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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 %
CIG
1676
Cascade Investment Group
Colorado
$290K +$2.09K +13 +0.7%
EBT
1677
Enterprise Bank & Trust
Massachusetts
$290K -$22.3K -139 -7%
AWP
1678
Accretive Wealth Partners
New Jersey
$289K -$11.2K -70 -4%
CWM
1679
Collaborative Wealth Management
Florida
$289K -$124K -774 -30%
BWM
1680
Buska Wealth Management
Wisconsin
$288K +$288K +1,794 New
BSB
1681
Bangor Savings Bank
Maine
$286K +$49.2K +307 +21%
FDCP
1682
Foster Dykema Cabot & Partners
Massachusetts
$285K -$37.8K -234 -12%
JCIA
1683
Jackson Creek Investment Advisors
Colorado
$285K -$31.5K -196 -10%
WTC
1684
WhitTier Trust Company
Nevada
$285K – – –
BFWA
1685
Benchmark Financial Wealth Advisors
Florida
$284K – – –
CPCP
1686
Cedar Point Capital Partners
Iowa
$284K +$8.82K +55 +3%
WLG
1687
Williamson Legacy Group
Indiana
$283K +$283K +1,767 New
KW
1688
KWB Wealth
California
$283K – – –
NPI
1689
New Perspectives Inc
Mississippi
$282K – – –
SWM
1690
Silverlake Wealth Management
Vermont
$282K – – –
SIC
1691
Sterling Investment Counsel
New York
$281K – – –
CFG
1692
Cooper Financial Group
California
$281K -$5.77K -36 -2%
BWCS
1693
Beirne Wealth Consulting Services
Connecticut
$280K – – –
FCP
1694
Fidelis Capital Partners
Florida
$280K -$9.46K -59 -3%
BWP
1695
Baldwin Wealth Partners
Massachusetts
$280K -$34.2K -213 -11%
TFF
1696
The Family Firm
Maryland
$280K +$280K +1,743 New
TCA
1697
Trifecta Capital Advisors
Illinois
$279K – – –
PWA
1698
Physician Wealth Advisors
Utah
$279K +$1.17K +7 +0.4%
HDIM
1699
Hanson & Doremus Investment Management
Vermont
$279K – – –
HG
1700
Harbor Group
New Hampshire
$279K +$2.89K +18 +1%
66 67
68
69 70