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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 %
MFG
1651
Mosaic Financial Group
Illinois
$305K +$305K +1,871 New
CAM
1652
Concorde Asset Management
Michigan
$304K +$304K +1,866 New
WBG
1653
Wharton Business Group
Pennsylvania
$303K – – –
MF
1654
Meridian Financial
Massachusetts
$302K -$20.5K -126 -6%
HWP
1655
Highline Wealth Partners
California
$302K +$10.9K +67 +4%
HT
1656
Heritage Trust
Oklahoma
$301K – – –
BFS
1657
Bradley Foster & Sargent
Connecticut
$300K -$32.6K -200 -10%
WWS
1658
Wellington Wealth Strategies
Indiana
$300K +$300K +1,840 New
SIC
1659
Samalin Investment Counsel
New York
$298K +$651 +4 +0.2%
LJAC
1660
L.J. Altfest & Co
New York
$298K -$187K -1,151 -39%
SWP
1661
Semus Wealth Partners
Florida
$298K -$86.3K -530 -22%
GLLW
1662
Graves Light Lenhart Wealth
Virginia
$297K +$814 +5 +0.3%
HIC
1663
Holderness Investments Company
North Carolina
$296K +$296K +1,819 New
AWP
1664
Accretive Wealth Partners
New Jersey
$295K – – –
Massachusetts Financial Services
1665
Massachusetts Financial Services
Massachusetts
$295K -$268K -1,647 -48%
SIAP
1666
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$295K +$295K +1,809 New
RSA
1667
River Street Advisors
Illinois
$294K +$294K +1,808 New
FCP
1668
Fidelis Capital Partners
Florida
$294K +$294K +1,807 New
SPC
1669
Stewart & Patten Company
California
$294K – – –
AWM
1670
Abound Wealth Management
Tennessee
$293K +$37.3K +229 +15%
PGA
1671
Portland Global Advisors
Maine
$292K – – –
CIG
1672
Cascade Investment Group
Colorado
$292K +$52.9K +325 +22%
NWMG
1673
National Wealth Management Group
Ohio
$291K -$31.3K -192 -10%
CFG
1674
Cooper Financial Group
California
$291K +$36.5K +224 +14%
VHAM
1675
Van Hulzen Asset Management
California
$291K -$14.8K -91 -5%
65 66
67
68 69