VTV icon

Vanguard Value ETF
VTV

Overview Fund Activity

2,124 hedge funds and large institutions have $89.4B invested in Vanguard Value ETF in 2024 Q3 according to their latest regulatory filings, with 162 funds opening new positions, 960 increasing their positions, 708 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,124
Holders Change
+80
Holders Change %
+3.91%
% of All Funds
30.72%
Holding in Top 10
374
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+3.31%
% of All Funds
5.41%
New
162
Increased
960
Reduced
708
Closed
57
Calls
$165M
Puts
$46.3M
Net Calls
+$118M
Net Calls Change
-$13.5M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$541M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$205M
3
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$189M
4
JSTA
Japan Science & Technology Agency
Japan
+$138M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$91.2M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
-$466M
2
PC
Permanens Capital
New York
-$267M
3
Goldman Sachs
Goldman Sachs
New York
-$112M
4
SW
Simplicity Wealth
New Jersey
-$98.4M
5
Charles Schwab
Charles Schwab
California
-$96.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Aristotle Capital Management
1501
Aristotle Capital Management
California
$543K +$167K +954 +44%
GA
1502
Goldstein Advisors
Wisconsin
$535K +$33.3K +191 +7%
Fisher Asset Management
1503
Fisher Asset Management
Washington
$535K -$426K -2,438 -44%
HAS
1504
Holland Advisory Services
Florida
$535K +$6.28K +36 +1%
BC
1505
Burney Company
Virginia
$534K -$21.8K -125 -4%
LEFP
1506
Leading Edge Financial Planning
Tennessee
$533K -$12.6K -72 -2%
BIM
1507
Breakwater Investment Management
Washington
$531K +$6.46K +37 +1%
BWM
1508
Baron Wealth Management
Michigan
$531K +$5.94K +34 +1%
SPA
1509
Sentinel Pension Advisors
Massachusetts
$529K +$12.9K +74 +3%
WAM
1510
WFA Asset Management
Wisconsin
$528K +$4.71K +27 +0.9%
EWM
1511
Evercore Wealth Management
New York
$528K -$46.3K -265 -8%
CWA
1512
CM Wealth Advisors
Ohio
$528K – – –
JSSH
1513
J. Safra Sarasin Holding
$524K – – –
WAM
1514
Weatherly Asset Management
California
$523K – – –
SWM
1515
SilverOak Wealth Management
Minnesota
$523K – – –
CGPCS
1516
Capital Group Private Client Services
California
$521K -$38.1K -218 -7%
IAG
1517
Investmark Advisory Group
Connecticut
$519K +$5.94K +34 +1%
MFA
1518
Millington Financial Advisors
Illinois
$516K +$524 +3 +0.1%
PSP
1519
Pacific Sage Partners
Washington
$514K -$2.62K -15 -0.5%
SFPG
1520
Stonebridge Financial Planning Group
Florida
$511K +$17.5K +100 +4%
TIA
1521
Traphagen Investment Advisors
New Jersey
$511K -$30.4K -174 -6%
TC
1522
Trilogy Capital
California
$510K -$698 -4 -0.1%
MIM
1523
Moseley Investment Management
Florida
$510K -$2.44K -14 -0.5%
MFS
1524
McNamara Financial Services
Massachusetts
$508K -$232K -1,329 -31%
VAG
1525
VisionPoint Advisory Group
Texas
$507K +$60.8K +348 +14%
59 60
61
62 63