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 %
MIM
1676
Moseley Investment Management
Florida
$472K -$22.5K -133 -5%
CFAM
1677
Center For Asset Management
Florida
$472K -$14.1K -83 -3%
FG
1678
Fiduciary Group
Georgia
$472K +$6.6K +39 +1%
BRIA
1679
Balanced Rock Investment Advisors
Massachusetts
$472K +$21.3K +126 +5%
TCM
1680
Traynor Capital Management
Pennsylvania
$471K -$253K -1,493 -35%
MWM
1681
Moulton Wealth Management
Washington
$471K +$94.5K +558 +25%
SAM
1682
Summit Asset Management
Tennessee
$470K – – –
IC
1683
Iconiq Capital
California
$469K +$2.71K +16 +0.6%
HFA
1684
Highland Financial Advisors
New Jersey
$468K +$9.66K +57 +2%
BWIA
1685
Bryant Woods Investment Advisors
New York
$467K +$169 +1 +0%
MFS
1686
McNamara Financial Services
Massachusetts
$467K -$25.9K -153 -5%
NAM
1687
NorthCrest Asset Manangement
Minnesota
$465K +$208K +1,229 +81%
PMIM
1688
Prudent Man Investment Management
Colorado
$464K +$464K +2,739 New
TCM
1689
TruNorth Capital Management
Michigan
$463K – – –
FIM
1690
FWL Investment Management
Texas
$462K +$9.99K +59 +2%
GL
1691
Graypoint LLC
New York
$462K +$339 +2 +0.1%
FNBOMD
1692
First National Bank of Mount Dora
Florida
$458K – – –
BPAMU
1693
BTG Pactual Asset Management US
New York
$458K +$458K +3,181 New
SHFA
1694
SC&H Financial Advisors
Maryland
$457K +$1.19K +7 +0.3%
SGI
1695
Summit Global Investments
Utah
$457K -$847 -5 -0.2%
AWM
1696
Ariadne Wealth Management
California
$457K – – –
LWM
1697
Laidlaw Wealth Management
New York
$456K +$168K +995 +59%
FBFS
1698
First Business Financial Services
Wisconsin
$455K – – –
BONH
1699
Bank of New Hampshire
New Hampshire
$452K -$16.1K -95 -3%
PWM
1700
Pines Wealth Management
North Carolina
$451K +$451K +2,687 New
66 67
68
69 70