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 %
VIA
601
Vantagepoint Investment Advisers
District of Columbia
$5.91M – – –
PG
602
Prostatis Group
Maryland
$5.9M +$3.7M +22,738 +169%
OIA
603
OneDigital Investment Advisors
Kansas
$5.88M -$87.9K -540 -1%
FCB
604
First County Bank
Connecticut
$5.84M +$2.64M +16,211 +82%
CF
605
Centaurus Financial
California
$5.83M -$683K -4,193 -10%
AWP
606
Ascent Wealth Partners
New York
$5.79M -$264K -1,618 -4%
MAM
607
McLean Asset Management
Virginia
$5.77M -$452K -2,812 -7%
WPW
608
Watershed Private Wealth
Illinois
$5.76M +$4.84M +29,730 +525%
WPWM
609
Windward Private Wealth Management
Kansas
$5.75M -$162K -993 -3%
MPW
610
MGO Private Wealth
California
$5.74M +$162K +996 +3%
NF
611
Nikulski Financial
Iowa
$5.71M -$492K -3,020 -8%
APG
612
Abacus Planning Group
South Carolina
$5.65M -$990K -6,077 -15%
BWM
613
Benchmark Wealth Management
Connecticut
$5.64M +$469K +2,877 +9%
RFA
614
Register Financial Advisors
Georgia
$5.63M +$212K +1,302 +4%
FHA
615
Flagship Harbor Advisors
Massachusetts
$5.59M +$122K +750 +2%
USCWA
616
U.S. Capital Wealth Advisors
Texas
$5.58M -$1.64M -10,080 -23%
IIC
617
Integrated Investment Consultants
Michigan
$5.57M -$55K -338 -1%
GSC
618
G&S Capital
Colorado
$5.56M +$176K +1,081 +3%
RTL
619
Red Tortoise LLC
Georgia
$5.53M -$41.9K -257 -0.8%
OPCM
620
Osborne Partners Capital Management
California
$5.53M -$123K -754 -2%
VCA
621
Verdence Capital Advisors
Maryland
$5.49M +$125K +768 +2%
SJGA
622
Stephen J. Garry & Associates
New York
$5.48M -$1.13M -6,947 -17%
YWS
623
Yarger Wealth Strategies
Ohio
$5.47M -$3.11M -19,114 -36%
DB
624
Dravo Bay
Delaware
$5.43M +$653K +4,010 +14%
RA
625
Riversedge Advisors
Delaware
$5.38M +$28.5K +175 +0.5%
23 24
25
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