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 %
CAI
1301
Capital Advisors Inc
Oklahoma
$723K +$295K +1,812 +69%
LA
1302
Latitude Advisors
Florida
$722K +$29.5K +181 +4%
IWA
1303
Icon Wealth Advisors
Texas
$720K +$977 +6 +0.1%
CAG
1304
Curtis Advisory Group
California
$719K -$114K -697 -14%
SWP
1305
Summit Wealth Partners
Florida
$716K -$71.5K -439 -9%
ACM
1306
Allred Capital Management
Texas
$715K +$2.12K +13 +0.3%
BFM
1307
Boston Financial Management
Massachusetts
$715K -$14K -86 -2%
TWA
1308
TCI Wealth Advisors
Arizona
$715K -$89.4K -549 -11%
TW
1309
TrinityPoint Wealth
Connecticut
$714K +$18.4K +113 +3%
BMMM
1310
Boston Mountain Money Management
Arkansas
$713K +$713K +4,376 New
RK
1311
Rather & Kittrell
Tennessee
$711K +$228K +1,397 +47%
NCM
1312
NCM Capital Management
New Jersey
$711K – – –
AWA
1313
Acorn Wealth Advisors
Michigan
$709K -$284K -1,744 -29%
ACM
1314
Absolute Capital Management
Pennsylvania
$708K +$81.3K +499 +13%
TI
1315
Tidal Investments
Wisconsin
$707K +$347K +2,132 +96%
HIS
1316
Horizon Investment Services
Indiana
$704K -$190K -1,167 -21%
SCI
1317
Silver Coast Investments
United States
$703K +$703K +4,316 New
NW
1318
Naviter Wealth
Arkansas
$702K -$7.82K -48 -1%
TCPW
1319
Twin City Private Wealth
North Carolina
$702K +$702K +4,309 New
GAA
1320
Guardian Asset Advisors
Pennsylvania
$700K +$1.79K +11 +0.3%
AFO
1321
Arrowroot Family Office
California
$696K +$14.8K +91 +2%
RIA
1322
RPG Investment Advisory
California
$694K -$19.5K -120 -3%
RWPA
1323
Richard W. Paul & Associates
Michigan
$694K -$43.5K -267 -6%
MWM
1324
Modern Wealth Management
Kansas
$692K +$692K +4,248 New
FG
1325
Fairman Group
Pennsylvania
$691K -$14.3K -88 -2%
51 52
53
54 55