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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 %
MC
1001
Moors & Cabot
Massachusetts
$1.67M -$26.9K -165 -2%
ST
1002
Smithfield Trust
Pennsylvania
$1.67M – – –
OFS
1003
OneAscent Financial Services
Alabama
$1.67M +$429K +2,637 +35%
SCA
1004
Sandy Cove Advisors
Massachusetts
$1.66M -$150K -922 -8%
EWM
1005
Executive Wealth Management
Michigan
$1.66M +$21.3K +131 +1%
MFA
1006
McClarren Financial Advisors
Pennsylvania
$1.66M -$36.8K -226 -2%
AIA
1007
AIMZ Investment Advisors
California
$1.66M -$5.7K -35 -0.3%
SFC
1008
Strategic Financial Concepts
Texas
$1.65M +$1.65M +10,159 New
NRWA
1009
North Ridge Wealth Advisors
Oregon
$1.65M – – –
LIM
1010
Leavell Investment Management
Alabama
$1.65M -$22.1K -136 -1%
OCFG
1011
O'Connor Financial Group
Illinois
$1.64M +$135K +826 +9%
HGERS
1012
Householder Group Estate & Retirement Specialist
Arizona
$1.64M -$346K -2,125 -17%
ACA
1013
Aptus Capital Advisors
Alabama
$1.63M +$976K +5,992 +148%
LFG
1014
Larson Financial Group
Missouri
$1.63M +$176K +1,081 +12%
CWM
1015
Circle Wealth Management
New Jersey
$1.63M +$1.63M +9,996 New
PWM
1016
PBMares Wealth Management
Virginia
$1.63M +$242K +1,483 +17%
KAM
1017
KEB Asset Management
Illinois
$1.63M -$13.2K -81 -0.8%
AIA
1018
Arbor Investment Advisors
North Carolina
$1.62M +$1.3K +8 +0.1%
PP
1019
PDS Planning
Ohio
$1.62M +$14.2K +87 +0.9%
FAG
1020
Fortitude Advisory Group
Washington
$1.61M +$131K +806 +9%
IAN
1021
Integrated Advisors Network
Texas
$1.61M +$18.9K +116 +1%
EFA
1022
Evernest Financial Advisors
Indiana
$1.6M -$47.6K -305 -3%
PWA
1023
Peterson Wealth Advisors
Utah
$1.6M +$9.94K +61 +0.6%
FA
1024
Forefront Analytics
Pennsylvania
$1.59M -$16.3K -100 -1%
AWAP
1025
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.57M +$1.57M +9,667 New
39 40
41
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