VTV icon

Vanguard Value ETF
VTV

Overview Fund Activity

2,044 hedge funds and large institutions have $80.8B invested in Vanguard Value ETF in 2024 Q2 according to their latest regulatory filings, with 135 funds opening new positions, 835 increasing their positions, 740 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,044
Holders Change
-1
Holders Change %
-0.05%
% of All Funds
29.73%
Holding in Top 10
362
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-5.48%
% of All Funds
5.26%
New
135
Increased
835
Reduced
740
Closed
105
Calls
$137M
Puts
$5.57M
Net Calls
+$132M
Net Calls Change
+$94.3M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$547M
2
AA
Axiom Advisory
California
+$535M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$298M
4
CA
Clearstead Advisors
Ohio
+$95.8M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$86.6M

Top Sellers

1
ERFOTCOFW
Employees Retirement Fund of the City of Fort Worth
Texas
-$151M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$149M
3
TODC
Trustees of Dartmouth College
New Hampshire
-$120M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$91.5M
5
Betterment LLC
Betterment LLC
New York
-$84.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
1026
Archvest Wealth Advisors
California
$1.51M +$714K +4,468 +90%
KFI
1027
Key Financial Inc
Pennsylvania
$1.51M +$283K +1,766 +23%
MWM
1028
Merriman Wealth Management
Washington
$1.51M +$177K +1,101 +13%
ODIJL
1029
One Day In July LLC
Vermont
$1.49M +$16.8K +105 +1%
MLA
1030
My Legacy Advisors
Oregon
$1.49M -$188K -1,170 -11%
EFG
1031
Ehrlich Financial Group
California
$1.49M -$1.94M -12,121 -57%
TFG
1032
Taylor Financial Group
Virginia
$1.49M +$231K +1,441 +18%
JIC
1033
Joel Isaacson & Co
New York
$1.48M +$288K +1,793 +24%
CPWM
1034
Cypress Point Wealth Management
Texas
$1.47M – – –
FCG
1035
Fielder Capital Group
Tennessee
$1.47M +$1.47M +9,189 New
WA1
1036
Wimmer Associates 1
California
$1.47M +$49.7K +310 +4%
SIA
1037
Soltis Investment Advisors
Utah
$1.46M +$58.2K +363 +4%
HCM
1038
Howland Capital Management
Massachusetts
$1.46M +$49.2K +305 +3%
QCG
1039
Quadrant Capital Group
Ohio
$1.46M – – –
IFA
1040
Index Fund Advisors
California
$1.46M -$68.7K -428 -5%
GS
1041
GTS Securities
New York
$1.46M -$2.47M -15,423 -63%
CIA
1042
Capital Investment Advisors
Georgia
$1.46M -$71.1K -443 -5%
OCFG
1043
O'Connor Financial Group
Illinois
$1.45M -$168K -1,046 -10%
SA
1044
SpiderRock Advisors
Delaware
$1.45M +$62.7K +391 +5%
RMA
1045
Roffman Miller Associates
Pennsylvania
$1.44M +$2.89K +18 +0.2%
SPIO
1046
Seven Post Investment Office
California
$1.43M – – –
Deutsche Bank
1047
Deutsche Bank
Germany
$1.43M -$56.8K -354 -4%
CAS
1048
Coppell Advisory Solutions
Texas
$1.42M +$1.42M +8,882 New
CP
1049
Coho Partners
Pennsylvania
$1.42M +$1.42M +8,871 New
WAM
1050
WNY Asset Management
New York
$1.42M +$27.6K +172 +2%
40 41
42
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