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 %
BOC
1351
Bull Oak Capital
California
$944K +$5.42K +32 +0.6%
CIBC World Market
1352
CIBC World Market
Ontario, Canada
$939K -$30.3K -179 -3%
AWA
1353
Alaska Wealth Advisors
Alaska
$938K -$3.89K -23 -0.4%
VFG
1354
Victory Financial Group
Texas
$932K +$932K +5,507 New
CCA
1355
Checchi Capital Advisers
California
$930K +$11.5K +68 +1%
MAA
1356
Matrix Asset Advisors
New York
$929K +$272K +1,609 +42%
CIA
1357
Cohen Investment Advisors
New Hampshire
$923K +$48.1K +284 +5%
AWM
1358
Atticus Wealth Management
Florida
$919K +$339 +2 +0%
TFM
1359
TFC Financial Management
Massachusetts
$915K +$677 +4 +0.1%
EC
1360
Estate Counselors
Wisconsin
$914K -$7.15M -42,234 -89%
EWM
1361
Elevatus Welath Management
New York
$913K -$12.6M -74,129 -93%
WWA
1362
Wingate Wealth Advisors
Massachusetts
$913K +$913K +5,392 New
CCFCSB
1363
Cape Cod Five Cents Savings Bank
Massachusetts
$910K – – –
HL
1364
HeadInvest LLC
Maine
$903K – – –
JJBC
1365
James J. Burns & Company
New York
$903K -$45K -266 -5%
LWM
1366
Lionshead Wealth Management
New York
$900K +$900K +5,317 New
KFP
1367
Keener Financial Planning
Texas
$899K -$9.14K -54 -1%
FNT
1368
First National Trust
Pennsylvania
$891K -$121K -715 -12%
AC
1369
Annandale Capital
Texas
$891K – – –
RG
1370
Rathbones Group
United Kingdom
$889K +$77K +455 +9%
FG
1371
Fairman Group
Pennsylvania
$889K +$198K +1,167 +29%
CWA
1372
Continuum Wealth Advisors
New York
$887K -$4.78M -28,219 -84%
ACM
1373
Armbruster Capital Management
New York
$887K +$50.6K +299 +6%
BMWM
1374
Brown Miller Wealth Management
Virginia
$884K – – –
GSEP
1375
Golden State Equity Partners
California
$881K +$340K +2,010 +63%
53 54
55
56 57