VTV icon

Vanguard Value ETF
VTV

Overview Fund Activity

2,124 hedge funds and large institutions have $89.4B invested in Vanguard Value ETF in 2024 Q3 according to their latest regulatory filings, with 162 funds opening new positions, 960 increasing their positions, 708 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,124
Holders Change
+80
Holders Change %
+3.91%
% of All Funds
30.72%
Holding in Top 10
374
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+3.31%
% of All Funds
5.41%
New
162
Increased
960
Reduced
708
Closed
57
Calls
$165M
Puts
$46.3M
Net Calls
+$118M
Net Calls Change
-$13.5M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$541M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$205M
3
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$189M
4
JSTA
Japan Science & Technology Agency
Japan
+$138M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$91.2M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
-$466M
2
PC
Permanens Capital
New York
-$267M
3
Goldman Sachs
Goldman Sachs
New York
-$112M
4
SW
Simplicity Wealth
New Jersey
-$98.4M
5
Charles Schwab
Charles Schwab
California
-$96.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
1WM
1401
1900 Wealth Management
Texas
$684K – – –
TSWM
1402
Triangle Securities Wealth Management
North Carolina
$682K -$7.16K -41 -1%
UPS
1403
UHLMANN PRICE SECURITIES
Illinois
$682K +$682K +3,906 New
AUB
1404
Atlantic Union Bankshares
Virginia
$678K -$21.8K -125 -3%
MAA
1405
Matrix Asset Advisors
New York
$677K +$411K +2,357 +155%
ATI
1406
ARK & TLK Investments
Oklahoma
$676K -$15.4K -88 -2%
RWM
1407
Rockwood Wealth Management
Pennsylvania
$676K +$61.8K +354 +10%
SWP
1408
Strategic Wealth Partners
Ohio
$670K -$93.7K -537 -12%
HW
1409
Hamilton Wealth
California
$669K +$669K +3,835 New
AFP
1410
Ausdal Financial Partners
Iowa
$669K -$25.3K -145 -4%
LWCFA
1411
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$666K -$4.37K -25 -0.7%
CWS
1412
Confluence Wealth Services
Pennsylvania
$665K +$10.6K +61 +2%
BBHC
1413
Brown Brothers Harriman & Co
New York
$665K +$27.8K +159 +4%
TLA
1414
Tanglewood Legacy Advisors
Texas
$664K – – –
AFG
1415
Allegheny Financial Group
Pennsylvania
$663K -$131K -751 -17%
GWA
1416
Geometric Wealth Advisors
District of Columbia
$663K -$18.2K -104 -3%
HWA
1417
Heritage Wealth Advisors
Virginia
$661K – – –
WP
1418
Westmount Partners
California
$661K -$20.1K -115 -3%
SC
1419
Schoolcraft Capital
Colorado
$658K -$4.19K -24 -0.6%
FPCG
1420
Fort Pitt Capital Group
Pennsylvania
$658K +$22.2K +127 +3%
TPW
1421
Tiller Private Wealth
Pennsylvania
$656K -$40.2K -230 -6%
CWS
1422
Cypress Wealth Services
California
$656K – – –
HW
1423
Hancock Whitney
Mississippi
$650K – – –
LWP
1424
LMG Wealth Partners
Louisiana
$650K -$45.2K -259 -7%
SRWM
1425
Shira Ridge Wealth Management
California
$645K +$11.2K +64 +2%
55 56
57
58 59