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 %
WA1
1051
Wimmer Associates 1
California
$1.44M -$12.2K -75 -0.8%
GG
1052
GenWealth Group
New Jersey
$1.44M +$235K +1,441 +20%
SIA
1053
Soltis Investment Advisors
Utah
$1.43M +$357K +2,193 +33%
HCM
1054
Howland Capital Management
Massachusetts
$1.42M -$6.51K -40 -0.5%
DAS
1055
Diversify Advisory Services
Utah
$1.42M +$1.42M +8,742 New
WAM
1056
WNY Asset Management
New York
$1.42M +$18.2K +112 +1%
SIAS
1057
Summit Investment Advisory Services
Minnesota
$1.42M +$12.4K +76 +0.9%
BPWM
1058
Badgley Phelps Wealth Managers
Washington
$1.41M -$280K -1,721 -17%
BL
1059
Balentine LLC
Georgia
$1.4M +$904K +5,553 +181%
AWM
1060
Axxcess Wealth Management
California
$1.39M -$222K -1,364 -14%
AIA
1061
Alera Investment Advisors
Illinois
$1.39M – – –
PFG
1062
PAX Financial Group
Texas
$1.38M -$34.9K -214 -2%
SCM
1063
Spreng Capital Management
Ohio
$1.38M +$470K +2,887 +52%
CASC
1064
Coppell Advisory Solutions Corp
Texas
$1.38M +$1.38M +8,452 New
EFG
1065
Embree Financial Group
Illinois
$1.38M +$20.7K +127 +2%
SA
1066
SpiderRock Advisors
Delaware
$1.37M +$1.37M +8,653 New
SPI
1067
Sutton Place Investors
New York
$1.35M +$165K +1,014 +14%
CAWM
1068
Capital Advisors Wealth Management
Washington
$1.35M -$465K -2,853 -26%
NDSI
1069
Newman Dignan & Sheerar Inc
Rhode Island
$1.34M -$69.9K -429 -5%
MWM
1070
Merriman Wealth Management
Washington
$1.34M +$128K +787 +11%
THWM
1071
Taylor Hoffman Wealth Management
Virginia
$1.34M – – –
LA
1072
Lane & Associates
New Jersey
$1.34M +$44.6K +274 +3%
PCG
1073
Prosperity Consulting Group
Maryland
$1.34M +$38.9K +239 +3%
Citadel Advisors
1074
Citadel Advisors
Florida
$1.33M -$176K -1,081 -12%
RCI
1075
RS Crum Inc
California
$1.33M – – –
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