VTV icon

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 %
WTFG
851
Wells Trecaso Financial Group
Ohio
$2.67M – – –
TI
852
Truepoint Inc
Ohio
$2.66M +$1.71M +10,529 +181%
STCOSD
853
Sageworth Trust Company of South Dakota
South Dakota
$2.66M – – –
LWL
854
Leo Wealth LLC
Texas
$2.65M +$226K +1,385 +9%
HWMG
855
Hurlow Wealth Management Group
Indiana
$2.63M -$58K -356 -2%
SF
856
Synovus Financial
Georgia
$2.62M -$274K -1,684 -9%
NAMP
857
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.62M +$314K +1,925 +14%
WFS
858
Weitzel Financial Services
Iowa
$2.62M +$54.5K +336 +2%
OHIS
859
Oak Harvest Investment Services
Texas
$2.61M +$293K +1,799 +13%
AWM
860
Aries Wealth Management
Maine
$2.6M +$923K +5,666 +55%
OCM
861
Orser Capital Management
Texas
$2.6M -$18.1K -111 -0.7%
IF
862
Intrua Financial
Texas
$2.59M -$12.5K -77 -0.5%
KWMG
863
King Wealth Management Group
Florida
$2.59M +$49K +301 +2%
SWM
864
Sanctuary Wealth Management
Idaho
$2.59M +$1.07M +6,546 +70%
BWM
865
BCS Wealth Management
Tennessee
$2.58M -$17.3K -106 -0.7%
LA
866
LM Advisors
California
$2.57M -$453K -3,016 -15%
MFA
867
Mayflower Financial Advisors
Massachusetts
$2.57M +$69.4K +426 +3%
RFC
868
Regions Financial Corp
Alabama
$2.56M +$361K +2,214 +16%
RIM
869
Rockbridge Investment Management
New York
$2.55M -$271K -1,664 -10%
AF
870
Apexium Financial
Texas
$2.54M +$884K +5,429 +53%
WF
871
Welch & Forbes
Massachusetts
$2.54M +$91.4K +561 +4%
PFG
872
Pacific Financial Group
Washington
$2.53M +$187K +1,149 +8%
HWM
873
Howard Wealth Management
Connecticut
$2.53M – – –
PCA
874
Pallas Capital Advisors
Massachusetts
$2.52M +$623K +3,825 +33%
LF
875
LifeSteps Financial
California
$2.52M -$39.2K -241 -2%
33 34
35
36 37