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 %
CW
1126
CIC Wealth
Maryland
$1.12M +$27.7K +170 +3%
GCA
1127
Gradient Capital Advisors
California
$1.12M -$4.4K -27 -0.4%
GC
1128
Grimes & Company
Massachusetts
$1.11M +$14.3K +88 +1%
KFS
1129
Kelly Financial Services
Massachusetts
$1.11M -$109K -668 -9%
PFBT
1130
Parkside Financial Bank & Trust
Missouri
$1.11M +$11.2K +69 +1%
SRC
1131
Shufro Rose & Co
New York
$1.11M -$20.4K -125 -2%
JWBC
1132
J.W. Burns & Co
New York
$1.1M +$71K +436 +7%
RIS
1133
Retirement Income Solutions
Michigan
$1.1M -$5.7K -35 -0.5%
WAG
1134
Wallace Advisory Group
California
$1.1M +$1.1M +7,379 New
WA
1135
WP Advisors
California
$1.1M +$263K +1,613 +31%
KDA
1136
Kraft Davis & Associates
Missouri
$1.1M -$1.77M -10,960 -62%
WI
1137
WrapManager Inc
California
$1.1M -$2.61K -16 -0.2%
SC
1138
Scotia Capital
Ontario, Canada
$1.1M +$162K +994 +17%
ACM
1139
Ardent Capital Management
Ohio
$1.09M – – –
EWM
1140
Endowment Wealth Management
Wisconsin
$1.09M +$706K +4,334 +185%
BA
1141
Bristlecone Advisors
Washington
$1.08M -$54.7K -336 -5%
CastleKeep Investment Advisors
1142
CastleKeep Investment Advisors
Connecticut
$1.08M -$95.4K -586 -8%
ZIM
1143
Zacks Investment Management
Illinois
$1.08M +$365K +2,476 +51%
HSA
1144
HBK Sorce Advisory
Pennsylvania
$1.08M -$1.25M -7,647 -54%
FWM
1145
FSA Wealth Management
Massachusetts
$1.08M +$15.3K +94 +1%
DI
1146
Diligent Investors
California
$1.07M -$16.3K -100 -1%
SW
1147
SVB Wealth
Massachusetts
$1.07M -$583K -3,582 -35%
CJ
1148
Caitlin John
Michigan
$1.07M +$203K +1,245 +23%
VF
1149
Vawter Financial
Ohio
$1.06M +$114K +697 +12%
GFPC
1150
Global Financial Private Client
Florida
$1.06M +$23.8K +147 +2%
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