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 %
WCFA
1226
Walkner Condon Financial Advisors
Wisconsin
$872K -$95.1K -584 -10%
HL
1227
HeadInvest LLC
Maine
$871K +$72K +442 +9%
PA
1228
Procyon Advisors
Connecticut
$871K +$150K +923 +21%
FWCM
1229
Ferguson Wellman Capital Management
Oregon
$869K -$523K -3,213 -38%
MPW
1230
Monterey Private Wealth
California
$866K -$71K -436 -8%
MJRIC
1231
Mogy Joel R Investment Counsel
California
$866K +$49K +301 +6%
TCWM
1232
Total Clarity Wealth Management
Illinois
$865K +$161K +989 +23%
CFO
1233
CVA Family Office
Colorado
$860K +$326 +2 +0%
CMAI
1234
Capital Management Associates Inc
Minnesota
$854K -$4.07K -25 -0.5%
BFC
1235
Bedel Financial Consulting
Indiana
$854K +$4.56K +28 +0.5%
CMBA
1236
C.M. Bidwell & Associates
Hawaii
$853K -$163 -1 -0%
SIC
1237
Salem Investment Counselors
North Carolina
$851K -$77.8K -478 -8%
BMWM
1238
Brown Miller Wealth Management
Virginia
$850K +$32.6K +200 +4%
PFG
1239
Pinnacle Financial Group
Illinois
$849K +$14.2K +87 +2%
RFP
1240
Root Financial Partners
California
$848K -$132K -812 -13%
SAS
1241
Stelac Advisory Services
New York
$847K +$322K +1,975 +61%
FFM
1242
Forum Financial Management
Illinois
$843K -$53.3K -327 -6%
CCMG
1243
Clark Capital Management Group
Pennsylvania
$842K +$33.7K +207 +4%
SIMC
1244
Squire Investment Management Company
Utah
$837K +$32.2K +198 +4%
PC
1245
Pecaut & Co
Iowa
$834K -$108K -664 -11%
TCOV
1246
Trust Company of Vermont
Vermont
$827K – – –
TWA
1247
Talisman Wealth Advisors
New Jersey
$826K +$3.75K +23 +0.5%
CIA
1248
Cohen Investment Advisors
New Hampshire
$823K +$8.14K +50 +1%
OBWG
1249
Onyx Bridge Wealth Group
New York
$823K +$120K +759 +17%
SNBOSD
1250
Security National Bank of So Dak
Iowa
$821K +$158K +971 +24%
48 49
50
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