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Vanguard Value ETF
VTV

Overview Fund Activity

2,124 hedge funds and large institutions have $89.4B invested in Vanguard Value ETF in 2024 Q3 according to their latest regulatory filings, with 162 funds opening new positions, 960 increasing their positions, 708 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,124
Holders Change
+80
Holders Change %
+3.91%
% of All Funds
30.72%
Holding in Top 10
374
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+3.31%
% of All Funds
5.41%
New
162
Increased
960
Reduced
708
Closed
57
Calls
$165M
Puts
$46.3M
Net Calls
+$118M
Net Calls Change
-$13.5M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$541M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$205M
3
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$189M
4
JSTA
Japan Science & Technology Agency
Japan
+$138M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$91.2M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
-$466M
2
PC
Permanens Capital
New York
-$267M
3
Goldman Sachs
Goldman Sachs
New York
-$112M
4
SW
Simplicity Wealth
New Jersey
-$98.4M
5
Charles Schwab
Charles Schwab
California
-$96.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
1251
Simplicity Wealth
New Jersey
$964K -$98.4M -563,538 -99%
MLA
1252
My Legacy Advisors
Oregon
$964K -$659K -3,776 -41%
SAM
1253
SignalPoint Asset Management
Missouri
$961K -$19.1K -110 -2%
FNWM
1254
Financial Network Wealth Management
Utah
$952K -$6.81K -39 -0.7%
TDC
1255
Thompson Davis & Co
Virginia
$951K -$27.6K -158 -3%
SIMC
1256
Squire Investment Management Company
Utah
$948K +$51.7K +296 +6%
AWM
1257
Atticus Wealth Management
Florida
$947K +$524 +3 +0.1%
CCA
1258
Checchi Capital Advisers
California
$947K +$88.7K +508 +10%
KIM
1259
Kestra Investment Management
Texas
$943K -$12.7M -72,805 -93%
TFM
1260
TFC Financial Management
Massachusetts
$943K +$1.4K +8 +0.1%
KFP
1261
Keener Financial Planning
Texas
$936K -$54.1K -310 -5%
HL
1262
HeadInvest LLC
Maine
$932K – – –
WCG
1263
Weaver Consulting Group
California
$931K +$85.2K +488 +10%
CT
1264
Colonial Trust
South Carolina
$929K +$267K +1,528 +40%
SRC
1265
Shufro Rose & Co
New York
$924K – – –
CMAI
1266
Capital Management Associates Inc
Minnesota
$921K +$6.11K +35 +0.7%
WW
1267
Waterfront Wealth
Kansas
$919K +$183K +1,050 +25%
AC
1268
Annandale Capital
Texas
$918K – – –
CCA
1269
Cobblestone Capital Advisors
New York
$915K – – –
TSWM
1270
Tyler-Stone Wealth Management
Ohio
$913K +$752K +4,305 +466%
BMWM
1271
Brown Miller Wealth Management
Virginia
$911K – – –
CCFCSB
1272
Cape Cod Five Cents Savings Bank
Massachusetts
$910K +$384K +2,200 +73%
MPW
1273
Monterey Private Wealth
California
$910K -$5.41K -31 -0.6%
SOAG
1274
Silver Oak Advisory Group
Oregon
$909K +$873 +5 +0.1%
SAS
1275
Stelac Advisory Services
New York
$908K – – –
49 50
51
52 53