VTV icon

Vanguard Value ETF
VTV

Overview Fund Activity

2,338 hedge funds and large institutions have $138B invested in Vanguard Value ETF in 2024 Q4 according to their latest regulatory filings, with 335 funds opening new positions, 997 increasing their positions, 702 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,338
Holders Change
+214
Holders Change %
+10.08%
% of All Funds
31.12%
Holding in Top 10
395
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+5.61%
% of All Funds
5.26%
New
335
Increased
997
Reduced
702
Closed
76
Calls
$90.5M
Puts
$15.7M
Net Calls
+$74.9M
Net Calls Change
-$43.4M

Top Buyers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$830M
2
Bank of America
Bank of America
North Carolina
+$331M
3
Morgan Stanley
Morgan Stanley
New York
+$308M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$283M
5
LNC
Lincoln National Corp
Pennsylvania
+$239M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$3.43B
2
PCIG
Partners Capital Investment Group
Massachusetts
-$91.8M
3
Jane Street
Jane Street
New York
-$77.1M
4
JSTA
Japan Science & Technology Agency
Japan
-$73.7M
5
Betterment LLC
Betterment LLC
New York
-$57.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWL
926
Leo Wealth LLC
Texas
$2.71M -$311K -1,836 -10%
BIP
927
Blueprint Investment Partners
North Carolina
$2.71M -$197K -1,165 -7%
PTC
928
Private Trust Company
Ohio
$2.7M +$526K +3,109 +24%
PCM
929
Prospera Capital Management
Arizona
$2.69M +$2.69M +15,773 New
IDA
930
Intelligence Driven Advisers
California
$2.68M -$1.27M -7,516 -32%
AWA
931
Arete Wealth Advisors
Illinois
$2.66M +$1.63M +9,644 +158%
HPFG
932
Hart & Patterson Financial Group
Massachusetts
$2.66M +$35.4K +209 +1%
LC
933
Lavaca Capital
Texas
$2.66M +$254K +1,500 +11%
PFG
934
Pacific Financial Group
Washington
$2.66M -$4.23K -25 -0.2%
4WM
935
44 Wealth Management
Oregon
$2.65M +$2.65M +15,669 New
HWM
936
Howard Wealth Management
Connecticut
$2.65M +$49.4K +292 +2%
IWC
937
Infinity Wealth Counsel
Ohio
$2.65M +$2.65M +15,646 New
MGWA
938
Monument Group Wealth Advisors
Massachusetts
$2.65M -$175K -1,031 -6%
Mackenzie Financial
939
Mackenzie Financial
Ontario, Canada
$2.64M -$2.16M -12,769 -45%
WF
940
Welch & Forbes
Massachusetts
$2.64M – – –
PCH
941
PGIM Custom Harvest
New Jersey
$2.63M +$203K +1,201 +8%
WBCM
942
Wilson & Boucher Capital Management
California
$2.63M +$8.63K +51 +0.3%
GTAM
943
Global Trust Asset Management
Florida
$2.63M -$287K -1,693 -10%
SFP
944
SwitchPoint Financial Planning
Utah
$2.63M +$2.63M +15,518 New
BFA
945
Beacon Financial Advisory
Ohio
$2.62M +$123K +727 +5%
HI
946
Hudock Inc
Pennsylvania
$2.62M +$3.89K +23 +0.1%
GJWM
947
Gilliland Jeter Wealth Management
Arkansas
$2.61M – – –
PGFC
948
Peapack-Gladstone Financial Corp
New Jersey
$2.6M +$349K +2,061 +15%
KWM
949
Keebeck Wealth Management
Illinois
$2.6M +$153K +904 +6%
VW
950
Veridan Wealth
Oregon
$2.58M +$2.58M +14,617 New
36 37
38
39 40