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 %
PWG
1451
Portside Wealth Group
Utah
$746K +$746K +4,409 New
CSC
1452
Caldwell Sutter Capital
California
$744K +$27.8K +164 +4%
GAA
1453
Guardian Asset Advisors
Pennsylvania
$744K +$6.43K +38 +0.9%
GL
1454
Gerber LLC
Ohio
$741K +$42K +248 +6%
SL
1455
Sentinus LLC
Illinois
$741K -$39.3K -232 -5%
WW
1456
Waterfront Wealth
Kansas
$741K -$153K -905 -17%
TA
1457
TrueWealth Advisors
Alabama
$741K -$100K -592 -12%
HIW
1458
Holos Integrated Wealth
Pennsylvania
$740K +$740K +4,369 New
RWPA
1459
Richard W. Paul & Associates
Michigan
$737K +$2.03K +12 +0.3%
FWP
1460
FAS Wealth Partners
Kansas
$737K -$16.6K -98 -2%
PHS
1461
Pekin Hardy Strauss
Illinois
$734K +$30.5K +180 +4%
TWA
1462
TCI Wealth Advisors
Arizona
$732K -$131K -773 -15%
SWP
1463
Sagespring Wealth Partners
Tennessee
$732K +$732K +4,321 New
AFA
1464
Arlington Financial Advisors
California
$728K +$728K +4,300 New
GSF
1465
Grove Street Fiduciary
New Hampshire
$728K +$728K +4,298 New
AA
1466
Ashford Advisors
New York
$727K – – –
KFGG
1467
Keystone Financial Group (Georgia)
Georgia
$727K +$727K +4,293 New
MWM
1468
Modern Wealth Management
Kansas
$727K +$53.5K +316 +8%
CAI
1469
Capital Advisors Inc
Oklahoma
$726K -$25.2K -149 -3%
EAMA
1470
EFG Asset Management (Americas)
Florida
$726K – – –
SW
1471
Simplicity Wealth
New Jersey
$720K -$215K -1,271 -23%
PCI
1472
Planning Center Inc
Illinois
$717K – – –
MLA
1473
My Legacy Advisors
Oregon
$716K -$236K -1,368 -25%
SWRP
1474
Summit Wealth & Retirement Planning
California
$715K +$715K +4,226 New
CCWM
1475
Cassaday & Co Wealth Management
Virginia
$713K +$13.5K +80 +2%
57 58
59
60 61