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 %
HWMC
1401
Heritage Wealth Management (California)
California
$838K +$600K +3,544 +252%
RCM
1402
Raleigh Capital Management
North Carolina
$833K -$4.4K -26 -0.5%
BFIM
1403
Beese Fulmer Investment Management
Ohio
$833K +$12.4K +73 +2%
TDC
1404
Thompson Davis & Co
Virginia
$831K -$90.6K -535 -10%
MPW
1405
Monterey Private Wealth
California
$829K -$53.7K -317 -6%
BIP
1406
Brandes Investment Partners
California
$829K +$829K +4,894 New
MJRIC
1407
Mogy Joel R Investment Counsel
California
$826K -$5.08K -30 -0.6%
KP
1408
Kitching Partners
Pennsylvania
$824K -$4.06K -24 -0.5%
LW
1409
Linscomb Wealth
Texas
$824K +$508 +3 +0.1%
CRC
1410
Curi RMB Capital
Illinois
$812K -$33.7K -199 -4%
TRIA
1411
Trail Ridge Investment Advisors
Colorado
$812K +$9.65K +57 +1%
FWMP
1412
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$811K +$811K +4,789 New
LA
1413
LexAurum Advisors
Kansas
$811K +$351K +2,076 +77%
AAS
1414
Asset Allocation Strategies
Michigan
$808K +$66.5K +377 +9%
NAG
1415
Northstar Advisory Group
New Jersey
$806K -$6.94K -41 -0.9%
BFM
1416
Boston Financial Management
Massachusetts
$803K -$63.1K -373 -7%
DP
1417
Dearborn Partners
Illinois
$803K -$15.1K -89 -2%
NB
1418
Northwest Bancshares
Pennsylvania
$802K – – –
CWP
1419
Corepath Wealth Partners
Arizona
$801K +$1.02K +6 +0.1%
SCM
1420
Smead Capital Management
Arizona
$800K +$800K +4,726 New
OP
1421
ORG Partners
Indiana
$799K +$34.4K +203 +4%
1SB
1422
1ST Source Bank
Indiana
$796K +$2.54K +15 +0.3%
BWM
1423
Buska Wealth Management
Wisconsin
$795K +$90.2K +533 +13%
TAM
1424
Townsend Asset Management
North Carolina
$795K +$6.6K +39 +0.8%
WA
1425
WPG Advisers
Maryland
$794K +$794K +4,690 New
55 56
57
58 59