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 %
FCH
1426
Freestone Capital Holdings
Washington
$534K +$75.9K +466 +17%
SWM
1427
SilverOak Wealth Management
Minnesota
$532K +$59.4K +365 +13%
PHS
1428
Pekin Hardy Strauss
Illinois
$529K +$102K +626 +24%
TAM
1429
Titleist Asset Management
Texas
$529K +$529K +3,249 New
TCM
1430
Towercrest Capital Management
Pennsylvania
$526K – – –
CVA
1431
Central Valley Advisors
California
$525K +$4.07K +25 +0.8%
SC
1432
Schoolcraft Capital
Colorado
$525K -$178K -1,092 -25%
YWM
1433
Yoder Wealth Management
California
$524K – – –
HFA
1434
Highland Financial Advisors
New Jersey
$523K +$7.16K +44 +1%
BCA
1435
Bay Colony Advisors
Massachusetts
$520K -$2.28K -14 -0.4%
HIC
1436
Hartline Investment Corp
Illinois
$520K +$520K +3,192 New
CT
1437
Colonial Trust
South Carolina
$520K -$18.2K -112 -3%
FIBT
1438
First International Bank & Trust
North Dakota
$520K -$4.89K -30 -0.9%
BWL
1439
Bogart Wealth LLC
Virginia
$519K +$163 +1 +0%
AFG
1440
Allegheny Financial Group
Pennsylvania
$518K -$54.7K -336 -10%
SFMG
1441
Sage Financial Management Group
Virginia
$518K – – –
AFG
1442
Altiora Financial Group
Ohio
$517K – – –
EWM
1443
Evercore Wealth Management
New York
$516K -$667K -4,093 -56%
PFSC
1444
Peoples Financial Services Corp
Pennsylvania
$514K – – –
WQ
1445
Wealth Quarterback
New Jersey
$513K +$2.28K +14 +0.4%
LEFP
1446
Leading Edge Financial Planning
Tennessee
$513K -$7K -43 -1%
MIM
1447
Marco Investment Management
Georgia
$511K – – –
CIA
1448
Cladis Investment Advisory
Montana
$509K -$36.6K -225 -7%
WSFS
1449
Wilmington Savings Fund Society
Delaware
$509K +$509K +3,128 New
MIM
1450
Moseley Investment Management
Florida
$509K -$120K -737 -19%
56 57
58
59 60