VTV icon

Vanguard Value ETF
VTV

Overview Fund Activity

2,044 hedge funds and large institutions have $80.8B invested in Vanguard Value ETF in 2024 Q2 according to their latest regulatory filings, with 135 funds opening new positions, 835 increasing their positions, 740 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,044
Holders Change
-1
Holders Change %
-0.05%
% of All Funds
29.73%
Holding in Top 10
362
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-5.48%
% of All Funds
5.26%
New
135
Increased
835
Reduced
740
Closed
105
Calls
$137M
Puts
$5.57M
Net Calls
+$132M
Net Calls Change
+$94.3M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$547M
2
AA
Axiom Advisory
California
+$535M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$298M
4
CA
Clearstead Advisors
Ohio
+$95.8M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$86.6M

Top Sellers

1
ERFOTCOFW
Employees Retirement Fund of the City of Fort Worth
Texas
-$151M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$149M
3
TODC
Trustees of Dartmouth College
New Hampshire
-$120M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$91.5M
5
Betterment LLC
Betterment LLC
New York
-$84.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAG
1476
Investmark Advisory Group
Connecticut
$471K -$291K -1,813 -38%
MIM
1477
Moseley Investment Management
Florida
$471K -$30.5K -190 -6%
TC
1478
Trilogy Capital
California
$470K -$264K -1,643 -36%
MPM
1479
Meritage Portfolio Management
Kansas
$469K – – –
GA
1480
Goldstein Advisors
Wisconsin
$461K – – –
CGA
1481
Crescent Grove Advisors
Illinois
$458K – – –
CA
1482
Cambridge Advisors
Nebraska
$457K – – –
MWA
1483
Meridian Wealth Advisors
Texas
$456K – – –
PAMG
1484
Patton Albertson Miller Group
Tennessee
$455K – – –
SFPG
1485
Stonebridge Financial Planning Group
Florida
$454K -$97.9K -610 -18%
CFAM
1486
Center For Asset Management
Florida
$454K +$3.85K +24 +0.9%
BI
1487
Ballast Inc
Kentucky
$451K -$25K -156 -5%
Legacy Financial Group (Iowa)
1488
Legacy Financial Group (Iowa)
Iowa
$450K -$30.3K -189 -6%
TI
1489
tru Independence
Oregon
$450K – – –
CC
1490
Cultivar Capital
Texas
$447K – – –
MAV
1491
Mason & Associates (Virginia)
Virginia
$445K +$445K +2,776 New
FG
1492
Fiduciary Group
Georgia
$445K – – –
AWM
1493
Aprio Wealth Management
Georgia
$444K +$71.5K +446 +19%
GL
1494
Graypoint LLC
New York
$444K -$2.73K -17 -0.6%
MFG
1495
Midwest Financial Group
Kansas
$441K +$58.1K +362 +15%
ZRP
1496
Zynergy Retirement Planning
New Jersey
$440K +$440K +2,743 New
TCM
1497
TruNorth Capital Management
Michigan
$439K – – –
FTDI
1498
First Trust Direct Indexing
Massachusetts
$438K +$57.7K +360 +15%
RSA
1499
River Street Advisors
Illinois
$437K +$147K +918 +51%
IC
1500
Iconiq Capital
California
$437K +$437K +2,724 New
58 59
60
61 62