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 %
ANTB
1326
AMG National Trust Bank
Colorado
$689K +$1.79K +11 +0.3%
MFS
1327
McNamara Financial Services
Massachusetts
$688K -$11.1K -68 -2%
FWA
1328
FSC Wealth Advisors
New York
$684K +$179K +1,102 +36%
KA
1329
Klingman & Associates
New York
$681K +$32.1K +197 +5%
MM
1330
Meridian Management
Arkansas
$681K +$172K +1,057 +34%
KSWA
1331
Kathleen S. Wright Associates
Pennsylvania
$681K – – –
FCT
1332
First Community Trust
Iowa
$680K – – –
GKWIM
1333
Gerber Kawasaki Wealth & Investment Management
California
$675K +$45.9K +282 +7%
KP
1334
Kitching Partners
Pennsylvania
$674K +$35.8K +220 +6%
BEAM
1335
Baker Ellis Asset Management
Washington
$674K – – –
FWP
1336
FAS Wealth Partners
Kansas
$673K +$70.4K +432 +12%
ATI
1337
ARK & TLK Investments
Oklahoma
$669K -$190K -1,168 -22%
CCP
1338
Clarity Capital Partners
California
$668K – – –
EPWM
1339
Essex Private Wealth Management
Massachusetts
$667K – – –
AACR
1340
ACR Alpine Capital Research
Missouri
$666K -$4.4K -27 -0.7%
CD
1341
Chapin Davis
Maryland
$665K +$665K +4,086 New
AF
1342
Apollon Financial
South Carolina
$662K -$429K -2,636 -39%
OWP
1343
Obermeyer Wealth Partners
Colorado
$661K +$14.7K +90 +2%
ITIM
1344
Indiana Trust & Investment Management
Indiana
$660K – – –
FNBT
1345
FineMark National Bank & Trust
Florida
$656K +$2.77K +17 +0.4%
SCP
1346
Syntal Capital Partners
Texas
$655K +$655K +4,020 New
MIC
1347
Means Investment Company
Maine
$653K +$48.4K +297 +8%
BLC
1348
Brown, Lisle/Cummings
Rhode Island
$651K -$32.6K -200 -5%
CSC
1349
Caldwell Sutter Capital
California
$646K +$18.2K +112 +3%
GC
1350
Gilbert & Cook
Iowa
$645K -$175K -1,074 -21%
52 53
54
55 56