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 %
JCIA
1626
Jackson Creek Investment Advisors
Colorado
$321K -$57.8K -355 -15%
HHRDM
1627
H&H Retirement Design & Management
Nevada
$321K -$157K -1,001 -33%
HP
1628
HT Partners
Connecticut
$321K – – –
TFP
1629
Traction Financial Partners
Wyoming
$320K -$129K -800 -29%
1SB
1630
1ST Source Bank
Indiana
$320K – – –
CA
1631
Claro Advisors
Massachusetts
$320K -$21.7K -133 -6%
BWP
1632
Baldwin Wealth Partners
Massachusetts
$319K – – –
SNBOSCI
1633
Security National Bank of Sioux City Iowa
Iowa
$319K -$13.8K -85 -4%
THL
1634
Tillman Hartley LLC
Colorado
$318K +$46.3K +284 +17%
AAM
1635
Austin Asset Management
Texas
$317K – – –
IIL
1636
Insight Inv LLC
California
$317K -$41K -252 -11%
EBT
1637
Enterprise Bank & Trust
Massachusetts
$317K – – –
HWMC
1638
Heritage Wealth Management (California)
California
$313K – – –
FDDB
1639
Fidelity D&D Bancorp
Pennsylvania
$313K -$229K -1,409 -42%
VAG
1640
VisionPoint Advisory Group
Texas
$312K +$34.7K +213 +13%
RP
1641
Rowlandmiller & Partners
Georgia
$311K – – –
OWMIAS
1642
One Wealth Management Investment & Advisory Services
Florida
$310K -$1.2M -7,386 -80%
LWM
1643
Laidlaw Wealth Management
New York
$310K – – –
VCAM
1644
Van Cleef Asset Management
Ohio
$309K – – –
OWA
1645
ORBA Wealth Advisors
Illinois
$309K – – –
TAM
1646
TCP Asset Management
Ohio
$307K +$307K +1,887 New
FOA
1647
Five Oceans Advisors
California
$306K -$653K -4,011 -68%
FFA
1648
Fi3 Financial Advisors
Indiana
$306K +$15.1K +96 +5%
RMCM
1649
Reynders McVeigh Capital Management
Massachusetts
$306K -$9.95K -61 -3%
CISOA
1650
Capital Investment Services of America
Wisconsin
$305K – – –
64 65
66
67 68