VTV icon

Vanguard Value ETF
VTV

Overview Fund Activity

2,044 hedge funds and large institutions have $80.8B invested in Vanguard Value ETF in 2024 Q2 according to their latest regulatory filings, with 135 funds opening new positions, 835 increasing their positions, 740 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,044
Holders Change
-1
Holders Change %
-0.05%
% of All Funds
29.73%
Holding in Top 10
362
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-5.48%
% of All Funds
5.26%
New
135
Increased
835
Reduced
740
Closed
105
Calls
$137M
Puts
$5.57M
Net Calls
+$132M
Net Calls Change
+$94.3M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$547M
2
AA
Axiom Advisory
California
+$535M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$298M
4
CA
Clearstead Advisors
Ohio
+$95.8M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$86.6M

Top Sellers

1
ERFOTCOFW
Employees Retirement Fund of the City of Fort Worth
Texas
-$151M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$149M
3
TODC
Trustees of Dartmouth College
New Hampshire
-$120M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$91.5M
5
Betterment LLC
Betterment LLC
New York
-$84.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PGAM
1626
Princeton Global Asset Management
New Jersey
$322K +$322K +2,008 New
PP
1627
Patten & Patten
Tennessee
$321K – – –
RW
1628
RVW Wealth
California
$320K -$19.1K -119 -6%
AGWCA
1629
Annis Gardner Whiting Capital Advisors
Florida
$320K -$968 -6 -0.3%
VCM
1630
Versant Capital Management
Arizona
$320K -$3.37K -21 -1%
SWA
1631
Strata Wealth Advisors
Texas
$318K +$1.6K +10 +0.5%
OWMIAS
1632
One Wealth Management Investment & Advisory Services
Florida
$317K +$12K +75 +4%
BBPWM
1633
Blue Bell Private Wealth Management
Pennsylvania
$317K +$36.3K +226 +13%
GM
1634
GeoWealth Management
Illinois
$316K +$91K +567 +40%
HP
1635
HT Partners
Connecticut
$316K – – –
1SB
1636
1ST Source Bank
Indiana
$315K – – –
MWM
1637
Marion Wealth Management
Pennsylvania
$315K +$32.9K +205 +12%
IIL
1638
Insight Inv LLC
California
$314K – – –
AA
1639
Apriem Advisors
California
$313K +$79.4K +495 +34%
SNBOSCI
1640
Security National Bank of Sioux City Iowa
Iowa
$312K -$1.28K -8 -0.4%
FFA
1641
Fi3 Financial Advisors
Indiana
$312K +$802 +5 +0.3%
LC
1642
Landaas & Company
Wisconsin
$312K -$5.13K -32 -2%
WC
1643
Waterloo Capital
Texas
$311K +$39.5K +246 +15%
BAWC
1644
Boyce & Associates Wealth Consulting
Texas
$311K -$7.86K -49 -2%
FDDB
1645
Fidelity D&D Bancorp
Pennsylvania
$310K +$1.44K +9 +0.5%
MWA
1646
Motive Wealth Advisors
Michigan
$308K -$30.5K -190 -9%
RGF
1647
Retirement Guys Formula
Ohio
$308K +$48.1K +300 +19%
WCP
1648
Wick Capital Partners
Pennsylvania
$308K +$308K +1,920 New
TTWM
1649
TCV Trust & Wealth Management
Virginia
$308K +$308K +1,920 New
SYBT
1650
Stock Yards Bank & Trust
Kentucky
$307K -$64.8K -404 -17%
64 65
66
67 68