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 %
AHC
1626
Adell Harriman & Carpenter
Texas
$537K +$537K +3,170 New
BCA
1627
Bay Colony Advisors
Massachusetts
$536K +$169 +1 +0%
CAAM
1628
Cornerstone Advisors Asset Management
Pennsylvania
$535K +$6.43K +38 +1%
PFSC
1629
Peoples Financial Services Corp
Pennsylvania
$532K -$2.54K -15 -0.5%
WCP
1630
Wick Capital Partners
Pennsylvania
$532K +$207K +1,221 +64%
CGA
1631
Crescent Grove Advisors
Illinois
$531K +$50.1K +296 +10%
GCM
1632
Garland Capital Management
Washington
$530K – – –
ACG
1633
Allen Capital Group
Nebraska
$529K -$12.4K -73 -2%
EWA
1634
Encompass Wealth Advisors
Oregon
$528K +$271K +1,600 +105%
Lazard Asset Management
1635
Lazard Asset Management
New York
$527K +$123K +729 +31%
ARC
1636
Advisor Resource Council
Texas
$526K +$526K +3,109 New
TF
1637
Tenon Financial
New Jersey
$526K – – –
SPA
1638
Sentinel Pension Advisors
Massachusetts
$525K +$12.5K +74 +2%
BW
1639
Bison Wealth
Georgia
$523K +$50.4K +298 +11%
C
1640
Certuity
Florida
$521K -$102K -602 -16%
BIM
1641
Breakwater Investment Management
Washington
$521K +$6.1K +36 +1%
BWMG
1642
Barnes Wealth Management Group
California
$520K +$520K +3,070 New
IAG
1643
Investmark Advisory Group
Connecticut
$519K +$15.6K +92 +3%
BWM
1644
Baron Wealth Management
Michigan
$518K +$3.05K +18 +0.6%
CWA
1645
CM Wealth Advisors
Ohio
$516K +$4.23K +25 +0.8%
LEFP
1646
Leading Edge Financial Planning
Tennessee
$515K -$2.37K -14 -0.5%
WAM
1647
WFA Asset Management
Wisconsin
$515K +$2.37K +14 +0.5%
TW
1648
Transform Wealth
Colorado
$512K +$249K +1,473 +95%
EWM
1649
Evercore Wealth Management
New York
$512K – – –
Legacy Financial Group (Iowa)
1650
Legacy Financial Group (Iowa)
Iowa
$511K +$511K +3,016 New
64 65
66
67 68