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 %
SIAG
1701
Safeguard Investment Advisory Group
California
$451K +$46.1K +272 +11%
RIL
1702
Rothschild Investment LLC
Illinois
$450K +$8.63K +51 +2%
AWMG
1703
Alliance Wealth Management Group
New Jersey
$450K – – –
WAM
1704
Weatherly Asset Management
California
$449K -$57.7K -341 -11%
CS
1705
Cannell & Spears
New York
$449K – – –
CFG
1706
Cornerstone Financial Group
Nebraska
$449K +$449K +2,650 New
MAM
1707
Milestone Asset Management
Pennsylvania
$449K +$102K +605 +30%
BCP
1708
Blue Chip Partners
Michigan
$448K +$2.54K +15 +0.6%
FFW
1709
Fusion Family Wealth
New York
$447K – – –
NW
1710
Naviter Wealth
Arkansas
$447K -$359K -2,122 -45%
FB
1711
Fulton Bank
Pennsylvania
$446K +$7.96K +47 +2%
SG
1712
Strid Group
Pennsylvania
$444K – – –
OWM
1713
Orgel Wealth Management
Wisconsin
$443K +$443K +2,615 New
GA
1714
Goldstein Advisors
Wisconsin
$442K -$77K -455 -15%
PP
1715
Patten & Patten
Tennessee
$442K +$37.2K +220 +9%
RSA
1716
River Street Advisors
Illinois
$440K -$155K -917 -26%
BWP
1717
Barlow Wealth Partners
Kentucky
$440K – – –
TIM
1718
Total Investment Management
Arizona
$440K +$1.69K +10 +0.4%
WQ
1719
Wealth Quarterback
New Jersey
$440K -$40.1K -237 -8%
MA
1720
MKT Advisors
California
$438K -$4.72K -27 -1%
CFG
1721
Chapman Financial Group
Hawaii
$437K +$437K +2,581 New
LI
1722
LRI Investments
Florida
$435K – – –
LMKC
1723
L.M. Kohn & Company
Ohio
$434K +$11.3K +67 +3%
RDIA
1724
RE Dickinson Investment Advisors
Iowa
$432K – – –
PFGIA
1725
Patriot Financial Group Insurance Agency
Massachusetts
$430K +$4.74K +28 +1%
67 68
69
70 71