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
29.65%
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
$18.2B
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$356M
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
$737M
5
Mariner
Mariner
Kansas
$635M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$4.71B
2
Betterment LLC
Betterment LLC
New York
$1.06B
3
Goldman Sachs
Goldman Sachs
New York
$662M
4
PCIG
Partners Capital Investment Group
Massachusetts
$201M
5
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
CHP
101
Cable Hill Partners
Oregon
$88.1M – – –
BFPW
102
BOK Financial Private Wealth
Colorado
$85.6M +$6.12M +37,566 +8%
National Bank of Canada
103
National Bank of Canada
Quebec, Canada
$83.6M -$8.17M -50,597 -9%
CM
104
Cornerstone Management
Georgia
$83.4M -$1.64M -10,079 -2%
Cerity Partners
105
Cerity Partners
New York
$82.1M -$17.9M -109,897 -18%
FWM
106
Focused Wealth Management
New York
$81.5M +$3.82M +23,466 +5%
IPW
107
Invictus Private Wealth
Colorado
$81.2M -$1.16M -7,108 -1%
AIA
108
Angeles Investment Advisors
California
$80.7M +$73.2M +449,582 +982%
SF
109
Safeguard Financial
Wisconsin
$79.7M +$5.84M +35,833 +8%
Natixis Advisors
110
Natixis Advisors
Massachusetts
$78.1M -$39.9M -244,974 -34%
SWA
111
Strategies Wealth Advisors
Michigan
$76.9M +$4.99M +30,614 +7%
Thrivent Financial for Lutherans
112
Thrivent Financial for Lutherans
Minnesota
$76.3M -$6.61M -40,578 -8%
Rockefeller Capital Management
113
Rockefeller Capital Management
New York
$75.9M +$9.25M +56,806 +14%
FSWA
114
Financial Synergies Wealth Advisors
Texas
$75.2M +$1.16M +7,131 +2%
BRWA
115
B. Riley Wealth Advisors
Florida
$75.1M +$17.3M +125,235 +30%
RZH
116
Relyea Zuckerberg Hanson
Connecticut
$74M +$1.83M +11,218 +3%
AI
117
Atria Investments
North Carolina
$73.3M +$2.19M +13,445 +3%
BCI
118
Brinker Capital Investments
Pennsylvania
$73.1M +$414K +2,545 +0.6%
OPS
119
Orion Portfolio Solutions
Nebraska
$73.1M +$414K +2,545 +0.6%
SQA
120
Simon Quick Advisors
New Jersey
$73.1M +$11.2M +69,034 +18%
MCIA
121
Mountain Capital Investment Advisors
Colorado
$73M +$28.5M +177,082 +64%
CW
122
CreativeOne Wealth
Kansas
$71.6M +$8.6M +52,817 +14%
MIS
123
Morningstar Investment Services
Illinois
$70.3M -$99M -609,437 -58%
TWM
124
TMD Wealth Management
Arizona
$68.5M +$5.02M +30,800 +8%
NFG
125
Nadler Financial Group
Illinois
$68.1M -$212K -1,304 -0.3%
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