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 %
PSP
1651
Pacific Sage Partners
Washington
$509K +$10.5K +62 +2%
MWM
1652
MGB Wealth Management
Texas
$509K +$204K +1,206 +67%
JWS
1653
Juncture Wealth Strategies
Arizona
$508K +$114K +674 +29%
SWM
1654
SilverOak Wealth Management
Minnesota
$507K +$169 +1 +0%
CGPCS
1655
Capital Group Private Client Services
California
$507K +$1.02K +6 +0.2%
HAS
1656
Holland Advisory Services
Florida
$506K -$12.5K -74 -2%
FA
1657
FSA Advisors
Michigan
$503K -$385K -2,236 -43%
VAG
1658
VisionPoint Advisory Group
Texas
$501K +$10.7K +63 +2%
LC
1659
Landaas & Company
Wisconsin
$500K +$179K +1,054 +56%
CFS
1660
Coordinated Financial Services
Colorado
$498K +$498K +2,939 New
MWM
1661
McMill Wealth Management
Nebraska
$494K +$494K +2,918 New
SFPG
1662
Stonebridge Financial Planning Group
Florida
$492K -$4.4K -26 -0.9%
ST
1663
Spinnaker Trust
Maine
$490K +$60.8K +359 +14%
AWM
1664
Aprio Wealth Management
Georgia
$488K -$1.35K -8 -0.3%
T
1665
Transce3nd
Texas
$488K +$488K +2,882 New
4FG
1666
4Thought Financial Group
New York
$486K -$1.04M -6,165 -68%
MPM
1667
Meritage Portfolio Management
Kansas
$486K -$5.08K -30 -1%
Capital International Investors
1668
Capital International Investors
California
$485K +$1.18K +7 +0.2%
SS
1669
Sunbelt Securities
Texas
$483K -$185K -1,097 -28%
CA
1670
Cambridge Advisors
Nebraska
$483K – – –
MWA
1671
Meridian Wealth Advisors
Texas
$481K – – –
PAMG
1672
Patton Albertson Miller Group
Tennessee
$480K – – –
MAMG
1673
Milestone Asset Management Group
Connecticut
$479K +$479K +2,831 New
BI
1674
Ballast Inc
Kentucky
$476K – – –
ZRP
1675
Zynergy Retirement Planning
New Jersey
$475K – – –
65 66
67
68 69