187K -1,146 -3%
HF
554
Halpern Financial
Virginia
$6.85M +$676K +4,191 +11%
AA
555
Atmos Advisory
Pennsylvania
$6.83M -$472K -2,898 -6%
CFA
556
CWS Financial Advisors
Michigan
$6.82M +$170K +1,042 +3%
KA
557
Kovack Advisors
Florida
$6.78M -$208K -1,279 -3%
ML
558
Mayport LLC
Massachusetts
$6.77M +$1M +6,153 +17%
HWM
559
Hohimer Wealth Management
Washington
$6.76M +$65.3K +401 +1%
PWMG
560
Prestige Wealth Management Group
New Jersey
$6.7M +$6.69M +41,098 +136,993%
FM
561
Family Management
New York
$6.69M +$665K +4,082 +11%
HR
562
Hardy Reed
Mississippi
$6.69M +$2.17M +13,350 +48%
PS
563
Portfolio Strategies
New York
$6.69M +$6.69M +41,051 New
DFG
564
Delta Financial Group
New Jersey
$6.64M +$730K +4,484 +12%
FA
565
Flagstar Advisors
New York
$6.62M -$303K -1,860 -4%
FLA
566
Financial Life Advisors
Texas
$6.62M -$186K -1,142 -3%
BFEC
567
Benjamin F. Edwards & Company
Missouri
$6.57M +$42K +258 +0.6%
IAG
568
Investment Advisory Group
Massachusetts
$6.56M +$32.9K +202 +0.5%
BAM
569
Beaumont Asset Management
Texas
$6.56M -$1.33M -8,166 -17%
BJL
570
Brighton Jones LLC
Washington
$6.55M -$129K -793 -2%
CA
571
Cambridge Associates
Massachusetts
$6.54M -$10.2M -62,875 -61%
SB
572
Simmons Bank
Arkansas
$6.53M +$48.7K +299 +0.8%
CPA
573
Cardiff Park Advisors
California
$6.49M +$152K +934 +2%
FFP
574
Forbes Financial Planning
Rhode Island
$6.46M +$58.5K +359 +0.9%
PVI
575
Pine Valley Investments
New Jersey
$6.46M -$68.6K -421 -1%
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