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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 %
SEP
826
Southland Equity Partners
Missouri
$2.9M +$138K +845 +5%
MGWA
827
Monument Group Wealth Advisors
Massachusetts
$2.89M -$280K -1,717 -9%
WRPWM
828
Werba Rubin Papier Wealth Management
California
$2.89M +$2.89M +17,724 New
WA
829
Waddell & Associates
Tennessee
$2.88M -$162K -995 -5%
MA
830
MONECO Advisors
Connecticut
$2.87M +$38.8K +238 +1%
ONB
831
Old National Bancorp
Indiana
$2.86M -$177K -1,085 -6%
GTAM
832
Global Trust Asset Management
Florida
$2.86M +$6.68K +41 +0.2%
GWMIA
833
Global Wealth Management Investment Advisory
Florida
$2.86M -$400K -2,454 -12%
XF
834
XML Financial
Maryland
$2.83M +$46.3K +284 +2%
AGC
835
Aspen Grove Capital
Colorado
$2.81M +$22K +135 +0.8%
CWM
836
Chemistry Wealth Management
New York
$2.8M -$7.82K -48 -0.3%
PWG
837
Private Wealth Group
Florida
$2.76M -$43K -264 -2%
PWP
838
Principle Wealth Partners
Connecticut
$2.76M +$36K +221 +1%
PWS
839
Peterson Wealth Services
Utah
$2.75M -$13.7K -84 -0.5%
FNC
840
First National Corp
Massachusetts
$2.75M – – –
CSB
841
City State Bank
Iowa
$2.74M +$69.4K +426 +3%
MECA
842
Miller Equity Capital Advisors
Texas
$2.74M -$24.4K -150 -0.9%
WKWM
843
Walter & Keenan Wealth Management
Indiana
$2.73M -$214K -1,313 -7%
ML
844
McAdam LLC
Pennsylvania
$2.73M +$87.5K +537 +3%
AGP
845
Autumn Glory Partners
Texas
$2.73M -$244K -1,500 -8%
HPFG
846
Hart & Patterson Financial Group
Massachusetts
$2.72M +$30.5K +187 +1%
MWA
847
Moser Wealth Advisors
Washington
$2.72M +$105K +645 +4%
TAM
848
Tocqueville Asset Management
New York
$2.71M +$651 +4 +0%
MCM
849
MV Capital Management
Maryland
$2.69M – – –
WWM
850
Western Wealth Management
Colorado
$2.68M -$129K -795 -5%
32 33
34
35 36