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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 %
HBS
1451
Howard Bailey Securities
Indiana
$613K +$613K +3,510 New
CPSC
1452
Carl P. Sherr & Co
Massachusetts
$611K – – –
TPA
1453
Trivium Point Advisory
Connecticut
$609K -$30.1K -169 -5%
DA
1454
Detalus Advisors
Missouri
$609K -$6.11K -35 -1%
WEG
1455
World Equity Group
Illinois
$604K +$28.5K +163 +5%
LPP
1456
Life Planning Partners
Florida
$601K -$21.1K -121 -3%
WJWM
1457
Williams Jones Wealth Management
New York
$600K +$175 +1 +0%
LRPA
1458
L. Roy Papp & Associates
Arizona
$600K +$85.4K +489 +17%
DP
1459
DDD Partners
Washington
$599K +$175 +1 +0%
SIC
1460
SJS Investment Consulting
Ohio
$594K -$17.5K -100 -3%
HPIA
1461
Hamilton Point Investment Advisors
North Carolina
$594K – – –
Capital World Investors
1462
Capital World Investors
California
$593K +$593K +3,410 New
RWA
1463
River Wealth Advisors
Pennsylvania
$592K +$592K +3,390 New
BWL
1464
Bogart Wealth LLC
Virginia
$588K +$19.2K +110 +3%
DCM
1465
DGS Capital Management
New Jersey
$586K +$49.6K +284 +9%
VM
1466
VPR Management
Texas
$585K – – –
AFG
1467
Altiora Financial Group
Ohio
$583K +$30K +172 +5%
FWM
1468
Fairhaven Wealth Management
Illinois
$583K – – –
UWPG
1469
Ullmann Wealth Partners Group
Florida
$583K -$50.3K -288 -8%
PMG
1470
Private Management Group
California
$581K – – –
CA
1471
CWC Advisors
Oregon
$580K +$580K +3,325 New
FGC
1472
Financial Gravity Companies
Texas
$578K +$578K +3,312 New
PFA
1473
Petra Financial Advisors
Colorado
$577K +$141K +805 +32%
SFMG
1474
Sage Financial Management Group
Virginia
$576K +$576K +3,302 New
OFW
1475
Omnia Family Wealth
Florida
$575K +$575K +3,296 New
57 58
59
60 61