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 %
AAS
1576
Annex Advisory Services
Wisconsin
$588K +$331K +1,957 +129%
LPP
1577
Life Planning Partners
Florida
$583K – – –
PG
1578
Proffitt & Goodson
Tennessee
$582K -$26.6K -157 -4%
TPA
1579
Trivium Point Advisory
Connecticut
$581K +$1.19K +7 +0.2%
SIM
1580
Stratos Investment Management
Ohio
$580K +$40K +236 +7%
MPAM
1581
Murphy Pohlad Asset Management
Minnesota
$576K +$41.5K +245 +8%
SIC
1582
SJS Investment Consulting
Ohio
$576K – – –
PFG
1583
Putney Financial Group
California
$575K +$575K +3,395 New
Capital World Investors
1584
Capital World Investors
California
$574K -$1.52K -9 -0.3%
NP
1585
NorthRock Partners
Minnesota
$572K +$162K +958 +40%
BWL
1586
Bogart Wealth LLC
Virginia
$570K +$508 +3 +0.1%
LPT
1587
Legacy Private Trust
Wisconsin
$570K -$99.9K -590 -15%
AW
1588
Apricus Wealth
South Carolina
$568K -$242K -1,430 -30%
GWS
1589
Glassman Wealth Services
Virginia
$567K +$33K +195 +6%
VM
1590
VPR Management
Texas
$567K – – –
JSSH
1591
J. Safra Sarasin Holding
$567K +$59.3K +350 +12%
RCP
1592
Rothschild Capital Partners
New York
$566K +$28.8K +170 +5%
AFG
1593
Altiora Financial Group
Ohio
$566K – – –
FWM
1594
Fairhaven Wealth Management
Illinois
$566K – – –
HBS
1595
Howard Bailey Securities
Indiana
$566K -$28.6K -169 -5%
PFA
1596
Petra Financial Advisors
Colorado
$565K +$5.42K +32 +1%
FCA
1597
Fortis Capital Advisors
Kansas
$565K – – –
PFA
1598
Portland Financial Advisors
New York
$564K +$564K +3,329 New
PMG
1599
Private Management Group
California
$563K – – –
FCBT
1600
First Citizens Bank & Trust
North Carolina
$561K +$561K +3,312 New
62 63
64
65 66