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 %
SSWM
801
Sheets Smith Wealth Management
North Carolina
$2.99M -$3.01M -18,761 -50%
LWM
802
Liberty Wealth Management
California
$2.99M +$109K +681 +4%
FA
803
FDx Advisors
Illinois
$2.98M -$41.1K -256 -1%
AL
804
ACAS LLC
California
$2.98M -$180K -1,072 -6%
KCIC
805
Kuhn & Co Investment Counsel
Illinois
$2.97M +$14.3K +89 +0.5%
EFL
806
ERn Financial LLC
Wisconsin
$2.97M +$34.6K +216 +1%
DTC
807
Davidson Trust Company
Washington
$2.96M -$596K -3,719 -17%
MW
808
Marcum Wealth
Ohio
$2.96M +$96.2K +600 +3%
OHIS
809
Oak Harvest Investment Services
Texas
$2.94M +$376K +2,347 +15%
EAM
810
Evanson Asset Management
California
$2.92M +$160 +1 +0%
WAS
811
Wealth Advisory Solutions
Indiana
$2.91M +$29.7K +185 +1%
MWA
812
Moser Wealth Advisors
Washington
$2.9M +$229K +1,425 +9%
LWM
813
Luminvest Wealth Management
Arizona
$2.9M +$2.39M +14,671 +469%
SHF
814
Stage Harbor Financial
Massachusetts
$2.9M +$7.38K +46 +0.3%
AB
815
Atlas Brown
Kentucky
$2.88M -$222K -1,384 -7%
OWA
816
Outlook Wealth Advisors
Texas
$2.88M +$59.7K +1,391 +2%
WA
817
Waddell & Associates
Tennessee
$2.87M +$32.7K +204 +1%
OMC
818
Old Mission Capital
Illinois
$2.81M +$2.81M +17,500 New
GTAM
819
Global Trust Asset Management
Florida
$2.8M -$12.7K -79 -0.4%
SC
820
SouthState Corp
Florida
$2.8M +$2.21M +13,806 +376%
PWP
821
Principle Wealth Partners
Connecticut
$2.79M +$72.5K +452 +3%
AGC
822
Aspen Grove Capital
Colorado
$2.79M – – –
ML
823
McAdam LLC
Pennsylvania
$2.78M +$94.5K +589 +4%
HWMG
824
Hurlow Wealth Management Group
Indiana
$2.77M +$176K +1,095 +7%
CWM
825
Chemistry Wealth Management
New York
$2.75M -$2.25K -14 -0.1%
31 32
33
34 35