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 %
FB
1501
Fulton Bank
Pennsylvania
$436K +$20.9K +130 +5%
MAG
1502
M3 Advisory Group
Massachusetts
$436K +$211K +1,315 +94%
SHFA
1503
SC&H Financial Advisors
Maryland
$435K -$97.7K -609 -18%
BRIA
1504
Balanced Rock Investment Advisors
Massachusetts
$435K -$121K -755 -22%
LA
1505
LexAurum Advisors
Kansas
$435K +$37.7K +235 +9%
FNBOMD
1506
First National Bank of Mount Dora
Florida
$434K – – –
FBFS
1507
First Business Financial Services
Wisconsin
$431K – – –
FFW
1508
Fusion Family Wealth
New York
$428K – – –
CFS
1509
Coordinated Financial Services
Colorado
$427K -$16.4K -102 -4%
CFB
1510
Cullen/Frost Bankers
Texas
$427K +$74.3K +463 +21%
AWMG
1511
Alliance Wealth Management Group
New Jersey
$426K -$3.21K -20 -0.7%
IIC
1512
Ironwood Investment Counsel
Arizona
$426K -$24.5K -153 -5%
CS
1513
Cannell & Spears
New York
$425K – – –
CIS
1514
Continental Investors Services
Washington
$425K – – –
DA
1515
Dover Advisors
Virginia
$421K +$421K +2,627 New
RSWA
1516
Robinson Smith Wealth Advisors
Maine
$420K -$15.7K -98 -4%
HWA
1517
Hilltop Wealth Advisors
North Carolina
$420K -$17.2K -107 -4%
BWP
1518
Barlow Wealth Partners
Kentucky
$419K +$199K +1,211 +90%
RIL
1519
Rothschild Investment LLC
Illinois
$418K +$36.4K +227 +10%
BCP
1520
Blue Chip Partners
Michigan
$417K – – –
AWM
1521
Ariadne Wealth Management
California
$417K +$417K +2,583 New
CGFA
1522
Colton Groome Financial Advisors
North Carolina
$414K -$13K -81 -3%
DWM
1523
Dopkins Wealth Management
New York
$413K – – –
TIM
1524
Total Investment Management
Arizona
$412K -$185K -1,151 -31%
LI
1525
LRI Investments
Florida
$412K – – –
59 60
61
62 63