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
29.65%
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
$18.2B
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$356M
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
$737M
5
Mariner
Mariner
Kansas
$635M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$4.71B
2
Betterment LLC
Betterment LLC
New York
$1.06B
3
Goldman Sachs
Goldman Sachs
New York
$662M
4
PCIG
Partners Capital Investment Group
Massachusetts
$201M
5
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCIA
76
Prime Capital Investment Advisors
Kansas
$123M +$10.2M +62,510 +9%
BCM
77
Brookstone Capital Management
Illinois
$119M +$4.35M +26,727 +4%
SGAM
78
Stephens Group Asset Management
Arkansas
$115M -$188K -1,157 -0.2%
William Blair & Company
79
William Blair & Company
Illinois
$114M +$5.36M +32,889 +5%
TWM
80
Thrive Wealth Management
Pennsylvania
$113M +$6.42M +39,425 +6%
BlackRock
81
BlackRock
New York
$107M -$106M -648,378 -50%
NL
82
NEPC LLC
Massachusetts
$105M +$33.2M +203,831 +46%
BOPW
83
Brandywine Oak Private Wealth
Pennsylvania
$105M -$26.4K -162 -0%
CFG
84
Citizens Financial Group
Rhode Island
$105M +$1.75M +10,741 +2%
Manulife (Manufacturers Life Insurance)
85
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$104M -$6.16M -37,835 -6%
AWS
86
Atria Wealth Solutions
New York
$104M +$761K +4,670 +0.7%
WIC
87
Woodmont Investment Counsel
Tennessee
$103M +$3.06M +18,800 +3%
BWM
88
Brickley Wealth Management
California
$102M +$543K +3,335 +0.5%
SFA
89
Sequoia Financial Advisors
Ohio
$102M -$26.2M -160,680 -20%
Creative Planning
90
Creative Planning
Kansas
$101M -$6.04M -37,082 -6%
PP
91
PrairieView Partners
Minnesota
$99.1M +$1.45M +8,912 +1%
CZI
92
Chan Zuckerberg Initiative
California
$97.6M – – –
WSTAM
93
Wilbanks Smith & Thomas Asset Management
Virginia
$96.6M +$1.13M +6,916 +1%
RVPG
94
Relative Value Partners Group
$95.7M -$1.72M -11,412 -2%
SMDAM
95
Sumitomo Mitsui DS Asset Management
Japan
$94.6M – – –
EA
96
Efficient Advisors
Ohio
$93.5M -$214K -1,315 -0.2%
MWA
97
Midland Wealth Advisors
Illinois
$93.3M +$1.7M +10,467 +2%
SW
98
Simplicity Wealth
New Jersey
$91.8M +$91.8M +563,913 New
BOH
99
Bank of Hawaii
Hawaii
$91.8M -$870K -5,341 -0.9%
BFG
100
Bleakley Financial Group
New Jersey
$91.1M +$1.24M +7,623 +1%
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4
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