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Vanguard Value ETF

2,138 hedge funds and large institutions have $89.4B invested in Vanguard Value ETF in 2024 Q3 according to their latest regulatory filings, with 161 funds opening new positions, 967 increasing their positions, 712 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more call options, than puts

Call options by funds: $165M | Put options by funds: $46.3M

182% more first-time investments, than exits

New positions opened: 161 | Existing positions closed: 57

36% more repeat investments, than reductions

Existing positions increased: 967 | Existing positions reduced: 712

11% more capital invested

Capital invested by funds: $80.9B → $89.4B (+$8.55B)

4% more funds holding

Funds holding: 2,0592,138 (+79)

4% more funds holding in top 10

Funds holding in top 10: 364377 (+13)

2.21% more ownership

Funds ownership: 70.34%72.56% (+2.2%)

Holders
2,138
Holders Change
+79
Holders Change %
+3.84%
% of All Funds
30.7%
Holding in Top 10
377
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+3.57%
% of All Funds
5.41%
New
161
Increased
967
Reduced
712
Closed
57
Calls
$165M
Puts
$46.3M
Net Calls
+$118M
Net Calls Change
-$13.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
976
Amplius Wealth Advisors
Pennsylvania
$2.13M -$22.6K -135 -1%
NLP
977
Next Level Private
New York
$2.13M +$16.2K +97 +0.8%
NSIM
978
North Star Investment Management
Illinois
$2.12M -$9.54K -57 -0.5%
LA
979
LM Advisors
California
$2.12M -$617K -3,687 -21%
EWM
980
Evermay Wealth Management
Virginia
$2.12M -$16.9K -101 -0.8%
SAW
981
Signal Advisors Wealth
Michigan
$2.12M +$2.03M +12,139 New
MG
982
MilWealth Group
Wisconsin
$2.12M -$50.9K -304 -2%
CCM
983
Colorado Capital Management
Colorado
$2.11M -$375K -2,241 -16%
WAG
984
Wiser Advisor Group
Arizona
$2.11M -$29.3K -175 -1%
KeyBank National Association
985
KeyBank National Association
Ohio
$2.1M -$14.6K -87 -0.7%
AIM
986
Anchor Investment Management
South Carolina
$2.09M +$192K +1,148 +11%
BCM
987
Becker Capital Management
Oregon
$2.09M -$17.6K -105 -0.9%
MIFH
988
Migdal Insurance & Financial Holdings
Israel
$2.09M +$182K +1,086 +10%
CIA
989
Choate Investment Advisors
Massachusetts
$2.08M
AWA
990
Alta Wealth Advisors
Massachusetts
$2.08M +$80K +478 +4%
SFPM
991
Sensible Financial Planning & Management
Massachusetts
$2.07M -$41.5K -248 -2%
LFG
992
Larson Financial Group
Missouri
$2.07M +$37.3K +223 +2%
MWM
993
Maripau Wealth Management
Indiana
$2.06M -$240K -1,434 -11%
BWP
994
Bernardo Wealth Planning
Pennsylvania
$2.04M +$63.5K +379 +3%
WP
995
WMS Partners
Maryland
$2.03M +$831K +4,964 +74%
SCM
996
Stonehearth Capital Management
Massachusetts
$2.02M +$11.2K +67 +0.6%
CAM
997
Covenant Asset Management
New Jersey
$2.01M -$69.3K -414 -3%
ACA
998
Aptus Capital Advisors
Alabama
$2.01M +$170K +1,013 +10%
SWP
999
SIMA Wealth Partners
Virginia
$1.99M -$91.4K -546 -5%
NSAM
1000
North Star Asset Management
Wisconsin
$1.98M -$20.1K -120 -1%

VTV Hedge Fund Activity: Q3 2024 in Review

2,138 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard Value ETF (VTV) for Q3 2024, worth a combined $89.4B — up 11% from $80.9B a quarter earlier.

Buyers outnumbered sellers: 161 funds opened new VTV positions and 57 closed out — a net gain of 104 holders — while 967 added to existing stakes and 712 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $3.4B. The largest seller was Strategic Financial Concepts, cutting an estimated $447M.

  • 2,138 institutional investors held Vanguard Value ETF (VTV) as of Q3 2024, up from 2,059 in Q2 2024.
  • Funds reported $89.4B of Vanguard Value ETF stock for Q3 2024, up 11% quarter-over-quarter.
  • 161 funds opened new Vanguard Value ETF positions in Q3 2024 and 57 closed out, a net change of +104 holders.
  • The largest Vanguard Value ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $3.4B added.
  • The largest Vanguard Value ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $447M sold.

Based on aggregated 13F filings for Q3 2024.