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 %
IAG
1276
Investmark Advisory Group
Connecticut
$774K +$30.8K +189 +4%
HA
1277
HC Advisors
Georgia
$772K – – –
NB
1278
Northwest Bancshares
Pennsylvania
$771K -$163K -1,000 -17%
Balyasny Asset Management
1279
Balyasny Asset Management
Illinois
$767K +$767K +4,712 New
PCP
1280
Proficio Capital Partners
Massachusetts
$764K – – –
FT
1281
Fiduciary Trust
Massachusetts
$763K -$132K -808 -15%
TRIA
1282
Trail Ridge Investment Advisors
Colorado
$763K -$127K -777 -14%
RLWM
1283
RF&L Wealth Management
Massachusetts
$763K +$1.63K +10 +0.2%
TAM
1284
Townsend Asset Management
North Carolina
$760K -$11.6K -71 -1%
CCA
1285
Conservest Capital Advisors
Pennsylvania
$758K -$11.9K -73 -2%
AFO
1286
Allie Family Office
Florida
$754K +$225K +1,381 +43%
AMM
1287
American Money Management
California
$747K -$15K -92 -2%
PP
1288
Prudential plc
United Kingdom
$747K -$2.57M -15,775 -77%
TC
1289
Trilogy Capital
California
$744K -$112K -687 -13%
ANBT
1290
American National Bank & Trust
Texas
$743K +$114K +702 +18%
BBNA
1291
Bremer Bank National Association
Minnesota
$742K – – –
BFIM
1292
Beese Fulmer Investment Management
Ohio
$740K -$7.65K -47 -1%
VAM
1293
Verity Asset Management
North Carolina
$740K -$230K -1,413 -24%
BPFA
1294
Barnes Pettey Financial Advisors
Mississippi
$736K -$859K -5,272 -54%
LWCFA
1295
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$734K -$254K -1,616 -26%
HHGA
1296
Halbert Hargrove Global Advisors
California
$733K -$117K -717 -14%
HFM
1297
Hartford Funds Management
Pennsylvania
$732K -$145K -893 -17%
SFS
1298
Summit Financial Strategies
Ohio
$728K -$3.75K -23 -0.5%
SFO
1299
Stokes Family Office
Louisiana
$726K +$4.24K +26 +0.6%
T
1300
TNF
Montana
$724K -$11.2K -71 -2%
50 51
52
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