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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 %
CP
951
Camelot Portfolios
Ohio
$1.98M -$627K -3,852 -24%
EWM
952
Evermay Wealth Management
Virginia
$1.97M -$17.4K -107 -0.9%
EC
953
Estate Counselors
Wisconsin
$1.97M -$40.8M -250,592 -95%
BCM
954
Becker Capital Management
Oregon
$1.97M -$4.07K -25 -0.2%
NLP
955
Next Level Private
New York
$1.97M +$23K +141 +1%
ADL
956
Asset Dedication LLC
California
$1.97M +$7.17K +44 +0.4%
GWP
957
Gateway Wealth Partners
Wisconsin
$1.96M -$174K -1,068 -8%
AIM
958
Anchor Investment Management
South Carolina
$1.95M +$79.2K +486 +4%
CIA
959
Choate Investment Advisors
Massachusetts
$1.94M +$1.06M +6,520 +120%
SPIS
960
Steward Partners Investment Solutions
Oregon
$1.93M +$1.93M +11,863 New
Bank of Nova Scotia
961
Bank of Nova Scotia
Ontario, Canada
$1.93M -$1.65M -10,172 -46%
SFPM
962
Sensible Financial Planning & Management
Massachusetts
$1.91M -$134K -825 -7%
LIA
963
LifePlan Investment Advisors
North Carolina
$1.91M +$1.04M +6,357 +118%
NSAM
964
North Star Asset Management
Wisconsin
$1.9M -$16.3K -100 -0.9%
RFA
965
Rollins Financial Advisors
New York
$1.89M +$78.3K +481 +4%
NIM
966
Northeast Investment Management
Massachusetts
$1.89M +$73.5K +451 +4%
SCM
967
Stonehearth Capital Management
Massachusetts
$1.89M -$13K -80 -0.7%
FWM
968
Forza Wealth Management
Florida
$1.87M +$3.26K +20 +0.2%
WB
969
Webster Bank
Connecticut
$1.86M +$1.62M +9,939 +660%
PD
970
Planning Directions
Pennsylvania
$1.86M -$171K -1,053 -8%
BHWM
971
Beaird Harris Wealth Management
Texas
$1.85M -$58.1K -357 -3%
LGWM
972
Litman Gregory Wealth Management
California
$1.85M -$59.1K -363 -3%
ODG
973
O'Dell Group
Ohio
$1.81M +$68.2K +419 +4%
UAG
974
United Advisor Group
Ohio
$1.81M +$119K +732 +7%
PPA
975
Painted Porch Advisors
California
$1.81M +$908K +5,577 +101%
37 38
39
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