VTV icon

Vanguard Value ETF
VTV

Overview Fund Activity

2,124 hedge funds and large institutions have $89.4B invested in Vanguard Value ETF in 2024 Q3 according to their latest regulatory filings, with 162 funds opening new positions, 960 increasing their positions, 708 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,124
Holders Change
+80
Holders Change %
+3.91%
% of All Funds
30.73%
Holding in Top 10
374
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+3.31%
% of All Funds
5.41%
New
162
Increased
960
Reduced
708
Closed
57
Calls
$165M
Puts
$46.3M
Net Calls
+$118M
Net Calls Change
-$13.5M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$20.7B
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$9.08B
3
Kovitz Investment Group Partners
3
Kovitz Investment Group Partners
Illinois
$195M
4
JSTA
4
Japan Science & Technology Agency
Japan
$138M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$823M

Top Sellers

1
SFC
1
Strategic Financial Concepts
Texas
$2.88M
2
PC
2
Permanens Capital
New York
$127M
3
Goldman Sachs
3
Goldman Sachs
New York
$583M
4
SW
4
Simplicity Wealth
New Jersey
$964K
5
Charles Schwab
5
Charles Schwab
California
$305M
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
51
United Capital Financial Advisors
Texas
$237M +$5.03M +28,800 +2%
PCIG
52
Partners Capital Investment Group
Massachusetts
$235M -$29.4M -168,221 -11%
FG
53
Foster Group
Iowa
$215M -$4.85M -27,784 -2%
WPW
54
Waldron Private Wealth
Pennsylvania
$213M +$9.36M +53,638 +5%
SA
55
Sanctuary Advisors
Indiana
$210M +$817K +4,535 +0.4%
MG
56
Mather Group
Illinois
$208M -$7.02M -40,208 -3%
Citigroup
57
Citigroup
New York
$206M +$24.8M +142,088 +14%
Envestnet Portfolio Solutions
58
Envestnet Portfolio Solutions
Illinois
$203M -$2.84M -16,264 -1%
RIA
59
Retirement Investment Advisors
Oklahoma
$201M +$9.3M +53,285 +5%
Kovitz Investment Group Partners
60
Kovitz Investment Group Partners
Illinois
$195M +$189M +1,101,707 +3,439%
EH
61
Equitable Holdings
New York
$194M -$2.32M -13,271 -1%
GC
62
Garde Capital
Washington
$187M +$454K +2,598 +0.2%
Wealth Enhancement Advisory Services
63
Wealth Enhancement Advisory Services
Minnesota
$180M +$10.5M +60,315 +6%
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$178M +$3.75M +21,490 +2%
PAG
65
Private Advisor Group
New Jersey
$175M +$8.4M +48,109 +5%
CIBC Private Wealth Group
66
CIBC Private Wealth Group
Georgia
$175M +$1.08M +6,211 +0.6%
US Bancorp
67
US Bancorp
Minnesota
$161M +$1.1M +6,277 +0.7%
KAS
68
Kestra Advisory Services
Texas
$157M +$1.06M +6,086 +0.7%
MD
69
Money Design
Japan
$157M +$1.86M +10,641 +1%
SAI
70
Systematic Alpha Investments
New Jersey
$156M – – –
BPA
71
Beacon Pointe Advisors
California
$150M -$403K -2,309 -0.3%
NA
72
NewEdge Advisors
Louisiana
$149M +$9.49M +54,335 +7%
VCP
73
Vista Capital Partners
Oregon
$142M -$3.62M -20,715 -2%
BCM
74
Brookstone Capital Management
Illinois
$139M +$8.65M +49,562 +7%
JSTA
75
Japan Science & Technology Agency
Japan
$138M +$138M +792,610 New
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