VTV icon

Vanguard Value ETF
VTV

Overview Fund Activity

2,338 hedge funds and large institutions have $138B invested in Vanguard Value ETF in 2024 Q4 according to their latest regulatory filings, with 335 funds opening new positions, 997 increasing their positions, 702 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,338
Holders Change
+214
Holders Change %
+10.08%
% of All Funds
31.12%
Holding in Top 10
395
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+5.61%
% of All Funds
5.26%
New
335
Increased
997
Reduced
702
Closed
76
Calls
$90.5M
Puts
$15.7M
Net Calls
+$74.9M
Net Calls Change
-$43.4M

Top Buyers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$830M
2
Bank of America
Bank of America
North Carolina
+$331M
3
Morgan Stanley
Morgan Stanley
New York
+$308M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$283M
5
LNC
Lincoln National Corp
Pennsylvania
+$239M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$3.43B
2
PCIG
Partners Capital Investment Group
Massachusetts
-$91.8M
3
Jane Street
Jane Street
New York
-$77.1M
4
JSTA
Japan Science & Technology Agency
Japan
-$73.7M
5
Betterment LLC
Betterment LLC
New York
-$57.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMFA
1301
Plante Moran Financial Advisors
Michigan
$1.02M +$643K +3,799 +171%
YIH
1302
Y-Intercept (HK)
Hong Kong
$1.02M +$1.02M +6,023 New
GAM
1303
Gould Asset Management
California
$1.02M +$59.3K +350 +6%
BFC
1304
Bedel Financial Consulting
Indiana
$1.02M +$141K +793 +16%
WCFA
1305
Walkner Condon Financial Advisors
Wisconsin
$1.02M +$63.1K +373 +7%
BCMLT
1306
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.02M -$156K -920 -13%
PFM
1307
Peak Financial Management
Massachusetts
$1.01M -$4.06K -24 -0.4%
AIA
1308
Arrow Investment Advisors
Maryland
$1.01M – – –
RIS
1309
Retirement Income Solutions
Michigan
$1.01M +$18.5K +109 +2%
PCS
1310
Private Client Services
Kentucky
$1.01M – – –
PBF
1311
Petix & Botte Financial
California
$1.01M -$4.06K -24 -0.4%
FCM
1312
Fortis Capital Management
Washington
$1M +$792K +4,676 +372%
CCB
1313
Country Club Bank
Missouri
$1M – – –
PB
1314
Pinnacle Bancorp
Nebraska
$1M +$20K +118 +2%
BFS
1315
BridgePort Financial Solutions
Iowa
$1M +$1M +5,697 New
XPN
1316
XY Planning Network
Montana
$1,000K +$1,000K +5,906 New
HSG
1317
Helen Stephens Group
Texas
$999K -$40.5K -239 -4%
RK
1318
Rather & Kittrell
Tennessee
$998K -$41K -242 -4%
UI
1319
Unconventional Investor
New Hampshire
$993K +$677 +4 +0.1%
OFP
1320
OFC Financial Planning
New Jersey
$992K +$992K +5,862 New
RRA
1321
Round Rock Advisors
Connecticut
$992K -$199K -1,175 -17%
FM
1322
Foster & Motley
Ohio
$990K +$17.1K +101 +2%
CMA
1323
Cedar Mountain Advisors
Oregon
$987K – – –
LG
1324
LAM Group
Oregon
$984K – – –
EWM
1325
Endowment Wealth Management
Wisconsin
$983K -$83.8K -495 -8%
51 52
53
54 55