VTV icon

Vanguard Value ETF
VTV

Overview Fund Activity

2,044 hedge funds and large institutions have $80.8B invested in Vanguard Value ETF in 2024 Q2 according to their latest regulatory filings, with 135 funds opening new positions, 835 increasing their positions, 740 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,044
Holders Change
-1
Holders Change %
-0.05%
% of All Funds
29.73%
Holding in Top 10
362
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-5.48%
% of All Funds
5.26%
New
135
Increased
835
Reduced
740
Closed
105
Calls
$137M
Puts
$5.57M
Net Calls
+$132M
Net Calls Change
+$94.3M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$547M
2
AA
Axiom Advisory
California
+$535M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$298M
4
CA
Clearstead Advisors
Ohio
+$95.8M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$86.6M

Top Sellers

1
ERFOTCOFW
Employees Retirement Fund of the City of Fort Worth
Texas
-$151M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$149M
3
TODC
Trustees of Dartmouth College
New Hampshire
-$120M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$91.5M
5
Betterment LLC
Betterment LLC
New York
-$84.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
HHGA
1301
Halbert Hargrove Global Advisors
California
$722K – – –
TW
1302
TrinityPoint Wealth
Connecticut
$720K +$16.4K +102 +2%
KA
1303
Klingman & Associates
New York
$715K +$44.4K +277 +7%
SFO
1304
Stokes Family Office
Louisiana
$715K – – –
CAI
1305
Capital Advisors Inc
Oklahoma
$711K -$963 -6 -0.1%
CAG
1306
Curtis Advisory Group
California
$708K – – –
FWP
1307
FAS Wealth Partners
Kansas
$707K +$44.6K +278 +7%
KSWA
1308
Kathleen S. Wright Associates
Pennsylvania
$704K +$33.7K +210 +5%
TWA
1309
TCI Wealth Advisors
Arizona
$704K – – –
LNWWM
1310
Laird Norton Wetherby Wealth Management
California
$704K -$594K -3,703 -46%
ACM
1311
Allred Capital Management
Texas
$703K -$1.28K -8 -0.2%
SWP
1312
Strategic Wealth Partners
Ohio
$702K +$68.2K +425 +11%
BMMM
1313
Boston Mountain Money Management
Arkansas
$702K – – –
NCM
1314
NCM Capital Management
New Jersey
$701K +$1.28K +8 +0.2%
GAA
1315
Guardian Asset Advisors
Pennsylvania
$696K +$5.94K +37 +0.9%
RK
1316
Rather & Kittrell
Tennessee
$693K -$7.06K -44 -1%
SCI
1317
Silver Coast Investments
United States
$692K -$642 -4 -0.1%
AFO
1318
Arrowroot Family Office
California
$691K +$5.13K +32 +0.7%
FG
1319
Fairman Group
Pennsylvania
$691K +$5.17K +32 +0.8%
HIS
1320
Horizon Investment Services
Indiana
$689K -$4.81K -30 -0.7%
IF
1321
Ironwood Financial
Arizona
$689K -$103K -642 -13%
AA
1322
Ashford Advisors
New York
$689K -$105K -656 -13%
CIA
1323
Cohen Investment Advisors
New Hampshire
$686K -$10.6K -77 -2%
SWP
1324
Summit Wealth Partners
Florida
$686K -$19.2K -120 -3%
BWA
1325
BlueSky Wealth Advisors
North Carolina
$681K +$681K +4,248 New
51 52
53
54 55