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 %
TI
1576
Trexquant Investment
Connecticut
$368K +$368K +2,261 New
SIAG
1577
Safeguard Investment Advisory Group
California
$366K -$13K -80 -3%
TF
1578
Trek Financial
Arizona
$366K -$10.6K -65 -3%
PMFA
1579
Plante Moran Financial Advisors
Michigan
$366K -$152K -936 -29%
MWP
1580
Madison Wealth Partners
Wisconsin
$364K +$4.4K +27 +1%
HIP
1581
Harrell Investment Partners
Texas
$364K +$2.28K +14 +0.6%
CKAIS
1582
Christensen King & Associates Investment Services
Washington
$362K +$326 +2 +0.1%
LW
1583
Lauer Wealth
Indiana
$361K – – –
CFB
1584
Cullen/Frost Bankers
Texas
$358K -$4.07K -25 -1%
PGF
1585
Plan Group Financial
Oklahoma
$357K +$357K +2,194 New
FNB
1586
Farmers National Bank
Kentucky
$355K – – –
MLFP
1587
MPS Loria Financial Planners
Illinois
$355K +$163 +1 +0%
SF
1588
Slagle Financial
Illinois
$353K -$270K -1,659 -43%
IWN
1589
Independent Wealth Network
Iowa
$352K +$10.3K +63 +3%
TVAMP
1590
Tennessee Valley Asset Management Partners
Tennessee
$351K -$784K -4,813 -69%
XSC
1591
X-Square Capital
Puerto Rico
$350K +$44.6K +285 +15%
GAA
1592
Global Assets Advisory
Florida
$348K +$348K +56,453 New
DFCM
1593
Dark Forest Capital Management
Puerto Rico
$348K -$1.09M -6,673 -76%
PNAA
1594
Pictet North America Advisors
Switzerland
$347K – – –
VWM
1595
Venturi Wealth Management
Texas
$347K -$652 -4 -0.2%
VFA
1596
Voya Financial Advisors
Connecticut
$346K -$45.1K -278 -12%
JFA
1597
JNBA Financial Advisors
Minnesota
$345K -$118K -724 -25%
RCP
1598
Rothschild Capital Partners
New York
$345K -$185K -1,135 -35%
RW
1599
RVW Wealth
California
$345K – – –
PG
1600
Proffitt & Goodson
Tennessee
$345K – – –
62 63
64
65 66