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.

Holders
2,044
Holders Change
-1
Holders Change %
-0.05%
% of All Funds
29.74%
Holding in Top 10
362
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-5.48%
% of All Funds
5.27%
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
1
Bank of America
North Carolina
$18.5B
2
AA
2
Axiom Advisory
California
$543M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$8.18B
4
CA
4
Clearstead Advisors
Ohio
$101M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$126M

Top Sellers

1
ERFOTCOFW
1
Employees Retirement Fund of the City of Fort Worth
Texas
$0
2
Caisse de Depot et Placement du Quebec (CDPQ)
2
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$0
3
TODC
3
Trustees of Dartmouth College
New Hampshire
$56M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$662M
5
Betterment LLC
5
Betterment LLC
New York
$958M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
101
Strategies Wealth Advisors
Michigan
$89.8M +$14.1M +87,874 +19%
SF
102
Safeguard Financial
Wisconsin
$88M +$9.44M +58,821 +12%
Cerity Partners
103
Cerity Partners
New York
$87.2M +$6.28M +39,138 +8%
BFPW
104
BOK Financial Private Wealth
Colorado
$86.3M +$1.49M +9,227 +2%
CM
105
Cornerstone Management
Georgia
$85.2M +$3.09M +19,256 +4%
SQA
106
Simon Quick Advisors
New Jersey
$83.2M +$11.2M +69,836 +16%
FWM
107
Focused Wealth Management
New York
$82.2M +$2.02M +12,574 +3%
MCIA
108
Mountain Capital Investment Advisors
Colorado
$81.6M +$6.71M +40,690 +9%
IPW
109
Invictus Private Wealth
Colorado
$81.3M +$1.3M +8,109 +2%
BNP Paribas Financial Markets
110
BNP Paribas Financial Markets
France
$77.5M +$14.6M +90,869 +23%
TCOT
111
Trust Company of Tennessee
Tennessee
$76.1M +$76.1M +474,727 New
OPS
112
Orion Portfolio Solutions
Nebraska
$75.6M +$3.6M +22,459 +5%
BCI
113
Brinker Capital Investments
Pennsylvania
$75.6M +$3.6M +22,459 +5%
FSWA
114
Financial Synergies Wealth Advisors
Texas
$74.9M +$779K +4,858 +1%
RZH
115
Relyea Zuckerberg Hanson
Connecticut
$74M +$1.17M +7,273 +2%
Rockefeller Capital Management
116
Rockefeller Capital Management
New York
$73.8M -$918K -5,724 -1%
TWM
117
TMD Wealth Management
Arizona
$70.8M +$3.32M +20,686 +5%
AI
118
Atria Investments
North Carolina
$70.2M -$1.92M -11,953 -3%
NFG
119
Nadler Financial Group
Illinois
$69.2M +$2.09M +13,012 +3%
CZI
120
Chan Zuckerberg Initiative
California
$66.6M -$29.5M -183,926 -31%
MIS
121
Morningstar Investment Services
Illinois
$66.1M -$3.16M -19,771 -5%
RA
122
Rodgers & Associates
Pennsylvania
$66.1M -$943K -5,878 -1%
RWB
123
RMR Wealth Builders
New Jersey
$65.7M +$2.3M +14,324 +4%
Corient Private Wealth
124
Corient Private Wealth
Florida
$65.2M -$1.76M -10,967 -3%
PPW
125
Pasadena Private Wealth
California
$65.1M +$176K +1,099 +0.3%
3 4
5
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