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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 %
CG
651
Caprock Group
Idaho
$5M -$69.4K -426 -1%
SFWC
652
Strategic Family Wealth Counselors
New Jersey
$5M +$107K +659 +2%
LWM
653
LongView Wealth Management
Georgia
$5M +$211K +1,295 +4%
AWM
654
Accel Wealth Management
Iowa
$5M -$13.5K -83 -0.3%
FIA
655
Foundations Investment Advisors
Arizona
$4.99M +$1.09M +6,710 +28%
BWM
656
Birchcreek Wealth Management
Ohio
$4.94M +$128K +787 +3%
D
657
Dentgroup
Louisiana
$4.94M -$169K -1,035 -3%
OCG
658
Opus Capital Group
Ohio
$4.93M -$152K -934 -3%
LWM
659
Lodestone Wealth Management
Washington
$4.91M -$402K -2,470 -8%
LL
660
LPWM LLC
Minnesota
$4.89M +$91.5K +576 +2%
DWM
661
Defined Wealth Management
Oregon
$4.88M -$175K -1,077 -3%
CCWA
662
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.88M -$131M -801,377 -96%
FFA
663
Florida Financial Advisors
Florida
$4.82M +$132K +811 +3%
JWA
664
JFS Wealth Advisors
Pennsylvania
$4.82M – – –
AI
665
ArchPoint Investors
Florida
$4.8M +$4.8M +29,467 New
DT
666
Diversified Trust
Tennessee
$4.8M +$617K +3,787 +15%
NEWAS
667
N.E.W. Advisory Services
Wisconsin
$4.78M -$6.03K -37 -0.1%
MA
668
Montag & Associates
Georgia
$4.76M +$21.8K +134 +0.5%
ALC
669
Alexander Labrunerie & Co
Missouri
$4.76M +$4.76M +29,227 New
GLA
670
Good Life Advisors
Pennsylvania
$4.75M -$36.5K -224 -0.8%
FNBSF
671
First National Bank Sioux Falls
South Dakota
$4.75M +$493K +3,026 +12%
SC
672
Syon Capital
California
$4.74M -$4.84M -29,732 -51%
DIP
673
DT Investment Partners
Pennsylvania
$4.74M +$1.21M +7,450 +34%
WCM
674
Winthrop Capital Management
Indiana
$4.71M -$18.4K -113 -0.4%
SVWAG
675
Sound View Wealth Advisors Group
Georgia
$4.68M -$279K -1,712 -6%
25 26
27
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