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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 %
LAM
876
LifePro Asset Management
California
$2.52M -$435K -2,671 -15%
I
877
INVST
Indiana
$2.51M -$21.8M -134,106 -90%
GJWM
878
Gilliland Jeter Wealth Management
Arkansas
$2.51M – – –
WBCM
879
Wilson & Boucher Capital Management
California
$2.51M -$8.96K -55 -0.4%
GT
880
Glenview Trust
Kentucky
$2.5M -$208K -1,280 -8%
EFS
881
Econ Financial Services
Pennsylvania
$2.5M -$3.28M -20,143 -57%
WMG
882
WESCAP Management Group
California
$2.5M -$56.4K -346 -2%
EWM
883
Evergreen Wealth Management
Michigan
$2.49M – – –
FCFC
884
First Commonwealth Financial Corp
Pennsylvania
$2.49M -$1.62M -9,948 -39%
CPC
885
Cookson Peirce & Co
Pennsylvania
$2.49M -$44K -270 -2%
HI
886
Hudock Inc
Pennsylvania
$2.48M +$2.48M +15,209 New
PCM
887
Parsons Capital Management
Rhode Island
$2.47M +$99.2K +609 +4%
MIFH
888
Migdal Insurance & Financial Holdings
Israel
$2.47M +$143K +879 +6%
SMC
889
Smith, Moore & Co
Missouri
$2.47M -$200K -1,231 -8%
SWPG
890
Strategic Wealth Partners Group
Illinois
$2.45M +$651 +4 +0%
AWA
891
Amplius Wealth Advisors
Pennsylvania
$2.44M -$591K -3,627 -19%
CCM
892
Colorado Capital Management
Colorado
$2.44M -$62.5K -384 -2%
TA
893
TFB Advisors
Kansas
$2.42M +$436K +2,795 +22%
BWM
894
BKM Wealth Management
Wisconsin
$2.39M +$43.6K +268 +2%
KWM
895
Keebeck Wealth Management
Illinois
$2.39M -$11.1K -68 -0.5%
GHA
896
Granite Harbor Advisors
Texas
$2.38M – – –
FWM
897
Fonville Wealth Management
Virginia
$2.38M +$76.2K +468 +3%
AL
898
ADE LLC
Maryland
$2.38M -$22.8K -140 -0.9%
EL
899
EMFO LLC
Florida
$2.38M -$25.1K -154 -1%
HA
900
Hanover Advisors
South Carolina
$2.37M +$354K +2,176 +18%
34 35
36
37 38