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 %
NG
1176
Norden Group
Utah
$971K +$971K +5,963 New
PCS
1177
Private Client Services
Kentucky
$971K – – –
SOS
1178
Silver Oak Securities
Tennessee
$968K -$106K -652 -10%
ACM
1179
Armbruster Capital Management
New York
$966K – – –
EAMA
1180
EFG Asset Management (Americas)
Florida
$965K – – –
HIGP
1181
Hill Investment Group Partners
Missouri
$964K -$84.9K -521 -8%
Fisher Asset Management
1182
Fisher Asset Management
Washington
$964K -$287K -1,763 -23%
CWA
1183
Continuum Wealth Advisors
New York
$957K -$1.84M -11,276 -66%
LG
1184
LAM Group
Oregon
$956K -$7.33K -45 -0.8%
CFS
1185
Cannon Financial Strategists
Georgia
$954K +$113K +693 +13%
KFP
1186
Keener Financial Planning
Texas
$951K +$24.9K +153 +3%
IFAM
1187
Institutional & Family Asset Management
Colorado
$948K +$28.3K +174 +3%
UI
1188
Unconventional Investor
New Hampshire
$944K +$5.86K +36 +0.6%
AWA
1189
Alaska Wealth Advisors
Alaska
$943K +$49.2K +302 +5%
MAS
1190
Meeder Advisory Services
Ohio
$942K -$186K -1,144 -17%
MGW
1191
MB Generational Wealth
Washington
$941K -$664K -2,390 -41%
FNT
1192
First National Trust
Pennsylvania
$941K -$146K -897 -13%
DWP
1193
Daymark Wealth Partners
Ohio
$940K +$136K +836 +17%
AFM
1194
Abbot Financial Management
Massachusetts
$939K -$4.07K -25 -0.4%
CCG
1195
Chatham Capital Group
Georgia
$938K +$19.5K +120 +2%
DIA
1196
Dana Investment Advisors
Wisconsin
$937K -$85.5K -525 -8%
PB
1197
Pinnacle Bancorp
Nebraska
$933K -$1.14K -7 -0.1%
WW
1198
Waterfront Wealth
Kansas
$931K -$112K -709 -11%
HAM
1199
Harmony Asset Management
Arizona
$931K +$931K +5,716 New
AWM
1200
Atticus Wealth Management
Florida
$931K -$651 -4 -0.1%
46 47
48
49 50