VTV icon

Vanguard Value ETF
VTV

Overview Fund Activity

2,337 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, 701 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,337
Holders Change
+213
Holders Change %
+10.03%
% 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
701
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
$48.5B
2
Bank of America
Bank of America
North Carolina
$20.4B
3
Morgan Stanley
Morgan Stanley
New York
$5.23B
4
Jones Financial Companies
Jones Financial Companies
Missouri
$9.12B
5
LNC
Lincoln National Corp
Pennsylvania
$239M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
$2.12M
2
PCIG
Partners Capital Investment Group
Massachusetts
$136M
3
Jane Street
Jane Street
New York
$6.92M
4
JSTA
Japan Science & Technology Agency
Japan
$60.5M
5
Betterment LLC
Betterment LLC
New York
$922M
Name Holding Trade Value Shares
Change 		Shares
Change %
CZI
126
Chan Zuckerberg Initiative
California
$70.3M – – –
AI
127
Atria Investments
North Carolina
$70.1M -$2.14M -12,625 -3%
FHB
128
First Hawaiian Bank
Hawaii
$67.7M +$353K +2,086 +0.5%
RA
129
Rodgers & Associates
Pennsylvania
$67.6M -$980K -5,786 -1%
EW
130
Evoke Wealth
California
$67M +$2.33M +13,760 +4%
ET
131
Equitable Trust
Tennessee
$65.9M +$65.9M +389,349 New
TC
132
Trust Company
Kansas
$65M +$1.24M +7,308 +2%
Carson Wealth (CWM LLC)
133
Carson Wealth (CWM LLC)
Nebraska
$64.9M +$5.21M +30,758 +9%
SEIA
134
Signature Estate & Investment Advisors
California
$64.6M +$3.03M +17,884 +5%
Corient Private Wealth
135
Corient Private Wealth
Florida
$64.6M -$3.35M -20,291 -5%
PPW
136
Pasadena Private Wealth
California
$64.1M -$1.49M -8,780 -2%
HB
137
HTLF Bank
Colorado
$64M -$764K -4,510 -1%
SI
138
Stephens Inc
Arkansas
$63.8M +$4.21M +24,880 +7%
SPIA
139
Steward Partners Investment Advisory
New York
$62.7M +$1.99M +11,750 +3%
UA
140
Unison Advisors
District of Columbia
$62.5M -$1.03M -6,056 -2%
SB
141
Strategic Blueprint
Georgia
$61.9M +$249K +1,471 +0.4%
EI
142
Ellevest Inc
New York
$60.8M -$453K -2,675 -0.7%
JSTA
143
Japan Science & Technology Agency
Japan
$60.5M -$73.7M -435,282 -55%
KPWS
144
Kestra Private Wealth Services
Texas
$60.5M +$5.28M +31,181 +10%
EWA
145
Exencial Wealth Advisors
Oklahoma
$60.3M -$1.66M -9,829 -3%
Vanguard Group
146
Vanguard Group
Pennsylvania
$60.2M +$7.79M +46,021 +15%
NRA
147
NSI Retail Advisors
Pennsylvania
$60M – – –
BW
148
BIP Wealth
Georgia
$58.8M +$819K +4,837 +1%
CCM
149
Condor Capital Management
New Jersey
$58.4M +$843K +4,978 +1%
SFG
150
Sage Financial Group
Pennsylvania
$58.1M -$1.23M -7,260 -2%
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