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 %
PFGIA
1401
Patriot Financial Group Insurance Agency
Massachusetts
$566K -$140K -861 -20%
KWA
1402
Kingswood Wealth Advisors
California
$565K -$67.6K -415 -11%
BRIA
1403
Balanced Rock Investment Advisors
Massachusetts
$564K -$441K -2,707 -44%
WJWM
1404
Williams Jones Wealth Management
New York
$561K -$40.4K -248 -7%
SFPG
1405
Stonebridge Financial Planning Group
Florida
$560K +$19.5K +120 +4%
PFG
1406
Prosperity Financial Group
California
$560K +$48.9K +300 +10%
VCM
1407
Virtue Capital Management
Tennessee
$556K +$3.77K +24 +0.7%
HPIA
1408
Hamilton Point Investment Advisors
North Carolina
$554K – – –
IG
1409
ING Group
Netherlands
$552K -$1.49M -9,139 -73%
CAAM
1410
Cornerstone Advisors Asset Management
Pennsylvania
$550K -$101K -620 -16%
WMWM
1411
Whitaker-Myers Wealth Managers
Ohio
$550K -$208K -1,279 -27%
VM
1412
VPR Management
Texas
$546K – – –
FWM
1413
Fairhaven Wealth Management
Illinois
$544K – – –
UWPG
1414
Ullmann Wealth Partners Group
Florida
$544K -$163 -1 -0%
PMG
1415
Private Management Group
California
$542K +$200K +1,229 +59%
SPWG
1416
Syntegra Private Wealth Group
Missouri
$542K -$24.3K -149 -4%
CGPCS
1417
Capital Group Private Client Services
California
$542K -$391K -2,398 -42%
LWM
1418
Luminvest Wealth Management
Arizona
$541K -$2.6K -15 -0.5%
SHFA
1419
SC&H Financial Advisors
Maryland
$541K -$176K -1,078 -25%
CWM
1420
Calamos Wealth Management
Illinois
$541K – – –
AUB
1421
Atlantic Union Bankshares
Virginia
$540K +$142K +874 +36%
Luther King Capital Management (LKCM)
1422
Luther King Capital Management (LKCM)
Texas
$539K -$472K – –
AFP
1423
Ausdal Financial Partners
Iowa
$539K -$29.6K -182 -5%
LPT
1424
Legacy Private Trust
Wisconsin
$539K -$6.51K -40 -1%
CWS
1425
Cypress Wealth Services
California
$535K – – –
55 56
57
58 59