VTV icon

Vanguard Value ETF
VTV

Overview Fund Activity

2,338 hedge funds and large institutions have $138B invested in Vanguard Value ETF in 2024 Q4 according to their latest regulatory filings, with 335 funds opening new positions, 997 increasing their positions, 702 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,338
Holders Change
+214
Holders Change %
+10.08%
% of All Funds
31.12%
Holding in Top 10
395
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+5.61%
% of All Funds
5.26%
New
335
Increased
997
Reduced
702
Closed
76
Calls
$90.5M
Puts
$15.7M
Net Calls
+$74.9M
Net Calls Change
-$43.4M

Top Buyers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$830M
2
Bank of America
Bank of America
North Carolina
+$331M
3
Morgan Stanley
Morgan Stanley
New York
+$308M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$283M
5
LNC
Lincoln National Corp
Pennsylvania
+$239M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$3.43B
2
PCIG
Partners Capital Investment Group
Massachusetts
-$91.8M
3
Jane Street
Jane Street
New York
-$77.1M
4
JSTA
Japan Science & Technology Agency
Japan
-$73.7M
5
Betterment LLC
Betterment LLC
New York
-$57.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
UPS
1501
UHLMANN PRICE SECURITIES
Illinois
$686K +$24.5K +145 +4%
SPWG
1502
Syntegra Private Wealth Group
Missouri
$685K +$63.8K +377 +10%
DCM
1503
DGS Capital Management
New Jersey
$685K +$117K +689 +21%
WCM
1504
Winebrenner Capital Management
Kentucky
$681K +$681K +4,025 New
CFS
1505
CGC Financial Services
Oregon
$681K -$283K -1,670 -29%
NCM
1506
NCM Capital Management
New Jersey
$678K -$16.9K -100 -2%
LC
1507
Lincoln Capital
Nebraska
$677K +$169 +1 +0%
CW
1508
Code Waechter
Florida
$677K – – –
AUB
1509
Atlantic Union Bankshares
Virginia
$676K +$18.8K +111 +3%
EA
1510
Everpar Advisors
Oklahoma
$675K -$78.7K -465 -10%
CFO
1511
Colony Family Offices
North Carolina
$672K +$672K +3,972 New
AF
1512
Apollon Financial
South Carolina
$671K – – –
PPA
1513
Pacific Point Advisors
California
$669K +$669K +3,800 New
RIA
1514
RPG Investment Advisory
California
$669K -$6.94K -41 -1%
SPI
1515
Sutton Place Investors
New York
$669K +$508 +3 +0.1%
IFWM
1516
Institute for Wealth Management
Colorado
$664K -$1.02K -6 -0.2%
OWA
1517
One Wealth Advisors
California
$664K – – –
KFS
1518
Kelly Financial Services
Massachusetts
$664K -$491K -2,900 -43%
TSWM
1519
Triangle Securities Wealth Management
North Carolina
$663K +$2.2K +13 +0.3%
LWCFA
1520
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$663K -$13.3K -75 -2%
CFB
1521
Cullen/Frost Bankers
Texas
$660K -$29.3K -173 -4%
JWM
1522
JP Wealth Management
South Carolina
$660K +$660K +3,900 New
BB
1523
Busey Bank
Illinois
$660K -$22.7K -134 -3%
RW
1524
Rede Wealth
Virginia
$657K -$456K -2,693 -41%
ATI
1525
ARK & TLK Investments
Oklahoma
$655K – – –
59 60
61
62 63