VTV icon

Vanguard Value ETF
VTV

Overview Fund Activity

2,044 hedge funds and large institutions have $80.8B invested in Vanguard Value ETF in 2024 Q2 according to their latest regulatory filings, with 135 funds opening new positions, 835 increasing their positions, 740 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,044
Holders Change
-1
Holders Change %
-0.05%
% of All Funds
29.73%
Holding in Top 10
362
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-5.48%
% of All Funds
5.26%
New
135
Increased
835
Reduced
740
Closed
105
Calls
$137M
Puts
$5.57M
Net Calls
+$132M
Net Calls Change
+$94.3M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$547M
2
AA
Axiom Advisory
California
+$535M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$298M
4
CA
Clearstead Advisors
Ohio
+$95.8M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$86.6M

Top Sellers

1
ERFOTCOFW
Employees Retirement Fund of the City of Fort Worth
Texas
-$151M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$149M
3
TODC
Trustees of Dartmouth College
New Hampshire
-$120M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$91.5M
5
Betterment LLC
Betterment LLC
New York
-$84.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWL
1426
Bogart Wealth LLC
Virginia
$522K +$11.6K +72 +2%
FNA
1427
First National Advisers
Nebraska
$522K +$46K +287 +10%
YWM
1428
Yoder Wealth Management
California
$516K – – –
SPWG
1429
Syntegra Private Wealth Group
Missouri
$515K -$18.1K -113 -3%
TCM
1430
Towercrest Capital Management
Pennsylvania
$515K -$3.21K -20 -0.6%
CGPCS
1431
Capital Group Private Client Services
California
$514K -$19.2K -120 -4%
BCA
1432
Bay Colony Advisors
Massachusetts
$512K – – –
FIBT
1433
First International Bank & Trust
North Dakota
$512K – – –
BC
1434
Burney Company
Virginia
$511K +$32.6K +203 +7%
AFG
1435
Altiora Financial Group
Ohio
$508K -$321 -2 -0.1%
GWS
1436
Glassman Wealth Services
Virginia
$508K +$9.79K +61 +2%
AQR Capital Management
1437
AQR Capital Management
Connecticut
$508K +$251K +1,566 +98%
G
1438
GenTrust
Florida
$508K +$508K +3,147 New
PFSC
1439
Peoples Financial Services Corp
Pennsylvania
$507K – – –
LPT
1440
Legacy Private Trust
Wisconsin
$505K -$25.7K -160 -5%
FPCP
1441
Fort Point Capital Partners
California
$503K -$82.3K -513 -14%
WSFS
1442
Wilmington Savings Fund Society
Delaware
$502K – – –
LEFP
1443
Leading Edge Financial Planning
Tennessee
$501K -$3.53K -22 -0.7%
RCP
1444
Rothschild Capital Partners
New York
$501K +$161K +1,005 +47%
LCWP
1445
Legacy Capital Wealth Partners
Arkansas
$500K +$500K +3,118 New
GI
1446
Gradient Investments
Minnesota
$500K -$136K -846 -21%
TF
1447
Tenon Financial
New Jersey
$499K – – –
CIA
1448
Cladis Investment Advisory
Montana
$499K -$2.41K -15 -0.5%
TIA
1449
Traphagen Investment Advisors
New Jersey
$498K – – –
FCH
1450
Freestone Capital Holdings
Washington
$497K -$28.2K -176 -5%
56 57
58
59 60