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Vanguard Value ETF
VTV

2,057 hedge funds and large institutions have $80.5B invested in Vanguard Value ETF in 2024 Q1 according to their latest regulatory filings, with 158 funds opening new positions, 827 increasing their positions, 811 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

509% more call options, than puts

Call options by funds: $44.9M | Put options by funds: $7.37M

52% more first-time investments, than exits

New positions opened: 158 | Existing positions closed: 104

1% more funds holding

Funds holding: 2,035 → 2,057 (+22)

3% more capital invested

Capital invested by funds: $78.3B → $80.5B (+$2.21B)

2% more repeat investments, than reductions

Existing positions increased: 827 | Existing positions reduced: 811

2% less funds holding in top 10

Funds holding in top 10: 391 → 385 (-6)

4.4% less ownership

Funds ownership: 73.94% → 69.54% (-4.4%)

Holders
2,057
Holders Change
+22
Holders Change %
+1.08%
% of All Funds
29.63%
Holding in Top 10
385
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-1.53%
% of All Funds
5.55%
New
158
Increased
827
Reduced
811
Closed
104
Calls
$44.9M
Puts
$7.37M
Net Calls
+$37.5M
Net Calls Change
+$3.67M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$1.34B
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$216M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$141M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$111M
5
Mariner
Mariner
Kansas
+$89.8M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$4.26B
2
Betterment LLC
Betterment LLC
New York
-$958M
3
Goldman Sachs
Goldman Sachs
New York
-$294M
4
PCIG
Partners Capital Investment Group
Massachusetts
-$187M
5
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$124M
Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
826
Regal Investment Advisors
Michigan
$2.94M -$1.08K -7 -0%
SHF
827
Stage Harbor Financial
Massachusetts
$2.94M – – –
LWM
828
Liberty Wealth Management
California
$2.94M -$1.68M -10,914 -38%
WAS
829
Wealth Advisory Solutions
Indiana
$2.92M +$2.76M +17,932 New
MW
830
Marcum Wealth
Ohio
$2.9M -$751K -4,869 -21%
SEP
831
Southland Equity Partners
Missouri
$2.9M +$130K +845 +5%
MGWA
832
Monument Group Wealth Advisors
Massachusetts
$2.89M -$265K -1,717 -9%
WRPWM
833
Werba Rubin Papier Wealth Management
California
$2.89M +$2.73M +17,724 New
WA
834
Waddell & Associates
Tennessee
$2.88M -$153K -995 -5%
MA
835
MONECO Advisors
Connecticut
$2.87M +$36.7K +238 +1%
ONB
836
Old National Bancorp
Indiana
$2.86M -$167K -1,085 -6%
GTAM
837
Global Trust Asset Management
Florida
$2.86M +$6.32K +41 +0.2%
GWMIA
838
Global Wealth Management Investment Advisory
Florida
$2.86M -$378K -2,454 -12%
XF
839
XML Financial
Maryland
$2.83M +$43.8K +284 +2%
AGC
840
Aspen Grove Capital
Colorado
$2.81M +$20.8K +135 +0.8%
CWM
841
Chemistry Wealth Management
New York
$2.8M -$7.4K -48 -0.3%
PWG
842
Private Wealth Group
Florida
$2.76M -$40.7K -264 -2%
PWP
843
Principle Wealth Partners
Connecticut
$2.76M +$34.1K +221 +1%
PWS
844
Peterson Wealth Services
Utah
$2.75M -$12.9K -84 -0.5%
FNC
845
First National Corp
Massachusetts
$2.75M – – –
CSB
846
City State Bank
Iowa
$2.74M +$65.7K +426 +3%
MECA
847
Miller Equity Capital Advisors
Texas
$2.74M -$23.1K -150 -0.9%
WKWM
848
Walter & Keenan Wealth Management
Indiana
$2.73M -$202K -1,313 -7%
ML
849
McAdam LLC
Pennsylvania
$2.73M +$82.8K +537 +3%
AGP
850
Autumn Glory Partners
Texas
$2.73M -$231K -1,500 -8%
32 33
34
35 36

VTV Hedge Fund Activity: Q1 2024 in Review

2,057 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard Value ETF (VTV) for Q1 2024, worth a combined $80.5B — up 2.8% from $78.3B a quarter earlier.

Buyers outnumbered sellers: 158 funds opened new VTV positions and 104 closed out — a net gain of 54 holders — while 827 added to existing stakes and 811 trimmed.

The largest buyer was Bank of America, adding an estimated $1.34B. The largest seller was Morgan Stanley, cutting an estimated $4.26B.

  • 2,057 institutional investors held Vanguard Value ETF (VTV) as of Q1 2024, up from 2,035 in Q4 2023.
  • Funds reported $80.5B of Vanguard Value ETF stock for Q1 2024, up 2.8% quarter-over-quarter.
  • 158 funds opened new Vanguard Value ETF positions in Q1 2024 and 104 closed out, a net change of +54 holders.
  • The largest Vanguard Value ETF buyer in Q1 2024 was Bank of America, an estimated $1.34B added.
  • The largest Vanguard Value ETF seller in Q1 2024 was Morgan Stanley, an estimated $4.26B sold.

Based on aggregated 13F filings for Q1 2024.