VTV icon

Vanguard Value ETF
VTV

Overview Fund Activity

2,338 hedge funds and large institutions have $138B invested in Vanguard Value ETF in 2024 Q4 according to their latest regulatory filings, with 335 funds opening new positions, 997 increasing their positions, 702 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,338
Holders Change
+214
Holders Change %
+10.08%
% of All Funds
31.12%
Holding in Top 10
395
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+5.61%
% of All Funds
5.26%
New
335
Increased
997
Reduced
702
Closed
76
Calls
$90.5M
Puts
$15.7M
Net Calls
+$74.9M
Net Calls Change
-$43.4M

Top Buyers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$830M
2
Bank of America
Bank of America
North Carolina
+$331M
3
Morgan Stanley
Morgan Stanley
New York
+$308M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$283M
5
LNC
Lincoln National Corp
Pennsylvania
+$239M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$3.43B
2
PCIG
Partners Capital Investment Group
Massachusetts
-$91.8M
3
Jane Street
Jane Street
New York
-$77.1M
4
JSTA
Japan Science & Technology Agency
Japan
-$73.7M
5
Betterment LLC
Betterment LLC
New York
-$57.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
KCM
826
Kennicott Capital Management
California
$3.45M -$23.7K -140 -0.7%
KWMG
827
King Wealth Management Group
Florida
$3.44M +$2.3M +13,595 +202%
MIA
828
Milestone Investment Advisors
Wisconsin
$3.44M +$10.8K +64 +0.3%
MW
829
Marcum Wealth
Ohio
$3.43M +$521K +3,075 +18%
LC
830
Lindbrook Capital
California
$3.43M – – –
TF
831
Theory Financial
Colorado
$3.43M +$4.57K +27 +0.1%
LKBC
832
L.K. Benson & Company
Maryland
$3.43M +$3.43M +20,232 New
GAM
833
Grandview Asset Management
Pennsylvania
$3.41M +$3.41M +20,157 New
AF
834
Apexium Financial
Texas
$3.4M +$1.1M +6,500 +48%
CWM
835
Chemistry Wealth Management
New York
$3.39M +$373K +2,201 +12%
SAM
836
Sawgrass Asset Management
Florida
$3.39M -$393K -2,320 -10%
SFP
837
Strategic Financial Partners
Oregon
$3.37M +$8.3K +49 +0.2%
LIA
838
LifePlan Investment Advisors
North Carolina
$3.34M +$221K +1,308 +7%
DIP
839
DT Investment Partners
Pennsylvania
$3.33M -$1.5M -8,870 -31%
SWM
840
Segment Wealth Management
Texas
$3.32M – – –
NB
841
Nicolet Bankshares
Wisconsin
$3.31M -$22.5K -133 -0.7%
GT
842
Glenview Trust
Kentucky
$3.3M +$55.9K +330 +2%
LSAG
843
Lake Street Advisors Group
New Hampshire
$3.29M -$376K -2,218 -10%
LGWM
844
Litman Gregory Wealth Management
California
$3.29M +$710K +4,195 +28%
MA
845
MCF Advisors
Kentucky
$3.27M +$26.6K +157 +0.8%
KCIC
846
Kuhn & Co Investment Counsel
Illinois
$3.27M +$136K +802 +4%
CA
847
Cornerstone Advisory
Maryland
$3.26M -$187K -1,055 -5%
JFG
848
Jefferies Financial Group
New York
$3.26M +$3.26M +19,253 New
HH
849
Hilltop Holdings
Texas
$3.26M +$286K +1,688 +10%
IA
850
Insight Advisors
Pennsylvania
$3.25M -$85.7K -507 -3%
32 33
34
35 36