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 %
HKIMG
1151
Hutchens & Kramer Investment Management Group
Indiana
$1.06M -$27.3K -168 -3%
FP
1152
Financial Perspectives
Minnesota
$1.06M +$92.5K +568 +10%
CIBC World Market
1153
CIBC World Market
Ontario, Canada
$1.05M -$36.5K -224 -3%
AT
1154
American Trust
Kentucky
$1.04M -$295K -1,810 -22%
FGAM
1155
Financial Gravity Asset Management
Texas
$1.04M +$479K +3,076 +85%
FM
1156
Foster & Motley
Ohio
$1.03M +$73.8K +453 +8%
WEG
1157
World Equity Group
Illinois
$1.03M +$89.3K +548 +10%
CCB
1158
Country Club Bank
Missouri
$1.02M – – –
WMP
1159
Wealth Management Partners
Arizona
$1.02M -$61.6K -378 -6%
TA
1160
TrueWealth Advisors
Alabama
$1.01M -$40.1K -246 -4%
EWA
1161
Evolution Wealth Advisors
Florida
$1.01M – – –
MBT
1162
Montecito Bank & Trust
California
$1.01M – – –
GSC
1163
Grey Street Capital
Illinois
$1.01M +$6.35K +39 +0.6%
BAM
1164
Brave Asset Management
New Jersey
$1.01M +$66.8K +410 +7%
WMR
1165
Wealth Management Resources
Rhode Island
$1M +$215K +1,317 +27%
RW
1166
Rede Wealth
Virginia
$1,000K -$715K -4,392 -42%
BGA
1167
Battery Global Advisors
Massachusetts
$996K – – –
WP
1168
WMS Partners
Maryland
$993K +$2.12K +13 +0.2%
SIG
1169
Stonegate Investment Group
Alabama
$992K +$193K +1,187 +24%
PFM
1170
Peak Financial Management
Massachusetts
$985K +$59.1K +363 +6%
UFAC
1171
Urban Financial Advisory Corp
Illinois
$980K +$6.19K +38 +0.6%
V
1172
VeraBank
Texas
$977K – – –
HW
1173
Hancock Whitney
Mississippi
$975K – – –
BIA
1174
Barry Investment Advisors
Massachusetts
$972K -$59.9K -368 -6%
TCBWMS
1175
Texas Capital Bank Wealth Management Services
Texas
$971K +$79K +485 +9%
45 46
47
48 49