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 %
HIG
1251
Heritage Investment Group
Florida
$816K +$100K +614 +14%
Boston Partners
1252
Boston Partners
Massachusetts
$814K -$1.11M -6,802 -58%
FA
1253
FSA Advisors
Michigan
$812K -$78.8K -484 -9%
AWA
1254
Archvest Wealth Advisors
California
$807K +$44.1K +272 +6%
AA
1255
Ashford Advisors
New York
$806K -$8.59M -52,755 -91%
RCM
1256
Raleigh Capital Management
North Carolina
$804K +$23K +141 +3%
IF
1257
Ironwood Financial
Arizona
$804K +$140K +860 +21%
AW
1258
Apricus Wealth
South Carolina
$804K -$17.6K -108 -2%
FSA
1259
Fort Sheridan Advisors
Illinois
$803K +$21.3K +131 +3%
JGIA
1260
Jackson Grant Investment Advisers
Connecticut
$803K +$9.45K +58 +1%
LW
1261
Linscomb Wealth
Texas
$802K -$27.9K -171 -3%
HH
1262
Hilltop Holdings
Texas
$798K +$204K +1,253 +34%
Tudor Investment Corp
1263
Tudor Investment Corp
Connecticut
$797K +$525K +3,223 +193%
SAG
1264
SageView Advisory Group
California
$796K -$7.75M -49,564 -91%
AIA
1265
Ally Invest Advisors
North Carolina
$795K +$71.2K +437 +10%
CC
1266
Cypress Capital
Tennessee
$794K +$357K +2,192 +82%
OFG
1267
Orcam Financial Group
California
$794K +$301K +1,848 +61%
WCG
1268
Weaver Consulting Group
California
$789K – – –
KBFS
1269
Kohmann Bosshard Financial Services
Ohio
$785K – – –
AIC
1270
Archer Investment Corporation
Indiana
$783K -$10.3K -63 -1%
FA
1271
FC Advisory
Pennsylvania
$781K +$15.8K +97 +2%
NAG
1272
Northstar Advisory Group
New Jersey
$781K -$5.8K -36 -0.7%
HR
1273
Howe & Rusling
New York
$779K -$133K -817 -15%
CC
1274
Callan Capital
California
$777K – – –
DP
1275
Dearborn Partners
Illinois
$775K +$444K +2,726 +134%
49 50
51
52 53