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 %
TWM
901
Tradition Wealth Management
Minnesota
$2.37M +$39.9K +245 +2%
SFP
902
Shepherd Financial Partners
Massachusetts
$2.35M -$80.1K -492 -3%
WFA
903
Wells Financial Advisors
Massachusetts
$2.34M -$8.96K -55 -0.4%
BTI
904
Blue Trust Inc
Georgia
$2.33M -$432K -2,650 -16%
SPW
905
Sonoma Private Wealth
California
$2.33M -$398K -2,446 -15%
HNB
906
Hilltop National Bank
Wyoming
$2.32M +$2.32M +14,223 New
GT
907
Greenleaf Trust
Michigan
$2.32M -$16.6K -102 -0.7%
SAW
908
Signal Advisors Wealth
Michigan
$2.32M -$89.6K -550 -4%
WB
909
West Bancorporation
Iowa
$2.32M -$667K -4,096 -22%
AIM
910
Acropolis Investment Management
Missouri
$2.31M +$63K +387 +3%
MCM
911
MidAtlantic Capital Management
Virginia
$2.3M +$1.26M +7,731 +121%
PL
912
Plancorp LLC
Missouri
$2.3M +$262K +1,609 +13%
SAM
913
Smartleaf Asset Management
Massachusetts
$2.3M +$160K +983 +7%
MCA
914
MSH Capital Advisors
Arizona
$2.29M -$326K -1,999 -12%
BIP
915
Blueprint Investment Partners
North Carolina
$2.27M +$53.7K +330 +2%
SWA
916
SOA Wealth Advisors
New York
$2.26M +$5.05K +31 +0.2%
MWM
917
Maripau Wealth Management
Indiana
$2.24M -$108K -665 -5%
MAA
918
Mraz Amerine & Associates
California
$2.23M -$487K -2,991 -18%
AR
919
Apeiron RIA
Texas
$2.21M +$221K +1,354 +11%
TFCP
920
Twin Focus Capital Partners
Massachusetts
$2.18M -$30.1K -185 -1%
BBW
921
Blue Barn Wealth
Utah
$2.15M -$264K -1,624 -11%
CAG
922
Crestwood Advisors Group
Massachusetts
$2.13M +$724K +4,444 +51%
LHWM
923
Lake Hills Wealth Management
Texas
$2.13M -$194K -1,191 -8%
MG
924
MilWealth Group
Wisconsin
$2.11M -$144K -885 -6%
Kovitz Investment Group Partners
925
Kovitz Investment Group Partners
Illinois
$2.11M +$779K +4,783 +58%
35 36
37
38 39