We are live on ! Find out more
VTV icon

Vanguard Value ETF

2,138 hedge funds and large institutions have $89.4B invested in Vanguard Value ETF in 2024 Q3 according to their latest regulatory filings, with 161 funds opening new positions, 967 increasing their positions, 712 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more call options, than puts

Call options by funds: $165M | Put options by funds: $46.3M

182% more first-time investments, than exits

New positions opened: 161 | Existing positions closed: 57

36% more repeat investments, than reductions

Existing positions increased: 967 | Existing positions reduced: 712

11% more capital invested

Capital invested by funds: $80.9B → $89.4B (+$8.55B)

4% more funds holding

Funds holding: 2,0592,138 (+79)

4% more funds holding in top 10

Funds holding in top 10: 364377 (+13)

2.21% more ownership

Funds ownership: 70.34%72.56% (+2.2%)

Holders
2,138
Holders Change
+79
Holders Change %
+3.84%
% of All Funds
30.7%
Holding in Top 10
377
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+3.57%
% of All Funds
5.41%
New
161
Increased
967
Reduced
712
Closed
57
Calls
$165M
Puts
$46.3M
Net Calls
+$118M
Net Calls Change
-$13.5M
Name Holding Trade Value Shares
Change
Change in
Stake
WCFA
1251
Walkner Condon Financial Advisors
Wisconsin
$984K +$1K +6 +0.1%
IWA
1252
Inspirion Wealth Advisors
Illinois
$983K
LNWWM
1253
Laird Norton Wetherby Wealth Management
California
$982K +$207K +1,239 +28%
JJBC
1254
James J. Burns & Company
New York
$978K +$36.2K +216 +4%
CP
1255
Creekside Partners
California
$975K +$1.84K +11 +0.2%
AWA
1256
Alaska Wealth Advisors
Alaska
$971K -$502 -3 -0.1%
BOC
1257
Bull Oak Capital
California
$967K +$928K +5,542 New
SW
1258
Simplicity Wealth
New Jersey
$964K -$94.4M -563,538 -99%
MLA
1259
My Legacy Advisors
Oregon
$964K -$632K -3,776 -41%
SAM
1260
SignalPoint Asset Management
Missouri
$961K -$18.4K -110 -2%
FNWM
1261
Financial Network Wealth Management
Utah
$952K -$6.53K -39 -0.7%
TDC
1262
Thompson Davis & Co
Virginia
$951K -$26.5K -158 -3%
SIMC
1263
Squire Investment Management Company
Utah
$948K +$49.6K +296 +6%
AWM
1264
Atticus Wealth Management
Florida
$947K +$502 +3 +0.1%
CCA
1265
Checchi Capital Advisers
California
$947K +$85.1K +508 +10%
KIM
1266
Kestra Investment Management
Texas
$943K -$12.2M -72,805 -93%
TFM
1267
TFC Financial Management
Massachusetts
$943K +$1.34K +8 +0.1%
KFP
1268
Keener Financial Planning
Texas
$936K -$51.9K -310 -5%
HL
1269
HeadInvest LLC
Maine
$932K
WCG
1270
Weaver Consulting Group
California
$931K +$81.7K +488 +10%
CT
1271
Colonial Trust
South Carolina
$929K +$256K +1,528 +40%
SRC
1272
Shufro Rose & Co
New York
$924K
CMAI
1273
Capital Management Associates Inc
Minnesota
$921K +$5.86K +35 +0.7%
WW
1274
Waterfront Wealth
Kansas
$919K +$176K +1,050 +25%
AC
1275
Annandale Capital
Texas
$918K

VTV Hedge Fund Activity: Q3 2024 in Review

2,138 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard Value ETF (VTV) for Q3 2024, worth a combined $89.4B — up 11% from $80.9B a quarter earlier.

Buyers outnumbered sellers: 161 funds opened new VTV positions and 57 closed out — a net gain of 104 holders — while 967 added to existing stakes and 712 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $3.4B. The largest seller was Strategic Financial Concepts, cutting an estimated $447M.

  • 2,138 institutional investors held Vanguard Value ETF (VTV) as of Q3 2024, up from 2,059 in Q2 2024.
  • Funds reported $89.4B of Vanguard Value ETF stock for Q3 2024, up 11% quarter-over-quarter.
  • 161 funds opened new Vanguard Value ETF positions in Q3 2024 and 57 closed out, a net change of +104 holders.
  • The largest Vanguard Value ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $3.4B added.
  • The largest Vanguard Value ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $447M sold.

Based on aggregated 13F filings for Q3 2024.