VTV icon

Vanguard Value ETF
VTV

Overview Fund Activity

2,044 hedge funds and large institutions have $80.8B invested in Vanguard Value ETF in 2024 Q2 according to their latest regulatory filings, with 135 funds opening new positions, 835 increasing their positions, 740 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,044
Holders Change
-1
Holders Change %
-0.05%
% of All Funds
29.73%
Holding in Top 10
362
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-5.48%
% of All Funds
5.26%
New
135
Increased
835
Reduced
740
Closed
105
Calls
$137M
Puts
$5.57M
Net Calls
+$132M
Net Calls Change
+$94.3M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$547M
2
AA
Axiom Advisory
California
+$535M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$298M
4
CA
Clearstead Advisors
Ohio
+$95.8M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$86.6M

Top Sellers

1
ERFOTCOFW
Employees Retirement Fund of the City of Fort Worth
Texas
-$151M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$149M
3
TODC
Trustees of Dartmouth College
New Hampshire
-$120M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$91.5M
5
Betterment LLC
Betterment LLC
New York
-$84.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPWM
901
Paragon Private Wealth Management
Kentucky
$2.28M +$562K +3,501 +33%
EL
902
EMFO LLC
Florida
$2.28M -$59.7K -372 -3%
HNB
903
Hilltop National Bank
Wyoming
$2.28M -$1.44K -9 -0.1%
SFP
904
Shepherd Financial Partners
Massachusetts
$2.28M -$39.1K -244 -2%
PGFC
905
Peapack-Gladstone Financial Corp
New Jersey
$2.27M +$280K +1,744 +14%
BIP
906
Blueprint Investment Partners
North Carolina
$2.26M +$25.8K +161 +1%
SAM
907
Smartleaf Asset Management
Massachusetts
$2.24M -$27.7K -173 -1%
GT
908
Greenleaf Trust
Michigan
$2.23M -$55K -343 -2%
SPW
909
Sonoma Private Wealth
California
$2.23M -$66.7K -416 -3%
TI
910
Truepoint Inc
Ohio
$2.22M -$403K -2,515 -15%
SWA
911
SOA Wealth Advisors
New York
$2.22M -$4.49K -28 -0.2%
CPC
912
Cookson Peirce & Co
Pennsylvania
$2.21M -$238K -1,482 -10%
AR
913
Apeiron RIA
Texas
$2.21M +$42.2K +263 +2%
NIM
914
Northeast Investment Management
Massachusetts
$2.2M +$337K +2,099 +18%
CP
915
Camelot Portfolios
Ohio
$2.19M +$242K +1,509 +12%
SWM
916
Sagace Wealth Management
Florida
$2.19M +$2.19M +13,197 New
JCM
917
Jacobi Capital Management
Pennsylvania
$2.18M +$111K +689 +5%
WFA
918
Wells Financial Advisors
Massachusetts
$2.18M -$128K -796 -6%
LHWM
919
Lake Hills Wealth Management
Texas
$2.14M +$47.6K +297 +2%
KP
920
Keel Point
Alabama
$2.14M +$899K +5,470 +73%
MWM
921
Maripau Wealth Management
Indiana
$2.13M -$88.9K -551 -4%
TFCP
922
Twin Focus Capital Partners
Massachusetts
$2.13M -$15.1K -94 -0.7%
ATS
923
Ashton Thomas Securities
New York
$2.11M +$2.11M +13,002 New
CC
924
Cypress Capital
Tennessee
$2.08M +$1.3M +8,089 +166%
ADL
925
Asset Dedication LLC
California
$2.07M +$140K +871 +7%
35 36
37
38 39