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 %
P
676
&Partners
Tennessee
$4.67M +$1.38M +8,934 +42%
FCI
677
Financial Counselors Inc
Kansas
$4.67M +$74.9K +460 +2%
First Manhattan
678
First Manhattan
New York
$4.57M -$306K -1,881 -6%
RJT
679
Raymond James Trust
Florida
$4.54M +$295K +1,814 +7%
MPW
680
MA Private Wealth
California
$4.54M -$26.4K -162 -0.6%
EA
681
Eudaimonia Advisors
Tennessee
$4.46M +$432K +2,652 +11%
DWT
682
Dorsey & Whitney Trust
South Dakota
$4.46M -$7K -43 -0.2%
IIA
683
IPG Investment Advisors
California
$4.46M +$5.7K +35 +0.1%
SWA
684
Stratos Wealth Advisors
Ohio
$4.45M -$205K -1,261 -4%
CGL
685
Clarius Group LLC
Washington
$4.43M +$326 +2 +0%
CWA
686
Cascade Wealth Advisors
Washington
$4.42M +$4.42M +28,308 New
WPC
687
Wedmont Private Capital
Pennsylvania
$4.41M -$201K -1,249 -4%
ES
688
Eagle Strategies
New York
$4.41M -$400K -2,457 -8%
BP
689
Ballentine Partners
Massachusetts
$4.4M +$320K +1,965 +8%
FWP
690
Family Wealth Partners
North Carolina
$4.39M -$544K -3,338 -11%
IAA
691
Independent Advisor Alliance
North Carolina
$4.36M -$4.03M -24,747 -48%
LIWM
692
Long Island Wealth Management
New York
$4.33M +$163 +1 +0%
RCAG
693
Rehmann Capital Advisory Group
Michigan
$4.33M -$113K -694 -3%
OSAM
694
O'Shaughnessy Asset Management
Connecticut
$4.32M +$613K +3,763 +17%
BC
695
Barrett & Company
Rhode Island
$4.3M +$33.1K +203 +0.8%
IP
696
Intellectus Partners
California
$4.3M +$111K +679 +3%
LFA
697
Laraway Financial Advisors
Minnesota
$4.28M +$50.3K +309 +1%
CIA
698
Compass Ion Advisors
Pennsylvania
$4.26M +$74.1K +455 +2%
CPW
699
Catalyst Private Wealth
California
$4.25M -$118K -727 -3%
TF
700
Theory Financial
Colorado
$4.25M -$228K -1,398 -5%
26 27
28
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