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 %
MFS
1326
McNamara Financial Services
Massachusetts
$680K +$2.09K +13 +0.3%
PCI
1327
Planning Center Inc
Illinois
$679K +$679K +4,235 New
WW
1328
Waterfront Wealth
Kansas
$678K -$270K -1,682 -28%
ACIM
1329
Azimuth Capital Investment Management
Michigan
$677K +$469K +2,923 +225%
LG
1330
LaFleur & Godfrey
Michigan
$676K +$218K +1,359 +48%
TCPW
1331
Twin City Private Wealth
North Carolina
$676K -$19.5K -121 -3%
CWM
1332
Calamos Wealth Management
Illinois
$673K +$141K +876 +26%
OSNBOA
1333
Old Second National Bank of Aurora
Illinois
$673K +$518K +3,228 +334%
C
1334
Certuity
Florida
$671K +$108K +674 +19%
KCPG
1335
Kavar Capital Partners Group
Kansas
$671K +$111K +695 +20%
FCT
1336
First Community Trust
Iowa
$670K – – –
BEAM
1337
Baker Ellis Asset Management
Washington
$664K – – –
RIA
1338
RPG Investment Advisory
California
$661K -$22.5K -140 -3%
MM
1339
Meridian Management
Arkansas
$661K -$9.95K -62 -1%
EPWM
1340
Essex Private Wealth Management
Massachusetts
$657K – – –
SW
1341
SVB Wealth
Massachusetts
$652K -$400K -2,492 -38%
OWP
1342
Obermeyer Wealth Partners
Colorado
$651K – – –
CSC
1343
Caldwell Sutter Capital
California
$649K +$13K +81 +2%
GSEP
1344
Golden State Equity Partners
California
$645K +$645K +4,024 New
TCWM
1345
Total Clarity Wealth Management
Illinois
$644K -$207K -1,292 -24%
BFG
1346
Bouchey Financial Group
New York
$644K +$11.1K +69 +2%
AUB
1347
Atlantic Union Bankshares
Virginia
$643K +$111K +690 +21%
LWCFA
1348
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$641K -$140K -839 -18%
OWA
1349
One Wealth Advisors
California
$640K – – –
TPW
1350
Tiller Private Wealth
Pennsylvania
$640K -$906K -5,650 -59%
52 53
54
55 56