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 %
6F
1201
626 Financial
Michigan
$930K -$157K -961 -14%
SAM
1202
SignalPoint Asset Management
Missouri
$929K -$11.7K -72 -1%
TDC
1203
Thompson Davis & Co
Virginia
$929K -$139K -855 -13%
CFS
1204
CGC Financial Services
Oregon
$927K – – –
BCP
1205
Berkeley Capital Partners
Georgia
$923K -$5.74M -35,265 -86%
JFGIW
1206
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$922K -$13.8K -85 -1%
GAM
1207
Gould Asset Management
California
$921K -$30.9K -190 -3%
VT
1208
Vise Technologies
New York
$918K -$739K -4,537 -45%
IWA
1209
Inspirion Wealth Advisors
Illinois
$917K – – –
SWM
1210
Selective Wealth Management
Virginia
$917K +$917K +5,773 New
HNWAG
1211
High Net Worth Advisory Group
Florida
$916K +$916K +5,621 New
JSL
1212
JT Stratford LLC
Georgia
$915K +$17.6K +108 +2%
SL
1213
Sentinus LLC
Illinois
$913K +$913K +5,607 New
AA
1214
Alesco Advisors
New York
$909K -$977 -6 -0.1%
RFN
1215
Redwood Financial Network
Ohio
$908K -$66.4K -408 -7%
TFM
1216
TFC Financial Management
Massachusetts
$902K +$814 +5 +0.1%
SWM
1217
Sugarloaf Wealth Management
Georgia
$902K +$66.1K +406 +8%
CCA
1218
Cobblestone Capital Advisors
New York
$901K -$7.33K -45 -0.8%
CWA
1219
Canvas Wealth Advisors
Kansas
$899K -$102K -657 -10%
GAG
1220
GM Advisory Group
New York
$898K +$977 +6 +0.1%
PP
1221
Patron Partners
Texas
$894K +$16.8K +103 +2%
SOAG
1222
Silver Oak Advisory Group
Oregon
$889K +$489 +3 +0.1%
BW
1223
Bison Wealth
Georgia
$887K – – –
GI
1224
GAMMA Investing
California
$876K +$546K +3,355 +166%
SSB
1225
Sandy Spring Bank
Maryland
$873K +$274K +1,683 +46%
47 48
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