VTV icon

Vanguard Value ETF
VTV

Overview Fund Activity

2,337 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, 701 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,337
Holders Change
+213
Holders Change %
+10.03%
% 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
701
Closed
76
Calls
$90.5M
Puts
$15.7M
Net Calls
+$74.9M
Net Calls Change
-$43.4M

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$48.5B
2
Bank of America
2
Bank of America
North Carolina
$20.4B
3
Morgan Stanley
3
Morgan Stanley
New York
$5.23B
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$9.12B
5
LNC
5
Lincoln National Corp
Pennsylvania
$239M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$2.12M
2
PCIG
2
Partners Capital Investment Group
Massachusetts
$136M
3
Jane Street
3
Jane Street
New York
$6.92M
4
JSTA
4
Japan Science & Technology Agency
Japan
$60.5M
5
Betterment LLC
5
Betterment LLC
New York
$922M
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
51
Baird Financial Group
Wisconsin
$235M +$4.06M +23,970 +2%
UCFA
52
United Capital Financial Advisors
Texas
$230M +$214K +1,266 +0.1%
MD
53
Money Design
Japan
$229M +$76.9M +455,195 +51%
WPW
54
Waldron Private Wealth
Pennsylvania
$223M +$15.7M +92,918 +8%
SA
55
Sanctuary Advisors
Indiana
$206M -$2.13M -11,987 -1%
FG
56
Foster Group
Iowa
$203M -$6.14M -36,277 -3%
RIA
57
Retirement Investment Advisors
Oklahoma
$202M +$7.2M +42,547 +4%
Kovitz Investment Group Partners
58
Kovitz Investment Group Partners
Illinois
$196M +$4.16M +24,585 +2%
MG
59
Mather Group
Illinois
$192M -$9.61M -56,773 -5%
Envestnet Portfolio Solutions
60
Envestnet Portfolio Solutions
Illinois
$190M -$6.86M -40,509 -3%
Citigroup
61
Citigroup
New York
$183M -$17.7M -104,288 -9%
GC
62
Garde Capital
Washington
$182M +$1.13M +6,678 +0.6%
Wealth Enhancement Advisory Services
63
Wealth Enhancement Advisory Services
Minnesota
$179M +$4.97M +29,369 +3%
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$175M +$2.54M +14,985 +1%
CIBC Private Wealth Group
65
CIBC Private Wealth Group
Georgia
$174M +$3.26M +19,176 +2%
PAG
66
Private Advisor Group
New Jersey
$172M +$1.74M +10,278 +1%
EH
67
Equitable Holdings
New York
$172M -$16.5M -97,459 -9%
KAS
68
Kestra Advisory Services
Texas
$164M +$11.9M +70,028 +8%
US Bancorp
69
US Bancorp
Minnesota
$155M -$1.09M -6,437 -0.7%
SAI
70
Systematic Alpha Investments
New Jersey
$152M – – –
BCM
71
Brookstone Capital Management
Illinois
$149M +$13.6M +80,213 +10%
NA
72
NewEdge Advisors
Louisiana
$147M +$2.24M +13,225 +2%
BPA
73
Beacon Pointe Advisors
California
$147M +$1.61M +9,504 +1%
PCIG
74
Partners Capital Investment Group
Massachusetts
$136M -$91.8M -542,148 -40%
VCP
75
Vista Capital Partners
Oregon
$135M -$2.28M -13,483 -2%
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