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 %
MWA
851
Moser Wealth Advisors
Washington
$3.24M +$177K +1,044 +6%
MW
852
Maia Wealth
Colorado
$3.23M +$475K +2,677 +17%
CSB
853
City State Bank
Iowa
$3.22M +$148K +875 +5%
CCFM
854
Clear Creek Financial Management
Washington
$3.22M +$292K +1,727 +10%
CIC
855
Carnegie Investment Counsel
Ohio
$3.21M +$99K +585 +3%
AIM
856
AMI Investment Management
Indiana
$3.2M -$357K -2,107 -10%
UAG
857
United Advisor Group
Ohio
$3.18M +$1.01M +5,953 +46%
SSWM
858
Sheets Smith Wealth Management
North Carolina
$3.16M -$5.42K -32 -0.2%
MA
859
MONECO Advisors
Connecticut
$3.16M +$132K +777 +4%
LIM
860
Leavell Investment Management
Alabama
$3.15M +$8.8K +52 +0.3%
CAG
861
Compass Advisory Group
New York
$3.15M -$622K -3,676 -16%
PWP
862
Principle Wealth Partners
Connecticut
$3.13M -$94K -555 -3%
WAS
863
Wealth Advisory Solutions
Indiana
$3.13M +$65.7K +388 +2%
WFS
864
Weitzel Financial Services
Iowa
$3.13M +$114K +670 +4%
Empower Advisory Group
865
Empower Advisory Group
Colorado
$3.12M -$27.9K -165 -0.9%
MAM
866
Marotta Asset Management
Virginia
$3.11M -$292K -1,730 -9%
LWM
867
Luminvest Wealth Management
Arizona
$3.09M +$10.5K +62 +0.3%
SL
868
Salomon & Ludwin
Virginia
$3.09M -$214K -1,265 -6%
RFP
869
Root Financial Partners
California
$3.09M +$1.34M +7,919 +77%
PG
870
Prostatis Group
Maryland
$3.08M +$123K +725 +4%
SMA
871
Sage Mountain Advisors
Georgia
$3.08M -$117K -691 -4%
FA
872
FDx Advisors
Illinois
$3.06M -$72.6K -429 -2%
SC
873
SouthState Corp
Florida
$3.05M – – –
SIG
874
Stonegate Investment Group
Alabama
$3.05M +$104K +617 +4%
AF
875
Advisornet Financial
Minnesota
$3.03M -$199K -1,178 -6%
33 34
35
36 37