VTV icon

Vanguard Value ETF
VTV

Overview Fund Activity

2,044 hedge funds and large institutions have $80.8B invested in Vanguard Value ETF in 2024 Q2 according to their latest regulatory filings, with 135 funds opening new positions, 835 increasing their positions, 740 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,044
Holders Change
-1
Holders Change %
-0.05%
% of All Funds
29.73%
Holding in Top 10
362
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-5.48%
% of All Funds
5.26%
New
135
Increased
835
Reduced
740
Closed
105
Calls
$137M
Puts
$5.57M
Net Calls
+$132M
Net Calls Change
+$94.3M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$547M
2
AA
Axiom Advisory
California
+$535M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$298M
4
CA
Clearstead Advisors
Ohio
+$95.8M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$86.6M

Top Sellers

1
ERFOTCOFW
Employees Retirement Fund of the City of Fort Worth
Texas
-$151M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$149M
3
TODC
Trustees of Dartmouth College
New Hampshire
-$120M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$91.5M
5
Betterment LLC
Betterment LLC
New York
-$84.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
ONSWM
776
Old North State Wealth Management
North Carolina
$3.24M +$2.25K +14 +0.1%
MSFS
777
Main Street Financial Solutions
Pennsylvania
$3.24M -$163K -1,016 -5%
NB
778
Nicolet Bankshares
Wisconsin
$3.24M -$52.6K -328 -2%
MAM
779
Marotta Asset Management
Virginia
$3.2M -$128K -800 -4%
IA
780
Insight Advisors
Pennsylvania
$3.16M +$37.9K +236 +1%
PWP
781
Perfromance Wealth Partners
Illinois
$3.16M -$22.6M -141,096 -88%
MIA
782
Milestone Investment Advisors
Wisconsin
$3.15M +$46.7K +291 +2%
SFP
783
Strategic Financial Partners
Oregon
$3.15M -$26.6K -166 -0.8%
SWM
784
Segment Wealth Management
Texas
$3.14M – – –
Empower Advisory Group
785
Empower Advisory Group
Colorado
$3.14M +$225K +1,405 +8%
COCM
786
Charter Oak Capital Management
New Hampshire
$3.12M -$222K -1,384 -7%
RIA
787
Regal Investment Advisors
Michigan
$3.11M +$216K +1,345 +7%
CA
788
Cornerstone Advisory
Maryland
$3.1M -$39.9K -249 -1%
MA
789
MCF Advisors
Kentucky
$3.09M -$5.15K -32 -0.2%
MA
790
MONECO Advisors
Connecticut
$3.08M +$258K +1,610 +9%
NWM
791
Northwest Wealth Management
Iowa
$3.07M -$85.5K -533 -3%
CIC
792
Carnegie Investment Counsel
Ohio
$3.05M +$34.2K +213 +1%
AWM
793
Aries Wealth Management
Maine
$3.04M +$479K +2,985 +19%
XF
794
XML Financial
Maryland
$3.04M +$249K +1,551 +9%
AF
795
Advisornet Financial
Minnesota
$3.04M -$289K -1,799 -9%
SMA
796
Sage Mountain Advisors
Georgia
$3.03M -$57.1K -356 -2%
TCOTS
797
Trust Company of the South
North Carolina
$3.02M – – –
PCA
798
Pallas Capital Advisors
Massachusetts
$3.01M +$429K +2,581 +17%
STA
799
Summit Trail Advisors
New York
$3M -$1.05M -6,483 -26%
AA
800
Advisory Alpha
Michigan
$2.99M -$109K -682 -4%
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