VTV icon

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 %
AIP
1551
Almanack Investment Partners
Pennsylvania
$392K +$3.26K +20 +0.8%
AAG
1552
Armstrong Advisory Group
Massachusetts
$392K – – –
DA
1553
DCM Advisors
New York
$391K +$1.79K +11 +0.5%
BWP
1554
Balboa Wealth Partners
Arizona
$390K +$30K +184 +8%
MYIA
1555
Mount Yale Investment Advisors
Colorado
$390K -$814 -5 -0.2%
MFG
1556
Midwest Financial Group
Kansas
$389K +$12.2K +75 +3%
PCA
1557
Peddock Capital Advisors
Massachusetts
$389K – – –
RIL
1558
Rothschild Investment LLC
Illinois
$387K +$102K +629 +36%
CFG
1559
Carr Financial Group
Massachusetts
$386K +$98.9K +607 +34%
FTDI
1560
First Trust Direct Indexing
Massachusetts
$386K +$386K +2,372 New
MPAM
1561
Murphy Pohlad Asset Management
Minnesota
$384K +$814 +5 +0.2%
RIG
1562
RiverFront Investment Group
Virginia
$384K +$384K +2,355 New
GSB
1563
Greenfield Savings Bank
Massachusetts
$383K +$2.44K +15 +0.6%
A
1564
Allianz
Germany
$382K +$382K +2,348 New
SFP
1565
Sweet Financial Partners
Minnesota
$382K -$1.69M -10,346 -82%
TWG
1566
The Wealth Group
Minnesota
$382K – – –
AWM
1567
Aprio Wealth Management
Georgia
$378K +$378K +2,324 New
SAM
1568
Seelaus Asset Management
New Jersey
$378K +$4.56K +28 +1%
SYBT
1569
Stock Yards Bank & Trust
Kentucky
$377K +$155K +953 +70%
PJWM
1570
Philip James Wealth Mangement
Georgia
$376K -$14.5K -89 -4%
CFSG
1571
Community Financial Services Group
Vermont
$376K +$376K +2,310 New
CB
1572
Cadence Bank
Mississippi
$374K – – –
NIC
1573
Northwest Investment Counselors
Oregon
$373K – – –
AC
1574
Applied Capital
Arkansas
$372K +$1.96K +12 +0.5%
AC
1575
Annandale Capital
Texas
$371K – – –
61 62
63
64 65