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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 %
AA
576
Ancora Advisors
Ohio
$6.44M -$3.08M -18,916 -32%
TA
577
TKG Advisors
Indiana
$6.31M +$298K +1,827 +5%
BFA
578
Beaumont Financial Advisors
Massachusetts
$6.27M -$50.3K -309 -0.8%
GIA
579
Gladstone Institutional Advisory
Florida
$6.27M -$885K -5,433 -12%
MSF
580
Mustard Seed Financial
Arkansas
$6.25M -$167K -1,024 -3%
VFA
581
Valeo Financial Advisors
Indiana
$6.22M -$218K -1,378 -3%
PA
582
Prism Advisors
California
$6.21M -$164K -1,006 -3%
SWA
583
Sax Wealth Advisors
New Jersey
$6.17M -$84.2K -517 -1%
CAG
584
Csenge Advisory Group
Florida
$6.16M +$415K +2,550 +7%
GWM
585
GoalFusion Wealth Management
Texas
$6.16M +$67.1K +412 +1%
MWA
586
Martel Wealth Advisors
Washington
$6.16M -$115K -709 -2%
ACA
587
Atlas Capital Advisors
Wyoming
$6.14M +$379K +2,330 +7%
RFS
588
Richardson Financial Services
Massachusetts
$6.1M +$1.36M +8,355 +29%
SSWM
589
Sheets Smith Wealth Management
North Carolina
$6.09M +$3.06M +18,761 +101%
SG
590
Sharper & Granite
California
$6.08M -$182K -1,133 -3%
RG
591
Retirement Group
California
$6.07M +$62.2K +382 +1%
PFM
592
Phillips Financial Management
Indiana
$6.07M -$32.1K -197 -0.5%
WGC
593
Watts Gwilliam & Co
Arizona
$6.07M +$6.07M +37,497 New
ACM
594
AlphaStar Capital Management
North Carolina
$6.07M -$2.07M -12,706 -25%
FC
595
Family CFO
California
$6.07M -$174K -1,069 -3%
TW
596
Traveka Wealth
California
$6.05M +$561K +3,445 +10%
CWM
597
Connecticut Wealth Management
Connecticut
$6.02M -$102K -625 -2%
HIA
598
HTG Investment Advisors
Connecticut
$6.02M +$1.24M +7,635 +26%
WTA
599
Washington Trust Advisors
Massachusetts
$5.96M -$725K -4,450 -11%
GWM
600
GSB Wealth Management
Connecticut
$5.91M -$378K -2,319 -6%
22 23
24
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