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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 %
CA
801
Cornerstone Advisory
Maryland
$3.19M +$221K +1,355 +7%
SWM
802
Segment Wealth Management
Texas
$3.19M -$2.61K -16 -0.1%
IA
803
Insight Advisors
Pennsylvania
$3.17M +$45.9K +282 +1%
AB
804
Atlas Brown
Kentucky
$3.15M -$174K -1,070 -5%
MIA
805
Milestone Investment Advisors
Wisconsin
$3.15M – – –
AA
806
Advisory Alpha
Michigan
$3.15M -$207K -1,271 -6%
SMA
807
Sage Mountain Advisors
Georgia
$3.13M +$182K +1,119 +6%
CA
808
Continuum Advisory
Idaho
$3.13M -$942K -5,851 -23%
MA
809
MCF Advisors
Kentucky
$3.13M +$57K +350 +2%
FA
810
FDx Advisors
Illinois
$3.07M -$8.35M -51,268 -73%
TCOTS
811
Trust Company of the South
North Carolina
$3.07M +$1.2M +7,366 +64%
CIC
812
Carnegie Investment Counsel
Ohio
$3.06M +$155K +949 +5%
AL
813
ACAS LLC
California
$3.06M -$191K -1,170 -6%
Susquehanna International Group
814
Susquehanna International Group
Pennsylvania
$3.05M -$14.8M -90,785 -83%
BAM
815
Belpointe Asset Management
Nevada
$3.04M +$1.23M +7,574 +68%
CAMG
816
CWA Asset Management Group
Florida
$3.02M -$132K -809 -4%
KCIC
817
Kuhn & Co Investment Counsel
Illinois
$3M +$133K +819 +5%
EFL
818
ERn Financial LLC
Wisconsin
$2.98M +$27.7K +170 +0.9%
EAM
819
Evanson Asset Management
California
$2.96M +$262K +1,608 +10%
Empower Advisory Group
820
Empower Advisory Group
Colorado
$2.96M -$739K -4,539 -20%
RIA
821
Regal Investment Advisors
Michigan
$2.94M -$1.14K -7 -0%
SHF
822
Stage Harbor Financial
Massachusetts
$2.94M – – –
LWM
823
Liberty Wealth Management
California
$2.94M -$1.78M -10,914 -38%
WAS
824
Wealth Advisory Solutions
Indiana
$2.92M +$2.92M +17,932 New
MW
825
Marcum Wealth
Ohio
$2.9M -$793K -4,869 -21%
31 32
33
34 35