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 %
MFG
751
Magnus Financial Group
New York
$3.65M +$72.5K +445 +2%
PFS
752
Prospect Financial Services
New York
$3.64M +$279K +1,716 +8%
DTC
753
Davidson Trust Company
Washington
$3.62M -$91.4K -561 -2%
CWM
754
Certus Wealth Management
California
$3.61M +$2.53M +16,025 +234%
NAMNJ
755
NorthStar Asset Management (New Jersey)
New Jersey
$3.61M -$115K -705 -3%
HI
756
Horizon Investments
North Carolina
$3.58M +$2.29M +14,048 +177%
SWM
757
SigFig Wealth Management
California
$3.56M +$559K +3,432 +19%
OCM
758
One Capital Management
California
$3.55M +$135K +832 +4%
PFWA
759
Paces Ferry Wealth Advisors
Georgia
$3.54M -$112K -688 -3%
CAG
760
Compass Advisory Group
New York
$3.53M +$152K +936 +5%
PF
761
Prosperitas Financial
California
$3.53M +$235K +1,442 +7%
LFAS
762
Level Four Advisory Services
Texas
$3.52M – – –
BMCM
763
Bryn Mawr Capital Management
Pennsylvania
$3.51M -$86K -528 -2%
CS
764
Credit Suisse
Switzerland
$3.5M +$143K +879 +4%
TW
765
TritonPoint Wealth
Maryland
$3.5M -$1.33M -6,459 -28%
TFP
766
Triune Financial Partners
Kansas
$3.49M +$3.58K +22 +0.1%
EFG
767
Ehrlich Financial Group
California
$3.48M +$1.48M +9,070 +74%
NOI
768
Newton One Investments
Delaware
$3.48M -$103K -630 -3%
FFN
769
Focus Financial Network
Minnesota
$3.48M +$348K +2,245 +11%
TC
770
Tacita Capital
Ontario, Canada
$3.48M +$73.6K +452 +2%
VCM
771
Vivaldi Capital Management
Illinois
$3.47M +$107K +663 +3%
MSFS
772
Main Street Financial Solutions
Pennsylvania
$3.45M -$3.11M -19,074 -47%
FSA
773
Financial Services Advisory
Maryland
$3.45M +$39.9K +245 +1%
BFS
774
Bare Financial Services
Pennsylvania
$3.44M +$2.98M +19,074 +661%
MNBTD
775
Moody National Bank Trust Division
Texas
$3.43M -$10.2M -62,875 -75%
29 30
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