VTV icon

Vanguard Value ETF
VTV

Overview Fund Activity

2,338 hedge funds and large institutions have $138B invested in Vanguard Value ETF in 2024 Q4 according to their latest regulatory filings, with 335 funds opening new positions, 997 increasing their positions, 702 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,338
Holders Change
+214
Holders Change %
+10.08%
% of All Funds
31.12%
Holding in Top 10
395
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+5.61%
% of All Funds
5.26%
New
335
Increased
997
Reduced
702
Closed
76
Calls
$90.5M
Puts
$15.7M
Net Calls
+$74.9M
Net Calls Change
-$43.4M

Top Buyers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$830M
2
Bank of America
Bank of America
North Carolina
+$331M
3
Morgan Stanley
Morgan Stanley
New York
+$308M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$283M
5
LNC
Lincoln National Corp
Pennsylvania
+$239M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$3.43B
2
PCIG
Partners Capital Investment Group
Massachusetts
-$91.8M
3
Jane Street
Jane Street
New York
-$77.1M
4
JSTA
Japan Science & Technology Agency
Japan
-$73.7M
5
Betterment LLC
Betterment LLC
New York
-$57.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFA
1076
Benningfield Financial Advisors
California
$1.8M +$1.8M +10,644 New
ACI
1077
Alpha Cubed Investments
California
$1.8M -$80.4K -475 -4%
IF
1078
Intrua Financial
Texas
$1.8M -$881K -5,203 -33%
VFIC
1079
Valley Forge Investment Consultants
Pennsylvania
$1.79M -$3.89K -23 -0.2%
LRIA
1080
Leonard Rickey Investment Advisors
Washington
$1.79M +$10.5K +62 +0.6%
BP
1081
Broadleaf Partners
Ohio
$1.78M -$55.7K -329 -3%
JIP
1082
Jaffetilchin Investment Partners
Florida
$1.78M +$62K +366 +4%
FAG
1083
Fortitude Advisory Group
Washington
$1.77M +$56K +331 +3%
AT
1084
American Trust
Kentucky
$1.75M +$658K +3,884 +60%
ISFAN
1085
Investor's Fiduciary Advisor Network
Washington
$1.75M +$1.75M +10,330 New
MCWS
1086
McKinley Carter Wealth Services
West Virginia
$1.75M – – –
CSIA
1087
Conrad Siegel Investment Advisors
Pennsylvania
$1.75M -$898K -5,305 -34%
RFA
1088
RTD Financial Advisors
Pennsylvania
$1.74M -$31.2K -184 -2%
JHCP
1089
Jackson Hole Capital Partners
Oklahoma
$1.74M – – –
MWS
1090
Maxwell Wealth Strategies
California
$1.73M – – –
CCP
1091
Clarity Capital Partners
California
$1.73M +$231K +1,362 +15%
Massachusetts Financial Services
1092
Massachusetts Financial Services
Massachusetts
$1.73M +$1.37M +8,091 +377%
EFG
1093
Ehrlich Financial Group
California
$1.72M +$280K +1,655 +19%
MWM
1094
Maripau Wealth Management
Indiana
$1.72M -$273K -1,615 -14%
WA
1095
Wealth Alliance
New York
$1.72M +$539K +3,186 +46%
SFPM
1096
Sensible Financial Planning & Management
Massachusetts
$1.72M -$291K -1,717 -14%
DJSG
1097
D.J. St. Germain
Massachusetts
$1.71M +$351K +2,076 +26%
PD
1098
Planning Directions
Pennsylvania
$1.71M -$125K -737 -7%
IVP
1099
Intrinsic Value Partners
Arizona
$1.71M +$1.17M +6,920 +219%
AG
1100
AmeriFlex Group
Nevada
$1.71M +$1.71M +9,655 New
42 43
44
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