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
29.64%
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 %
TPW
1026
Tiller Private Wealth
Pennsylvania
$1.57M -$8.32M -51,083 -84%
BAM
1027
BOS Asset Management
Illinois
$1.56M +$12.2K +75 +0.8%
AIFAIM
1028
American Institute for Advanced Investment Management
Arizona
$1.56M -$31.6K -194 -2%
CIA
1029
Capital Investment Advisors
Georgia
$1.55M +$258K +1,585 +20%
FLPIM
1030
F.L. Putnam Investment Management
Massachusetts
$1.55M +$10.9K +67 +0.7%
IFA
1031
Index Fund Advisors
California
$1.55M -$2.44K -15 -0.2%
VCP
1032
Verus Capital Partners
Arizona
$1.55M -$34.2K -210 -2%
CHA
1033
Carmichael Hill & Associates
Maryland
$1.53M +$24.8K +152 +2%
RRA
1034
Round Rock Advisors
Connecticut
$1.52M -$158K -968 -9%
GAM
1035
Grandview Asset Management
Pennsylvania
$1.52M +$250K +1,537 +20%
Deutsche Bank
1036
Deutsche Bank
Germany
$1.51M -$1.59M -9,788 -51%
AWM
1037
Accurate Wealth Management
Florida
$1.51M -$44.1K -283 -3%
MGWM
1038
Marks Group Wealth Management
Minnesota
$1.51M +$30.5K +187 +2%
ODIJL
1039
One Day In July LLC
Vermont
$1.5M +$40.9K +251 +3%
CPWM
1040
Cypress Point Wealth Management
Texas
$1.5M +$394K +2,419 +36%
HTC
1041
Haverford Trust Company
Pennsylvania
$1.49M -$10.7K -66 -0.7%
QCG
1042
Quadrant Capital Group
Ohio
$1.48M +$460K +2,824 +45%
KLI
1043
Kelman-Lazarov Inc
Tennessee
$1.47M -$50.8K -312 -3%
RWA
1044
Redhawk Wealth Advisors
Minnesota
$1.47M -$164K -1,010 -10%
4FG
1045
4Thought Financial Group
New York
$1.47M -$7.27M -44,621 -83%
PIMG
1046
Patriot Investment Management Group
Tennessee
$1.47M -$42K -258 -3%
RMA
1047
Roffman Miller Associates
Pennsylvania
$1.46M -$7K -43 -0.5%
SPIO
1048
Seven Post Investment Office
California
$1.46M – – –
IW
1049
Imprint Wealth
South Carolina
$1.45M +$874K +5,390 +152%
GWM
1050
Geneos Wealth Management
Colorado
$1.44M -$183K -1,125 -11%
40 41
42
43 44