VTV icon

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
29.65%
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
$18.2B
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$356M
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
$737M
5
Mariner
Mariner
Kansas
$635M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$4.71B
2
Betterment LLC
Betterment LLC
New York
$1.06B
3
Goldman Sachs
Goldman Sachs
New York
$662M
4
PCIG
Partners Capital Investment Group
Massachusetts
$201M
5
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
151
Janney Montgomery Scott
Pennsylvania
$52.7M +$221K +1,359 +0.4%
PW
152
Peninsula Wealth
California
$51.5M -$13M -79,982 -20%
SPIA
153
Steward Partners Investment Advisory
New York
$51.3M +$29.5K +181 +0.1%
BEC
154
Blue Edge Capital
Virginia
$49.8M +$1.08M +6,641 +2%
FVWA
155
Foster Victor Wealth Advisors
South Carolina
$49.3M -$738K -4,653 -1%
EWM
156
Empirical Wealth Management
Washington
$49M -$2.98M -18,277 -6%
SI
157
Stephens Inc
Arkansas
$48.9M +$2.2M +13,512 +5%
PCM
158
Penserra Capital Management
California
$48.8M +$48.8M +299,722 New
OFG
159
Oxford Financial Group
Indiana
$48.5M -$1.6M -9,807 -3%
TWP
160
Total Wealth Planning
Ohio
$47.9M -$776K -4,762 -2%
PIFP
161
Partners in Financial Planning
Virginia
$46.4M +$316K +1,938 +0.7%
KPWS
162
Kestra Private Wealth Services
Texas
$45.8M +$1.56M +9,555 +4%
PPW
163
Presilium Private Wealth
Pennsylvania
$45.7M +$1.44M +8,870 +3%
CCM
164
Coldstream Capital Management
Washington
$45.4M -$17M -104,476 -27%
AF
165
Allworth Financial
California
$45.1M +$292K +1,790 +0.7%
Koshinski Asset Management
166
Koshinski Asset Management
Illinois
$45M +$39.6M +242,969 +723%
DWM
167
Dakota Wealth Management
Florida
$44.8M +$34.1M +209,633 +319%
PFA
168
Pathway Financial Advisors
Vermont
$44M +$468K +2,872 +1%
WA
169
Waverly Advisors
Alabama
$43.8M -$2.66M -16,347 -6%
SEIA
170
Signature Estate & Investment Advisors
California
$43.2M -$395K -2,426 -0.9%
SF
171
Summit Financial
New Jersey
$43M -$654K -4,018 -2%
BCIM
172
Bishop & Co Investment Management
Pennsylvania
$42.9M +$20.4M +125,474 +91%
EWA
173
EverSource Wealth Advisors
Alabama
$42.9M +$8.33M +53,226 +24%
CSPIA
174
Cary Street Partners Investment Advisory
Virginia
$42.4M +$12.6M +77,351 +42%
Franklin Resources
175
Franklin Resources
California
$41.9M -$1.2M -7,388 -3%
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