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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 %
ST
1526
Spinnaker Trust
Maine
$413K +$165K +1,013 +66%
IIA
1527
Integral Investment Advisors
California
$413K +$413K +2,541 New
BWIA
1528
Bryant Woods Investment Advisors
New York
$412K – – –
FCA
1529
Fortis Capital Advisors
Kansas
$411K +$411K +2,524 New
CA
1530
Carson Advisory
Georgia
$411K +$5.37K +33 +1%
AWM
1531
Austin Wealth Management
Texas
$410K +$28.9K +178 +8%
NCM
1532
Next Capital Management
New York
$409K +$7.98K +49 +2%
HTHT
1533
Hemenway Trust Hemenway Trust
New Hampshire
$407K – – –
FIM
1534
FWL Investment Management
Texas
$407K -$9.12K -56 -2%
OC
1535
Oakworth Capital
Alabama
$405K +$30.5K +187 +8%
SWA
1536
SFMG Wealth Advisors
Texas
$403K – – –
CAM
1537
Cidel Asset Management
Ontario, Canada
$403K – – –
LA
1538
LexAurum Advisors
Kansas
$403K +$163 +1 +0%
MA
1539
MKT Advisors
California
$402K +$38.6K +243 +11%
HI
1540
Hoey Investments
Pennsylvania
$402K -$38.8K -238 -9%
KC
1541
Kingfisher Capital
North Carolina
$400K +$2.6K +16 +0.7%
NC
1542
NewSquare Capital
Pennsylvania
$399K +$396K +2,432 +11,581%
B
1543
BetterWealth
California
$399K – – –
SL
1544
SWMG LLC
Texas
$399K -$49K -301 -11%
ORC
1545
O'Rourke & Company
Massachusetts
$399K +$976 +6 +0.2%
GPA
1546
Garrison Point Advisors
California
$398K – – –
HT
1547
Headlands Technologies
Illinois
$395K +$395K +2,428 New
WP
1548
WealthPLAN Partners
Nebraska
$393K -$75.9K -466 -16%
MC
1549
Mathes Company
New York
$393K – – –
NP
1550
NorthRock Partners
Minnesota
$393K -$8.47K -52 -2%
60 61
62
63 64