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 %
EFA
1676
Edge Financial Advisors
Illinois
$291K +$291K +1,786 New
WTC
1677
WhitTier Trust Company
Nevada
$289K -$168K -1,034 -37%
BFWA
1678
Benchmark Financial Wealth Advisors
Florida
$289K +$1.63K +10 +0.6%
FFWA
1679
FRG Family Wealth Advisors
Washington
$287K – – –
NPI
1680
New Perspectives Inc
Mississippi
$287K +$287K +1,761 New
SWM
1681
Silverlake Wealth Management
Vermont
$287K -$13.5K -83 -5%
9WM
1682
9258 Wealth Management
Ohio
$286K – – –
MWM
1683
Marion Wealth Management
Pennsylvania
$286K – – –
WI
1684
Wintrust Investments
Illinois
$286K -$6.19K -38 -2%
SCA
1685
Stonebridge Capital Advisors
Minnesota
$286K +$23.3K +143 +9%
SIC
1686
Sterling Investment Counsel
New York
$285K -$2.12K -13 -0.7%
RWM
1687
Revisor Wealth Management
Ohio
$285K +$4.23K +27 +2%
BBPWM
1688
Blue Bell Private Wealth Management
Pennsylvania
$285K +$55K +338 +24%
TCM
1689
Telos Capital Management
California
$285K +$5.86K +36 +2%
AP
1690
Appleton Partners
Massachusetts
$284K -$5.7K -35 -2%
TCA
1691
Trifecta Capital Advisors
Illinois
$283K -$32.6K -200 -10%
HDIM
1692
Hanson & Doremus Investment Management
Vermont
$283K -$1.63K -10 -0.6%
KW
1693
KWB Wealth
California
$283K -$12.1K -74 -4%
BWCS
1694
Beirne Wealth Consulting Services
Connecticut
$283K – – –
BCWM
1695
Bartlett & Co Wealth Management
Ohio
$283K +$130K +800 +85%
IA
1696
Inspire Advisors
Idaho
$280K -$11.2K -69 -4%
HG
1697
Harbor Group
New Hampshire
$280K +$3.58K +22 +1%
SWM
1698
Seed Wealth Management
Illinois
$280K – – –
CPCP
1699
Cedar Point Capital Partners
Iowa
$280K +$17.8K +109 +7%
IHWM
1700
Iron Horse Wealth Management
Iowa
$279K +$33.9K +208 +14%
66 67
68
69 70