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 %
GI
1351
Gradient Investments
Minnesota
$645K +$59.4K +365 +10%
SWP
1352
Strategic Wealth Partners
Ohio
$644K -$95.8K -588 -13%
TSWM
1353
Triangle Securities Wealth Management
North Carolina
$643K -$2.93K -18 -0.5%
BFG
1354
Bouchey Financial Group
New York
$642K +$45.6K +280 +8%
GCM
1355
Garland Capital Management
Washington
$641K – – –
AC
1356
ASB Consultores
Florida
$640K -$35.7M -218,908 -98%
WP
1357
Westmount Partners
California
$640K +$294K +1,803 +85%
IFWM
1358
Institute for Wealth Management
Colorado
$640K -$57.8K -355 -8%
OWA
1359
One Wealth Advisors
California
$638K – – –
1WM
1360
1900 Wealth Management
Texas
$638K – – –
SRWM
1361
Shira Ridge Wealth Management
California
$629K +$45.8K +281 +8%
DP
1362
Denver PWM
Colorado
$623K -$8.11M -50,736 -93%
BONH
1363
Bank of New Hampshire
New Hampshire
$622K – – –
LC
1364
Lincoln Capital
Nebraska
$620K +$10.3K +63 +2%
CRI
1365
Colonial River Investments
Virginia
$620K -$5.7K -35 -0.9%
TLA
1366
Tanglewood Legacy Advisors
Texas
$619K – – –
LWP
1367
LMG Wealth Partners
Louisiana
$612K +$13.5K +83 +2%
RCM
1368
Rain Capital Management
Oregon
$612K -$417K -2,558 -41%
BWA
1369
Beam Wealth Advisors
Louisiana
$611K +$22.3K +137 +4%
TB
1370
Treynor Bancshares
Iowa
$609K – – –
TFO
1371
Tarbox Family Office
California
$609K +$18.4K +113 +3%
WCM
1372
Windsor Capital Management
Arizona
$608K -$3.75K -23 -0.6%
TIM
1373
Total Investment Management
Arizona
$606K -$161K -986 -21%
NFSG
1374
Newbridge Financial Services Group
Florida
$603K -$363K -2,232 -38%
LPP
1375
Life Planning Partners
Florida
$599K -$82.6K -507 -12%
53 54
55
56 57