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 %
MWA
1601
Motive Wealth Advisors
Michigan
$344K +$73K +448 +27%
Lazard Asset Management
1602
Lazard Asset Management
New York
$344K -$131K -807 -28%
BG
1603
Benedetti & Gucer
Georgia
$343K -$17.4K -107 -5%
SCM
1604
Saxony Capital Management
Missouri
$342K +$15.1K +93 +5%
HBW
1605
Hazlett, Burt & Watson
West Virginia
$340K +$1.46K +9 +0.4%
LA
1606
Legacy Advisors
Pennsylvania
$340K +$83.4K +512 +33%
FMII
1607
Farmers & Merchants Investments Inc
Nebraska
$339K +$163 +1 +0%
SAM
1608
S.A. Mason
Michigan
$338K -$8.14K -50 -2%
WG
1609
Wealth Group
North Carolina
$338K +$338K +2,076 New
MAM
1610
Milestone Asset Management
Pennsylvania
$337K +$4.4K +27 +1%
EFP
1611
EnRich Financial Partners
Wisconsin
$335K +$814 +5 +0.2%
TSS
1612
Two Sigma Securities
New York
$335K +$335K +2,058 New
DWP
1613
Destiny Wealth Partners
Florida
$333K +$18.6K +114 +6%
LMKC
1614
L.M. Kohn & Company
Ohio
$328K +$7.17K +44 +2%
VCM
1615
Versant Capital Management
Arizona
$328K -$1.47K -9 -0.4%
WFPG
1616
Waller Financial Planning Group
Ohio
$328K -$72.5K -445 -18%
PP
1617
Patten & Patten
Tennessee
$326K +$326K +2,003 New
FDCP
1618
Foster Dykema Cabot & Partners
Massachusetts
$326K +$50.8K +312 +18%
MCM
1619
McDonough Capital Management
Florida
$325K – – –
QPBE
1620
Quintet Private Bank (Europe)
Luxembourg
$324K -$50.6K -270 -14%
AGWCA
1621
Annis Gardner Whiting Capital Advisors
Florida
$324K +$253K +1,554 +357%
BAWC
1622
Boyce & Associates Wealth Consulting
Texas
$323K -$66.1K -406 -17%
JC
1623
Jentner Corp
Ohio
$323K +$323K +1,982 New
LC
1624
Landaas & Company
Wisconsin
$322K +$5.2K +32 +2%
SWA
1625
Strata Wealth Advisors
Texas
$321K +$321K +1,974 New
63 64
65
66 67