VTV icon

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
29.64%
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
+$1.41B
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$229M
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
+$118M
5
Mariner
Mariner
Kansas
+$94.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$4.5B
2
Betterment LLC
Betterment LLC
New York
-$1.01B
3
Goldman Sachs
Goldman Sachs
New York
-$311M
4
PCIG
Partners Capital Investment Group
Massachusetts
-$197M
5
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$131M
Name Holding Trade Value Shares
Change 		Shares
Change %
CHJWM
1476
Carlton Hofferkamp & Jenks Wealth Management
Texas
$477K +$145K +919 +44%
MPM
1477
Meritage Portfolio Management
Kansas
$476K -$49.5K -304 -9%
QWM
1478
Quadcap Wealth Management
Texas
$472K -$20.8K -128 -4%
SPA
1479
Sentinel Pension Advisors
Massachusetts
$470K +$11.2K +69 +2%
ACG
1480
Allen Capital Group
Nebraska
$470K -$18.7K -115 -4%
GA
1481
Goldstein Advisors
Wisconsin
$468K -$977 -6 -0.2%
LG
1482
LaFleur & Godfrey
Michigan
$465K +$154K +945 +49%
AWM
1483
Activest Wealth Management
Florida
$465K +$27.7K +170 +6%
CA
1484
Cambridge Advisors
Nebraska
$464K – – –
MWA
1485
Meridian Wealth Advisors
Texas
$463K – – –
CGA
1486
Crescent Grove Advisors
Illinois
$462K +$66.6K +409 +17%
PAMG
1487
Patton Albertson Miller Group
Tennessee
$462K -$489 -3 -0.1%
CCWM
1488
Cassaday & Co Wealth Management
Virginia
$461K – – –
HWP
1489
Hibernia Wealth Partners
Louisiana
$461K +$80.3K +493 +21%
IIC
1490
Ironwood Investment Counsel
Arizona
$457K +$122K +751 +37%
CFAM
1491
Center For Asset Management
Florida
$457K -$27.7K -170 -6%
TI
1492
tru Independence
Oregon
$456K -$10.4K -64 -2%
EA
1493
Everpar Advisors
Oklahoma
$455K -$290K -1,783 -39%
TWC
1494
TD Waterhouse Canada
Ontario, Canada
$455K -$667K -3,633 -59%
CC
1495
Cultivar Capital
Texas
$454K – – –
GL
1496
Graypoint LLC
New York
$454K -$1.95K -12 -0.4%
JWCA
1497
J.W. Coons Advisors
Ohio
$452K +$326 +2 +0.1%
FG
1498
Fiduciary Group
Georgia
$452K +$38.8K +238 +9%
FFO
1499
Fiduciary Family Office
Florida
$451K -$149K -916 -25%
CCFCSB
1500
Cape Cod Five Cents Savings Bank
Massachusetts
$450K +$81.4K +500 +22%
58 59
60
61 62