VTV icon

Vanguard Value ETF
VTV

Overview Fund Activity

2,124 hedge funds and large institutions have $89.4B invested in Vanguard Value ETF in 2024 Q3 according to their latest regulatory filings, with 162 funds opening new positions, 960 increasing their positions, 708 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,124
Holders Change
+80
Holders Change %
+3.91%
% of All Funds
30.72%
Holding in Top 10
374
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+3.31%
% of All Funds
5.41%
New
162
Increased
960
Reduced
708
Closed
57
Calls
$165M
Puts
$46.3M
Net Calls
+$118M
Net Calls Change
-$13.5M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$541M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$205M
3
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$189M
4
JSTA
Japan Science & Technology Agency
Japan
+$138M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$91.2M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
-$466M
2
PC
Permanens Capital
New York
-$267M
3
Goldman Sachs
Goldman Sachs
New York
-$112M
4
SW
Simplicity Wealth
New Jersey
-$98.4M
5
Charles Schwab
Charles Schwab
California
-$96.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
901
Sagace Wealth Management
Florida
$2.62M +$279K +1,572 +12%
AIM
902
Acropolis Investment Management
Missouri
$2.61M +$2.96K +17 +0.1%
AL
903
ADE LLC
Maryland
$2.6M +$53.9K +309 +2%
RIM
904
Rockbridge Investment Management
New York
$2.6M -$71.1K -407 -3%
TWM
905
Tradition Wealth Management
Minnesota
$2.58M +$524 +3 +0%
PWS
906
Peterson Wealth Services
Utah
$2.58M -$336K -1,925 -12%
BFA
907
Beacon Financial Advisory
Ohio
$2.58M +$334K +1,913 +15%
PL
908
Plancorp LLC
Missouri
$2.57M +$31.2K +179 +1%
SMC
909
Smith, Moore & Co
Missouri
$2.57M +$42.6K +244 +2%
BAM
910
Belpointe Asset Management
Nevada
$2.57M +$1.36M +7,791 +113%
NIM
911
Northeast Investment Management
Massachusetts
$2.56M +$168K +963 +7%
GHA
912
Granite Harbor Advisors
Texas
$2.55M – – –
TA
913
TFB Advisors
Kansas
$2.55M -$97.4K -558 -4%
MFA
914
Mayflower Financial Advisors
Massachusetts
$2.54M -$168K -963 -6%
KWM
915
Keebeck Wealth Management
Illinois
$2.52M -$12K -69 -0.5%
PWG
916
Private Wealth Group
Florida
$2.51M -$443K -2,540 -15%
PPWM
917
Paragon Private Wealth Management
Kentucky
$2.5M +$18K +103 +0.7%
PCH
918
PGIM Custom Harvest
New Jersey
$2.5M +$440K +2,522 +21%
AR
919
Apeiron RIA
Texas
$2.5M +$87.3K +500 +4%
SFP
920
Shepherd Financial Partners
Massachusetts
$2.48M +$2.44K +14 +0.1%
LC
921
Lavaca Capital
Texas
$2.48M +$2.48M +14,200 New
WB
922
West Bancorporation
Iowa
$2.47M -$34.9K -200 -1%
SA
923
SpiderRock Advisors
Delaware
$2.46M +$883K +5,060 +56%
PFP
924
Pinnacle Financial Partners
Tennessee
$2.43M +$319K +1,829 +15%
GT
925
Greenleaf Trust
Michigan
$2.42M -$5.06K -29 -0.2%
35 36
37
38 39