VTV icon

Vanguard Value ETF
VTV

Overview Fund Activity

2,338 hedge funds and large institutions have $138B invested in Vanguard Value ETF in 2024 Q4 according to their latest regulatory filings, with 335 funds opening new positions, 997 increasing their positions, 702 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,338
Holders Change
+214
Holders Change %
+10.08%
% of All Funds
31.12%
Holding in Top 10
395
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+5.61%
% of All Funds
5.26%
New
335
Increased
997
Reduced
702
Closed
76
Calls
$90.5M
Puts
$15.7M
Net Calls
+$74.9M
Net Calls Change
-$43.4M

Top Buyers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$830M
2
Bank of America
Bank of America
North Carolina
+$331M
3
Morgan Stanley
Morgan Stanley
New York
+$308M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$283M
5
LNC
Lincoln National Corp
Pennsylvania
+$239M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$3.43B
2
PCIG
Partners Capital Investment Group
Massachusetts
-$91.8M
3
Jane Street
Jane Street
New York
-$77.1M
4
JSTA
Japan Science & Technology Agency
Japan
-$73.7M
5
Betterment LLC
Betterment LLC
New York
-$57.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
JBW
676
Journey Beyond Wealth
Georgia
$5.67M +$5.67M +33,513 New
GFG
677
Greystone Financial Group
Michigan
$5.64M +$1.17M +6,922 +26%
MWM
678
Marietta Wealth Management
Georgia
$5.62M +$124K +731 +2%
APG
679
Abacus Planning Group
South Carolina
$5.61M -$4.74K -28 -0.1%
OSAM
680
O'Shaughnessy Asset Management
Connecticut
$5.6M -$104K -617 -2%
USCWA
681
U.S. Capital Wealth Advisors
Texas
$5.57M +$426K +2,517 +8%
SPI
682
Santori & Peters Inc
Pennsylvania
$5.56M +$122K +720 +2%
FDW
683
Fourth Dimension Wealth
Ohio
$5.52M +$5.52M +32,631 New
CAG
684
Csenge Advisory Group
Florida
$5.52M -$1.25M -7,356 -18%
VWA
685
VSM Wealth Advisory
Maryland
$5.52M +$5.52M +32,585 New
RTL
686
Red Tortoise LLC
Georgia
$5.46M -$129K -764 -2%
BF
687
Bonfire Financial
Colorado
$5.45M +$5.45M +32,203 New
WTA
688
Washington Trust Advisors
Massachusetts
$5.44M -$20.3K -120 -0.4%
BST
689
Bath Savings Trust
Maine
$5.43M +$14.1K +83 +0.3%
YWS
690
Yarger Wealth Strategies
Ohio
$5.41M -$336K -1,984 -6%
WPWM
691
Windward Private Wealth Management
Kansas
$5.4M -$232K -1,369 -4%
CAL
692
Capital Advisors Ltd
Ohio
$5.38M +$67.4K +398 +1%
AWM
693
Accel Wealth Management
Iowa
$5.38M +$72.1K +426 +1%
OCM
694
One Capital Management
California
$5.37M +$641K +3,785 +14%
AWM
695
Aries Wealth Management
Maine
$5.36M +$1.26M +7,443 +31%
TYCC
696
Texas Yale Capital Corp
Florida
$5.32M -$112K -664 -2%
ALC
697
Alexander Labrunerie & Co
Missouri
$5.29M +$249K +1,473 +5%
SWA
698
Sax Wealth Advisors
New Jersey
$5.27M -$968K -5,717 -16%
ITB
699
Idaho Trust Bank
Idaho
$5.25M +$1.39M +8,235 +36%
RA
700
Riversedge Advisors
Delaware
$5.24M +$21.2K +125 +0.4%
26 27
28
29 30