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 %
CFS
1501
Coordinated Financial Services
Colorado
$450K +$450K +2,764 New
TCM
1502
TruNorth Capital Management
Michigan
$446K +$446K +2,737 New
HWA
1503
Hilltop Wealth Advisors
North Carolina
$444K -$11.4K -70 -3%
RSWA
1504
Robinson Smith Wealth Advisors
Maine
$443K -$814 -5 -0.2%
FNBOMD
1505
First National Bank of Mount Dora
Florida
$441K – – –
DWS
1506
Discipline Wealth Solutions
South Carolina
$439K -$340K -2,097 -44%
FBFS
1507
First Business Financial Services
Wisconsin
$438K – – –
AWMG
1508
Alliance Wealth Management Group
New Jersey
$436K – – –
FFW
1509
Fusion Family Wealth
New York
$435K +$64.2K +394 +17%
CGFA
1510
Colton Groome Financial Advisors
North Carolina
$434K -$56.7K -348 -12%
PG
1511
Patten Group
Tennessee
$433K +$39.9K +245 +10%
SGI
1512
Summit Global Investments
Utah
$432K +$432K +2,652 New
CS
1513
Cannell & Spears
New York
$432K +$432K +2,651 New
CIS
1514
Continental Investors Services
Washington
$429K +$6.16K +38 +1%
BCP
1515
Blue Chip Partners
Michigan
$424K +$2.61K +16 +0.6%
FB
1516
Fulton Bank
Pennsylvania
$422K -$22.5K -138 -5%
TC
1517
Toews Corporation
New Jersey
$420K -$32.3K -198 -7%
DWM
1518
Dopkins Wealth Management
New York
$419K +$26.5K +163 +7%
CWM
1519
Collaborative Wealth Management
Florida
$419K +$3.91K +24 +0.9%
SAM
1520
Summit Asset Management
Tennessee
$418K – – –
LI
1521
LRI Investments
Florida
$418K +$418K +2,567 New
LW
1522
Libra Wealth
California
$418K -$13.8K -85 -3%
TNB
1523
Thomasville National Bank
Georgia
$417K -$39.6K -243 -9%
EP
1524
Edgestream Partners
New Jersey
$416K -$730K -4,482 -64%
OWA
1525
Opal Wealth Advisors
New York
$416K +$814 +5 +0.2%
59 60
61
62 63