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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 %
CFP
1701
Catalyst Financial Partners
Massachusetts
$279K +$24K +155 +9%
EB
1702
Emprise Bank
Kansas
$278K +$278K +1,705 New
SFI
1703
SPC Financial Inc
Maryland
$278K +$278K +1,705 New
TW
1704
Transform Wealth
Colorado
$277K +$277K +1,702 New
WA
1705
Wealthstar Advisors
Texas
$277K -$12.9K -79 -4%
WC
1706
Waterloo Capital
Texas
$276K -$219K -1,346 -44%
FWA
1707
FSM Wealth Advisors
Ohio
$275K -$179K -1,102 -39%
MSG
1708
Main Street Group
Virginia
$274K -$16.2K -100 -6%
DPW
1709
DiNuzzo Private Wealth
Pennsylvania
$274K – – –
HCM
1710
HMS Capital Management
Tennessee
$274K -$129K -791 -32%
MCM
1711
Morton Capital Management
California
$273K -$125K -770 -31%
BF
1712
Brooklyn FI
New York
$273K -$24.3K -149 -8%
EM
1713
Excalibur Management
Massachusetts
$271K – – –
MCM
1714
McRae Capital Management
New Jersey
$271K -$73.3K -450 -21%
AA
1715
AlphaQ Advisors
Florida
$270K – – –
WA
1716
WESPAC Advisors
California
$270K -$531K -3,261 -66%
EWM
1717
EPG Wealth Management
Georgia
$270K +$4.56K +28 +2%
BSWA
1718
Bromfield Sneider Wealth Advisors
Massachusetts
$269K – – –
GWA
1719
Geometric Wealth Advisors
District of Columbia
$269K +$13K +80 +5%
AHC
1720
Anderson Hoagland & Co
Missouri
$267K +$267K +1,681 New
BWA
1721
Bordeaux Wealth Advisors
California
$266K -$91K -559 -25%
RA
1722
Rockingstone Advisors
Massachusetts
$266K – – –
MIM
1723
MTM Investment Management
South Carolina
$266K +$137K +844 +107%
SDWMA
1724
Schneider Downs Wealth Management Advisors
Pennsylvania
$265K +$265K +1,626 New
SCA
1725
Sage Capital Advisors
South Dakota
$264K -$21.5K -132 -8%
67 68
69
70 71