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 %
KP
1101
Keel Point
Alabama
$1.23M -$26.4K -162 -2%
SCTC
1102
Sanibel Captiva Trust Company
Florida
$1.22M +$143K +880 +13%
DJSG
1103
D.J. St. Germain
Massachusetts
$1.22M +$4.4K +27 +0.4%
AG
1104
Advocate Group
Minnesota
$1.22M – – –
JIC
1105
Joel Isaacson & Co
New York
$1.21M +$555K +3,406 +85%
RGC
1106
Roberts, Glore & Co
Illinois
$1.2M -$50.5K -310 -4%
GC
1107
Guidance Capital
Kentucky
$1.2M +$128K +825 +12%
BC
1108
Bowman & Company
Wisconsin
$1.19M -$328K -2,017 -22%
GWMR
1109
GC Wealth Management RIA
Massachusetts
$1.19M +$1.19M +7,308 New
WAG
1110
Winthrop Advisory Group
Massachusetts
$1.18M +$148K +909 +14%
MSAM
1111
Moloney Securities Asset Management
Missouri
$1.18M +$3.09K +19 +0.3%
CWC
1112
Carolinas Wealth Consulting
North Carolina
$1.17M +$62.7K +385 +6%
WA
1113
Wealthstream Advisors
New York
$1.17M +$277K +1,702 +31%
CRC
1114
Curi RMB Capital
Illinois
$1.17M -$55.2K -339 -5%
CCA
1115
Checchi Capital Advisers
California
$1.15M +$24.6K +151 +2%
CM
1116
Columbus Macro
Pennsylvania
$1.14M – – –
WT
1117
Washington Trust
Rhode Island
$1.14M +$122K +747 +12%
MCCP
1118
Mission Creek Capital Partners
California
$1.14M +$3.91K +24 +0.3%
NS
1119
NBC Securities
Alabama
$1.14M +$34.8K +195 +3%
ACM
1120
Advance Capital Management
Michigan
$1.13M +$394K +2,419 +54%
LFA
1121
Longview Financial Advisors
Alabama
$1.13M -$116K -714 -9%
KWS
1122
Keystone Wealth Services
California
$1.13M -$284K -1,743 -20%
SC
1123
Sapient Capital
Indiana
$1.12M +$27.7K +170 +3%
CAM
1124
Cozad Asset Management
Illinois
$1.12M +$21.8K +134 +2%
FFA
1125
Founders Financial Alliance
North Carolina
$1.12M +$426K +2,617 +61%
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45
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