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 %
BCMLT
1076
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.33M -$175K -1,073 -12%
ESB
1077
Essex Savings Bank
Connecticut
$1.33M – – –
LNWWM
1078
Laird Norton Wetherby Wealth Management
California
$1.32M +$489 +3 +0%
VA
1079
Vident Advisory
Georgia
$1.32M -$305K -1,874 -19%
NCM
1080
Northwest Capital Management
Oregon
$1.31M – – –
RWM
1081
Ritholtz Wealth Management
New York
$1.31M +$139K +853 +12%
CFS
1082
CRA Financial Services
New Jersey
$1.31M -$117K -721 -8%
FB
1083
First Bancorp
Maine
$1.31M – – –
HPM
1084
Hoxton Planning & Management
West Virginia
$1.31M -$20.8K -128 -2%
JIP
1085
Jaffetilchin Investment Partners
Florida
$1.3M +$107K +657 +9%
MWAM
1086
Manhattan West Asset Management
California
$1.3M -$23.3K -143 -2%
TH
1087
Team Hewins
California
$1.29M -$36.5K -224 -3%
FCA
1088
FinTrust Capital Advisors
South Carolina
$1.28M -$1.63K -10 -0.1%
NEPWA
1089
New England Private Wealth Advisors
Massachusetts
$1.28M +$4.23K +26 +0.3%
CCM
1090
Carlson Capital Management
Minnesota
$1.27M -$21.7M -133,216 -94%
TFG
1091
Taylor Financial Group
Virginia
$1.27M +$94.8K +582 +8%
WFM
1092
Wolff Financial Management
Michigan
$1.27M +$117K +720 +10%
TC
1093
TAP Consulting
Missouri
$1.27M -$159K -976 -11%
WA
1094
Wealth Alliance
New York
$1.26M -$12.2K -75 -1%
D
1095
Diversified
Delaware
$1.25M -$57.7K -354 -4%
KFI
1096
Key Financial Inc
Pennsylvania
$1.24M – – –
GGS
1097
Galvin Gaustad & Stein
Arizona
$1.24M +$56.2K +345 +5%
CFP
1098
Curran Financial Partners
South Carolina
$1.24M +$141K +865 +13%
IFPL
1099
Investments & Financial Planning LLC
Kentucky
$1.23M -$49.8K -306 -4%
AFG
1100
Atomi Financial Group
New York
$1.23M -$27.4K -168 -2%
42 43
44
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