VTV icon

Vanguard Value ETF
VTV

Overview Fund Activity

2,044 hedge funds and large institutions have $80.8B invested in Vanguard Value ETF in 2024 Q2 according to their latest regulatory filings, with 135 funds opening new positions, 835 increasing their positions, 740 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,044
Holders Change
-1
Holders Change %
-0.05%
% of All Funds
29.73%
Holding in Top 10
362
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-5.48%
% of All Funds
5.26%
New
135
Increased
835
Reduced
740
Closed
105
Calls
$137M
Puts
$5.57M
Net Calls
+$132M
Net Calls Change
+$94.3M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$547M
2
AA
Axiom Advisory
California
+$535M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$298M
4
CA
Clearstead Advisors
Ohio
+$95.8M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$86.6M

Top Sellers

1
ERFOTCOFW
Employees Retirement Fund of the City of Fort Worth
Texas
-$151M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$149M
3
TODC
Trustees of Dartmouth College
New Hampshire
-$120M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$91.5M
5
Betterment LLC
Betterment LLC
New York
-$84.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
LW
1576
Lauer Wealth
Indiana
$372K -$490 -3 -0.1%
BWP
1577
Balboa Wealth Partners
Arizona
$371K -$13.2K -82 -3%
SGI
1578
Summit Global Investments
Utah
$371K -$54.2K -338 -13%
PJWM
1579
Philip James Wealth Mangement
Georgia
$371K – – –
BWIA
1580
Bryant Woods Investment Advisors
New York
$370K +$20.7K +150 +6%
PWMG
1581
Private Wealth Management Group
New Jersey
$368K +$243K +1,518 +195%
9WM
1582
9258 Wealth Management
Ohio
$366K +$84.4K +526 +30%
AC
1583
Applied Capital
Arkansas
$366K – – –
CKAIS
1584
Christensen King & Associates Investment Services
Washington
$366K +$8.98K +56 +3%
FFO
1585
Fiduciary Family Office
Florida
$364K -$79.6K -496 -18%
CFSG
1586
Community Financial Services Group
Vermont
$363K -$7.22K -45 -2%
MWP
1587
Madison Wealth Partners
Wisconsin
$361K +$2.25K +14 +0.6%
SCM
1588
Saxony Capital Management
Missouri
$361K +$23.6K +147 +7%
IIA
1589
Integral Investment Advisors
California
$361K -$45.7K -286 -11%
OWA
1590
Opal Wealth Advisors
New York
$360K -$49.1K -306 -12%
RWA
1591
Redhawk Wealth Advisors
Minnesota
$357K -$1.09M -6,817 -75%
PMFA
1592
Plante Moran Financial Advisors
Michigan
$357K -$3.53K -22 -1%
BCWM
1593
Bartlett & Co Wealth Management
Ohio
$354K +$73.9K +458 +26%
MLFP
1594
MPS Loria Financial Planners
Illinois
$350K – – –
TF
1595
Trek Financial
Arizona
$349K -$11.4K -71 -3%
FNB
1596
Farmers National Bank
Kentucky
$348K -$1.44K -9 -0.4%
AIP
1597
Almanack Investment Partners
Pennsylvania
$348K -$38.3K -239 -10%
VPIM
1598
Vanguard Personalized Indexing Management
California
$347K +$347K +2,166 New
VFA
1599
Voya Financial Advisors
Connecticut
$347K +$7.04K +44 +2%
Aristotle Capital Management
1600
Aristotle Capital Management
California
$346K +$114K +711 +49%
62 63
64
65 66