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 %
JCM
926
Jacobi Capital Management
Pennsylvania
$2.1M -$61.7K -379 -3%
VFPW
927
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.1M +$126K +772 +6%
QCM
928
Quantinno Capital Management
New York
$2.1M – – –
BFA
929
Beacon Financial Advisory
Ohio
$2.09M -$34.9K -214 -2%
PA
930
Probity Advisors
Texas
$2.09M -$14.5K -89 -0.7%
KFP
931
KMG Fiduciary Partners
Ohio
$2.08M -$18.4K -113 -0.9%
VP
932
Verum Partners
North Carolina
$2.07M -$57.3K -352 -3%
NSIM
933
North Star Investment Management
Illinois
$2.04M +$315K +1,933 +18%
WAG
934
Wiser Advisor Group
Arizona
$2.04M -$59.6K -366 -3%
TFS
935
Thoroughbred Financial Services
Tennessee
$2.03M -$226K -1,388 -10%
CAM
936
Covenant Asset Management
New Jersey
$2.03M -$37.9K -233 -2%
NFP
937
Narus Financial Partners
Utah
$2.03M -$130K -801 -6%
PHWM
938
Pine Harbor Wealth Management
Maryland
$2.03M -$358K -2,198 -15%
KeyBank National Association
939
KeyBank National Association
Ohio
$2.02M -$149K -914 -7%
NCM
940
Noesis Capital Mangement
Florida
$2.02M -$12.2K -75 -0.6%
CJFS
941
Coulter & Justus Financial Services
Tennessee
$2.02M +$2.02M +12,403 New
ZB
942
Zions Bancorporation
Utah
$2.02M – – –
SAI
943
Savvy Advisors Inc
New York
$2.02M +$2.02M +12,396 New
PGFC
944
Peapack-Gladstone Financial Corp
New Jersey
$2.02M +$230K +1,415 +13%
CWMGP
945
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$2.02M -$23.3K -143 -1%
BS
946
Banco Santander
Spain
$2.01M -$70.5K -433 -3%
PFP
947
Pinnacle Financial Partners
Tennessee
$2.01M +$95.8K +588 +5%
ICG
948
InterOcean Capital Group
Tennessee
$1.99M -$60.6K -372 -3%
AWA
949
Alta Wealth Advisors
Massachusetts
$1.99M +$39.7K +244 +2%
ACI
950
Alpha Cubed Investments
California
$1.98M -$432K -2,655 -18%
36 37
38
39 40