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 %
MIF
1551
Mediolanum International Funds
Ireland
$616K +$616K +3,652 New
FWCM
1552
Ferguson Wellman Capital Management
Oregon
$614K +$1.69K +10 +0.3%
WCM
1553
Windsor Capital Management
Arizona
$613K -$3.05K -18 -0.5%
TCWM
1554
Total Clarity Wealth Management
Illinois
$613K -$69.6K -411 -10%
PFM
1555
Potomac Fund Management
Florida
$611K +$611K +3,608 New
FC
1556
Fairscale Capital
New Hampshire
$610K +$169 +1 +0%
CRI
1557
Colonial River Investments
Virginia
$607K -$17.8K -105 -3%
EGA
1558
Eagle Global Advisors
Texas
$604K -$12.7K -75 -2%
LRPA
1559
L. Roy Papp & Associates
Arizona
$604K +$22.3K +132 +4%
PS
1560
Planned Solutions
California
$603K – – –
TPW
1561
Tiller Private Wealth
Pennsylvania
$603K -$33.9K -200 -5%
SWP
1562
Strategic Wealth Partners
Ohio
$601K -$82K -461 -12%
ITIM
1563
Indiana Trust & Investment Management
Indiana
$600K – – –
SAM
1564
Smith Asset Management
Florida
$600K +$600K +3,544 New
MIAS
1565
Mason Investment Advisory Services
Virginia
$599K -$11.5K -68 -2%
OC
1566
Optima Capital
Oregon
$597K +$597K +3,527 New
CA
1567
CWC Advisors
Oregon
$593K +$30.3K +179 +5%
CPSC
1568
Carl P. Sherr & Co
Massachusetts
$593K – – –
TIA
1569
Traphagen Investment Advisors
New Jersey
$592K +$95.8K +566 +19%
WJWM
1570
Williams Jones Wealth Management
New York
$591K +$8.97K +53 +2%
1WA
1571
180 Wealth Advisors
Washington
$591K -$5.59K -33 -0.9%
DP
1572
DDD Partners
Washington
$591K +$9.82K +58 +2%
DA
1573
Detalus Advisors
Missouri
$590K -$169 -1 -0%
AAM
1574
Austin Asset Management
Texas
$590K +$260K +1,534 +79%
CPA
1575
Cathy Pareto & Associates
Florida
$589K +$589K +3,477 New
61 62
63
64 65