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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
$20.7B
2
Jones Financial Companies
Jones Financial Companies
Missouri
$9.08B
3
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$195M
4
JSTA
Japan Science & Technology Agency
Japan
$138M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$823M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
$2.88M
2
PC
Permanens Capital
New York
$127M
3
Goldman Sachs
Goldman Sachs
New York
$583M
4
SW
Simplicity Wealth
New Jersey
$964K
5
Charles Schwab
Charles Schwab
California
$305M
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
126
Rodgers & Associates
Pennsylvania
$70.7M -$1.17M -6,726 -2%
AI
127
Accredited Investors
Minnesota
$69.8M +$2.03M +11,638 +3%
FHB
128
First Hawaiian Bank
Hawaii
$69.4M +$429K +2,455 +0.6%
SF
129
Summit Financial
New Jersey
$68.3M +$286K +1,636 +0.4%
PPW
130
Pasadena Private Wealth
California
$67.7M -$3.16M -18,093 -4%
HB
131
HTLF Bank
Colorado
$66.8M -$1.66M -9,490 -2%
EW
132
Evoke Wealth
California
$66.7M +$66.7M +382,104 New
TC
133
Trust Company
Kansas
$65.7M -$2.51M -14,363 -4%
UA
134
Unison Advisors
District of Columbia
$65.5M +$118K +676 +0.2%
AIA
135
Angeles Investment Advisors
California
$65.1M +$28.1M +161,205 +76%
CA
136
CSM Advisors
Pennsylvania
$65M – – –
MIS
137
Morningstar Investment Services
Illinois
$64.2M -$7.66M -44,035 -11%
EWA
138
Exencial Wealth Advisors
Oklahoma
$63.9M -$1.84M -10,521 -3%
SB
139
Strategic Blueprint
Georgia
$63.6M +$613K +3,514 +1%
SEIA
140
Signature Estate & Investment Advisors
California
$63.5M +$7.15M +40,935 +13%
EI
141
Ellevest Inc
New York
$63.2M +$1.13M +6,447 +2%
Natixis Advisors
142
Natixis Advisors
Massachusetts
$63M -$2.1M -12,045 -3%
SPIA
143
Steward Partners Investment Advisory
New York
$62.6M +$4.9M +28,067 +8%
NRA
144
NSI Retail Advisors
Pennsylvania
$61.9M – – –
Carson Wealth (CWM LLC)
145
Carson Wealth (CWM LLC)
Nebraska
$61.5M -$2.1M -12,009 -3%
SI
146
Stephens Inc
Arkansas
$61.4M +$6.4M +36,649 +12%
SFG
147
Sage Financial Group
Pennsylvania
$61.1M +$531K +3,042 +0.9%
TODC
148
Trustees of Dartmouth College
New Hampshire
$60.9M – – –
S
149
SignatureFD
Georgia
$60.9M -$1.41M -8,095 -2%
Mercer Global Advisors
150
Mercer Global Advisors
Colorado
$60M -$396K -2,272 -0.7%
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