VTV icon

Vanguard Value ETF
VTV

Overview Fund Activity

2,044 hedge funds and large institutions have $80.8B invested in Vanguard Value ETF in 2024 Q2 according to their latest regulatory filings, with 135 funds opening new positions, 835 increasing their positions, 740 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,044
Holders Change
-1
Holders Change %
-0.05%
% of All Funds
29.73%
Holding in Top 10
362
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-5.48%
% of All Funds
5.26%
New
135
Increased
835
Reduced
740
Closed
105
Calls
$137M
Puts
$5.57M
Net Calls
+$132M
Net Calls Change
+$94.3M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$547M
2
AA
Axiom Advisory
California
+$535M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$298M
4
CA
Clearstead Advisors
Ohio
+$95.8M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$86.6M

Top Sellers

1
ERFOTCOFW
Employees Retirement Fund of the City of Fort Worth
Texas
-$151M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$149M
3
TODC
Trustees of Dartmouth College
New Hampshire
-$120M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$91.5M
5
Betterment LLC
Betterment LLC
New York
-$84.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
WMP
1151
Wealth Management Partners
Arizona
$1.01M -$481 -3 -0%
CCB
1152
Country Club Bank
Missouri
$1M – – –
FGAM
1153
Financial Gravity Asset Management
Texas
$1M -$67K -418 -6%
MBT
1154
Montecito Bank & Trust
California
$996K – – –
BGA
1155
Battery Global Advisors
Massachusetts
$987K – – –
HKIMG
1156
Hutchens & Kramer Investment Management Group
Indiana
$982K -$61.2K -383 -6%
HSG
1157
Helen Stephens Group
Texas
$980K +$980K +6,109 New
SWM
1158
Sugarloaf Wealth Management
Georgia
$978K +$89.5K +558 +10%
WI
1159
WrapManager Inc
California
$974K -$105K -654 -10%
JSL
1160
JT Stratford LLC
Georgia
$971K +$69.5K +433 +8%
ACM
1161
Advance Capital Management
Michigan
$968K -$144K -897 -13%
PFM
1162
Peak Financial Management
Massachusetts
$966K -$4.97K -31 -0.5%
PA
1163
Procyon Advisors
Connecticut
$965K +$107K +664 +12%
CCMG
1164
Clark Capital Management Group
Pennsylvania
$964K +$135K +840 +16%
EWA
1165
Evolution Wealth Advisors
Florida
$962K -$34.8K -217 -3%
PBF
1166
Petix & Botte Financial
California
$961K -$16.7M -104,330 -95%
DIA
1167
Dana Investment Advisors
Wisconsin
$959K +$35.3K +220 +4%
PCS
1168
Private Client Services
Kentucky
$957K +$962 +6 +0.1%
AFM
1169
Abbot Financial Management
Massachusetts
$957K +$32.1K +200 +3%
TCBWMS
1170
Texas Capital Bank Wealth Management Services
Texas
$957K – – –
CCG
1171
Chatham Capital Group
Georgia
$956K +$32.1K +200 +3%
HNWAG
1172
High Net Worth Advisory Group
Florida
$956K +$53.8K +335 +6%
SWM
1173
Selective Wealth Management
Virginia
$955K +$28.3K +176 +3%
NG
1174
Norden Group
Utah
$953K -$3.05K -19 -0.3%
EL
1175
Essex LLC
Illinois
$953K +$953K +5,939 New
45 46
47
48 49