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Vanguard Value ETF
VTV

Overview Fund Activity

2,124 hedge funds and large institutions have $89.4B invested in Vanguard Value ETF in 2024 Q3 according to their latest regulatory filings, with 162 funds opening new positions, 960 increasing their positions, 708 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,124
Holders Change
+80
Holders Change %
+3.91%
% of All Funds
30.72%
Holding in Top 10
374
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+3.31%
% of All Funds
5.41%
New
162
Increased
960
Reduced
708
Closed
57
Calls
$165M
Puts
$46.3M
Net Calls
+$118M
Net Calls Change
-$13.5M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$541M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$205M
3
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$189M
4
JSTA
Japan Science & Technology Agency
Japan
+$138M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$91.2M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
-$466M
2
PC
Permanens Capital
New York
-$267M
3
Goldman Sachs
Goldman Sachs
New York
-$112M
4
SW
Simplicity Wealth
New Jersey
-$98.4M
5
Charles Schwab
Charles Schwab
California
-$96.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
DP
1701
Denver PWM
Colorado
$325K +$3.67K +21 +1%
WBG
1702
Wharton Business Group
Pennsylvania
$324K – – –
MF
1703
Meridian Financial
Massachusetts
$324K +$349 +2 +0.1%
SAM
1704
Satovsky Asset Management
New York
$324K +$27.4K +157 +9%
AP
1705
Appleton Partners
Massachusetts
$322K -$7.85K -45 -2%
HWA
1706
Hilltop Wealth Advisors
North Carolina
$322K -$135K -776 -30%
FFWA
1707
FRG Family Wealth Advisors
Washington
$320K – – –
SIAP
1708
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$316K – – –
CIG
1709
Cascade Investment Group
Colorado
$315K – – –
AWP
1710
Accretive Wealth Partners
New Jersey
$315K – – –
EFA
1711
Edge Financial Advisors
Illinois
$315K +$315K +1,802 New
MWM
1712
MGB Wealth Management
Texas
$314K +$314K +1,800 New
OWA
1713
Opal Wealth Advisors
New York
$314K -$78.6K -450 -20%
WLG
1714
Williamson Legacy Group
Indiana
$312K +$3.49K +20 +1%
AFG
1715
Argent Financial Group
Louisiana
$311K +$311K +1,783 New
CFG
1716
Cooper Financial Group
California
$311K +$4.89K +28 +2%
MWA
1717
Motive Wealth Advisors
Michigan
$308K – – –
NPI
1718
New Perspectives Inc
Mississippi
$307K – – –
WIM
1719
WealthPlan Investment Management
Nebraska
$307K +$307K +1,759 New
FF
1720
Francis Financial
$307K +$307K +1,759 New
DFC
1721
DB Fitzpatrick & Co
Idaho
$306K +$76.6K +439 +33%
APW
1722
Austin Private Wealth
Texas
$306K +$85.4K +489 +39%
AAG
1723
Armstrong Advisory Group
Massachusetts
$305K +$20.6K +118 +7%
SIC
1724
Sterling Investment Counsel
New York
$305K -$1.22K -7 -0.4%
TCA
1725
Trifecta Capital Advisors
Illinois
$304K – – –
67 68
69
70 71