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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 %
GIA
976
GHP Investment Advisors
Colorado
$1.8M +$210K +1,292 +13%
CFFP
977
Center for Financial Planning
Michigan
$1.79M +$10.1K +62 +0.6%
BP
978
Broadleaf Partners
Ohio
$1.77M +$12.1K +74 +0.7%
GWSG
979
GPS Wealth Strategies Group
Colorado
$1.77M +$18.2K +112 +1%
RFA
980
RTD Financial Advisors
Pennsylvania
$1.76M -$176K -1,078 -9%
PTC
981
Private Trust Company
Ohio
$1.76M -$125K -768 -7%
SWM
982
SeaCrest Wealth Management
New York
$1.75M +$147K +904 +9%
BWP
983
Bernardo Wealth Planning
Pennsylvania
$1.75M +$245K +1,507 +16%
PPWM
984
Paragon Private Wealth Management
Kentucky
$1.75M +$193K +1,182 +12%
IAIM
985
International Assets Investment Management
Florida
$1.75M -$72.2K -445 -4%
TC
986
TAGStone Capital
North Carolina
$1.74M +$68.7K +422 +4%
NPT
987
Nixon Peabody Trust
Massachusetts
$1.74M +$95.6K +587 +6%
PO
988
Private Ocean
California
$1.74M -$2.44K -15 -0.1%
VFIC
989
Valley Forge Investment Consultants
Pennsylvania
$1.74M -$10.4K -64 -0.6%
MCWS
990
McKinley Carter Wealth Services
West Virginia
$1.74M -$154K -945 -8%
PCH
991
PGIM Custom Harvest
New Jersey
$1.74M -$10.4K -64 -0.6%
LSA
992
Lion Street Advisors
Texas
$1.73M – – –
LRIA
993
Leonard Rickey Investment Advisors
Washington
$1.72M -$23.1K -142 -1%
MCC
994
Money Concepts Capital
Florida
$1.72M -$163 -1 -0%
MLA
995
My Legacy Advisors
Oregon
$1.7M -$71.5K -439 -4%
RFN
996
RDA Financial Network
Iowa
$1.7M +$77.4K +475 +5%
BWA
997
Blodgett Wealth Advisors
California
$1.69M +$126K +772 +8%
MWS
998
Maxwell Wealth Strategies
California
$1.68M +$59.2K +373 +4%
NF
999
Norwood Financial
Pennsylvania
$1.67M -$4.89K -30 -0.3%
JHCP
1000
Jackson Hole Capital Partners
Oklahoma
$1.67M – – –
38 39
40
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