VTV icon

Vanguard Value ETF
VTV

Overview Fund Activity

2,124 hedge funds and large institutions have $89.4B invested in Vanguard Value ETF in 2024 Q3 according to their latest regulatory filings, with 162 funds opening new positions, 960 increasing their positions, 708 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,124
Holders Change
+80
Holders Change %
+3.91%
% of All Funds
30.72%
Holding in Top 10
374
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+3.31%
% of All Funds
5.41%
New
162
Increased
960
Reduced
708
Closed
57
Calls
$165M
Puts
$46.3M
Net Calls
+$118M
Net Calls Change
-$13.5M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$541M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$205M
3
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$189M
4
JSTA
Japan Science & Technology Agency
Japan
+$138M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$91.2M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
-$466M
2
PC
Permanens Capital
New York
-$267M
3
Goldman Sachs
Goldman Sachs
New York
-$112M
4
SW
Simplicity Wealth
New Jersey
-$98.4M
5
Charles Schwab
Charles Schwab
California
-$96.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
1601
Mathes Company
New York
$421K – – –
FDCP
1602
Foster Dykema Cabot & Partners
Massachusetts
$420K +$112K +639 +36%
RSWA
1603
Robinson Smith Wealth Advisors
Maine
$419K -$38.4K -220 -8%
MYIA
1604
Mount Yale Investment Advisors
Colorado
$418K +$175 +1 +0%
PP
1605
Patten & Patten
Tennessee
$418K +$67.9K +389 +19%
SIAG
1606
Safeguard Investment Advisory Group
California
$417K -$11.9K -68 -3%
VHAM
1607
Van Hulzen Asset Management
California
$417K -$6.28K -36 -1%
CFG
1608
Carr Financial Group
Massachusetts
$417K +$2.62K +15 +0.6%
Lazard Asset Management
1609
Lazard Asset Management
New York
$416K +$97.7K +560 +31%
TWG
1610
The Wealth Group
Minnesota
$415K +$2.1K +12 +0.5%
9WM
1611
9258 Wealth Management
Ohio
$415K +$16.1K +92 +4%
SWM
1612
Sterling Wealth Management
Illinois
$414K +$414K +2,373 New
OC
1613
Oakworth Capital
Alabama
$412K – – –
A
1614
Allianz
Germany
$410K – – –
PCA
1615
Peddock Capital Advisors
Massachusetts
$407K -$10.3K -59 -2%
JWS
1616
Juncture Wealth Strategies
Arizona
$406K +$406K +2,328 New
SAM
1617
Seelaus Asset Management
New Jersey
$405K – – –
NIC
1618
Northwest Investment Counselors
Oregon
$405K +$175 +1 +0%
WFPG
1619
Waller Financial Planning Group
Ohio
$403K +$32.5K +186 +9%
SW
1620
Solidarity Wealth
Utah
$400K +$400K +2,293 New
LW
1621
Lauer Wealth
Indiana
$399K – – –
JWCA
1622
J.W. Coons Advisors
Ohio
$399K -$42.9K -246 -10%
TF
1623
Trek Financial
Arizona
$398K +$18.7K +107 +5%
CFSG
1624
Community Financial Services Group
Vermont
$395K – – –
WWWM
1625
White Wing Wealth Management
Texas
$394K -$296K -1,697 -43%
63 64
65
66 67