We are live on ! Find out more
VTV icon

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
SCTC
1051
Sanibel Captiva Trust Company
Florida
$1.7M +$323K +1,930 +25%
AWAP
1052
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.7M -$14.7K -88 -0.9%
D
1053
Diversified
Delaware
$1.69M +$41K +245 +3%
DE
1054
Diversified Enterprises
Delaware
$1.69M +$1.62M +9,674 New
AWM
1055
Accurate Wealth Management
Florida
$1.68M -$265K -1,585 -14%
KFI
1056
Key Financial Inc
Pennsylvania
$1.68M +$37.7K +225 +2%
VCP
1057
Verus Capital Partners
Arizona
$1.66M +$15.2K +91 +1%
BAM
1058
BOS Asset Management
Illinois
$1.66M +$14.7K +88 +0.9%
PIMG
1059
Patriot Investment Management Group
Tennessee
$1.65M -$67.8K -405 -4%
AIFAIM
1060
American Institute for Advanced Investment Management
Arizona
$1.64M -$73.7K -440 -4%
VAM
1061
Verity Asset Management
North Carolina
$1.64M +$190K +1,136 +14%
GG
1062
GenWealth Group
New Jersey
$1.64M -$125K -749 -7%
SIA
1063
Soltis Investment Advisors
Utah
$1.63M +$36.2K +216 +2%
SCA
1064
Sandy Cove Advisors
Massachusetts
$1.62M -$152K -909 -9%
FCFC
1065
First Commonwealth Financial Corp
Pennsylvania
$1.62M -$360K -2,152 -19%
WAM
1066
WNY Asset Management
New York
$1.62M +$68.6K +410 +5%
CPWM
1067
Cypress Point Wealth Management
Texas
$1.61M +$8.54K +51 +0.6%
VFPW
1068
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.6M -$50.6K -302 -3%
HGERS
1069
Householder Group Estate & Retirement Specialist
Arizona
$1.6M -$161K -963 -9%
CIA
1070
Capital Investment Advisors
Georgia
$1.6M +$17.1K +102 +1%
WA1
1071
Wimmer Associates 1
California
$1.6M
LAM
1072
LifePro Asset Management
California
$1.6M -$105K -628 -6%
QCG
1073
Quadrant Capital Group
Ohio
$1.59M
FT
1074
Fiduciary Trust
Massachusetts
$1.58M +$735K +4,390 +94%
FNC
1075
First National Corp
Massachusetts
$1.58M +$56.1K +335 +4%

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.