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 %
XSC
1526
X-Square Capital
Puerto Rico
$655K +$201K +1,185 +44%
STFP
1527
Signal Tree Financial Partners
Ohio
$653K +$653K +3,860 New
SWP
1528
Summit Wealth Partners
Florida
$652K -$107K -630 -14%
MFA
1529
Millington Financial Advisors
Illinois
$652K +$131K +746 +25%
RF
1530
Roxbury Financial
New Jersey
$649K +$649K +3,567 New
AWP
1531
Axis Wealth Partners
Rhode Island
$647K +$647K +3,819 New
Luther King Capital Management (LKCM)
1532
Luther King Capital Management (LKCM)
Texas
$645K -$686K – –
LWP
1533
LMG Wealth Partners
Louisiana
$644K +$14.2K +84 +2%
BBHC
1534
Brown Brothers Harriman & Co
New York
$643K -$1.86K -11 -0.3%
HWA
1535
Heritage Wealth Advisors
Virginia
$641K – – –
WP
1536
Westmount Partners
California
$641K – – –
1L
1537
10Elms LLP
Oklahoma
$637K +$637K +3,761 New
CWS
1538
Cypress Wealth Services
California
$636K – – –
SRC
1539
Shufro Rose & Co
New York
$634K -$340K -2,009 -35%
HW
1540
Hancock Whitney
Mississippi
$631K – – –
AW
1541
Alteri Wealth
California
$631K +$631K +3,725 New
TFG
1542
Tilson Financial Group
New Jersey
$623K +$3.05K +18 +0.5%
TFO
1543
Tarbox Family Office
California
$622K – – –
SRWM
1544
Shira Ridge Wealth Management
California
$622K -$3.73K -22 -0.6%
AIA
1545
Accelerate Investment Advisors
California
$621K +$4.74K +28 +0.8%
FCG
1546
Fielder Capital Group
Tennessee
$621K -$509K -3,009 -45%
GEA
1547
Glen Eagle Advisors
New Jersey
$620K +$9.99K +59 +2%
LWM
1548
Level Wealth Management
North Carolina
$619K +$619K +3,656 New
HPIA
1549
Hamilton Point Investment Advisors
North Carolina
$619K +$43.2K +255 +8%
PCP
1550
Proficio Capital Partners
Massachusetts
$616K – – –
60 61
62
63 64