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 %
SA
1601
Sovran Advisors
California
$560K +$560K +3,282 New
FNA
1602
First National Advisers
Nebraska
$560K +$2.54K +15 +0.5%
FGC
1603
Financial Gravity Companies
Texas
$559K -$1.52K -9 -0.3%
SFMG
1604
Sage Financial Management Group
Virginia
$559K – – –
UWPG
1605
Ullmann Wealth Partners Group
Florida
$558K -$6.94K -41 -1%
HFS
1606
Heritage Financial Services
Massachusetts
$557K +$557K +3,292 New
TC
1607
Trilogy Capital
California
$554K +$58.7K +347 +12%
RDWM
1608
Red Door Wealth Management
Tennessee
$553K +$1.19K +7 +0.2%
RGF
1609
Retirement Guys Formula
Ohio
$552K +$289K +1,709 +110%
BC
1610
Burney Company
Virginia
$552K +$33.2K +196 +6%
TCM
1611
Towneley Capital Management
California
$550K -$318K -1,878 -37%
MIC
1612
Means Investment Company
Maine
$548K +$3.05K +18 +0.6%
FPCP
1613
Fort Point Capital Partners
California
$548K +$17.6K +104 +3%
WFPG
1614
Waller Financial Planning Group
Ohio
$547K +$157K +925 +40%
Principal Financial Group
1615
Principal Financial Group
Iowa
$545K +$545K +3,218 New
YWM
1616
Yoder Wealth Management
California
$545K – – –
PAS
1617
PKS Advisory Services
New York
$543K +$543K +3,209 New
TCM
1618
Towercrest Capital Management
Pennsylvania
$543K – – –
FB
1619
Finward Bancorp
Indiana
$541K +$541K +3,195 New
RWA
1620
River Wealth Advisors
Pennsylvania
$541K -$33.4K -197 -6%
CFA
1621
Camarda Financial Advisors
Florida
$540K +$540K +3,188 New
SO
1622
Sierra Ocean
California
$538K +$538K +3,180 New
GAB
1623
German American Bancorp
Indiana
$538K – – –
GA
1624
GSG Advisors
New Jersey
$537K +$7.62K +45 +1%
OWCM
1625
One Wealth Capital Management
Arizona
$537K +$537K +3,173 New
63 64
65
66 67