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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
29.65%
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
$18.2B
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$356M
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
$737M
5
Mariner
Mariner
Kansas
$635M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$4.71B
2
Betterment LLC
Betterment LLC
New York
$1.06B
3
Goldman Sachs
Goldman Sachs
New York
$662M
4
PCIG
Partners Capital Investment Group
Massachusetts
$201M
5
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
126
Rodgers & Associates
Pennsylvania
$68M -$683K -4,193 -1%
Corient Private Wealth
127
Corient Private Wealth
Florida
$67.9M -$155K -953 -0.2%
EWA
128
Exencial Wealth Advisors
Oklahoma
$67.6M -$14.3M -88,077 -18%
PPW
129
Pasadena Private Wealth
California
$65.9M +$1.49M +9,144 +2%
Carson Wealth (CWM LLC)
130
Carson Wealth (CWM LLC)
Nebraska
$65M -$1.78M -10,906 -3%
RWB
131
RMR Wealth Builders
New Jersey
$64.4M +$3.54M +21,753 +6%
FHB
132
First Hawaiian Bank
Hawaii
$64M +$437K +2,683 +0.7%
BNP Paribas Financial Markets
133
BNP Paribas Financial Markets
France
$63.9M +$32.6M +199,992 +104%
HB
134
HTLF Bank
Colorado
$62.8M -$963K -5,911 -2%
Russell Investments Group
135
Russell Investments Group
United Kingdom
$62.4M +$1.63K +10 +0%
TC
136
Trust Company
Kansas
$62.2M -$3.11M -19,090 -5%
CA
137
CSM Advisors
Pennsylvania
$60.6M -$26.8M -164,500 -31%
EW
138
Evoke Wealth
California
$60.3M +$60.3M +370,083 New
UA
139
Unison Advisors
District of Columbia
$60.1M +$884K +5,431 +1%
Fifth Third Bancorp
140
Fifth Third Bancorp
Ohio
$60M -$2.68M -16,464 -4%
S
141
SignatureFD
Georgia
$58.9M -$92.8K -570 -0.2%
Mercer Global Advisors
142
Mercer Global Advisors
Colorado
$58.8M -$3.27M -20,050 -5%
NRA
143
NSI Retail Advisors
Pennsylvania
$57.7M -$26.7M -164,100 -32%
AI
144
Accredited Investors
Minnesota
$57.2M +$4.77M +29,318 +9%
SB
145
Strategic Blueprint
Georgia
$56.9M +$9.5M +58,354 +20%
EI
146
Ellevest Inc
New York
$56.6M +$713K +4,381 +1%
SFG
147
Sage Financial Group
Pennsylvania
$56.4M +$700K +4,297 +1%
CCM
148
Condor Capital Management
New Jersey
$54M -$468K -2,872 -0.9%
FMWA
149
Forvis Mazars Wealth Advisors
Missouri
$53.6M -$1.77M -10,895 -3%
WANY
150
Wealthspire Advisors (New York)
New York
$53M -$313K -1,920 -0.6%
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