VTV icon

Vanguard Value ETF
VTV

Overview Fund Activity

2,044 hedge funds and large institutions have $80.8B invested in Vanguard Value ETF in 2024 Q2 according to their latest regulatory filings, with 135 funds opening new positions, 835 increasing their positions, 740 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,044
Holders Change
-1
Holders Change %
-0.05%
% of All Funds
29.73%
Holding in Top 10
362
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-5.48%
% of All Funds
5.27%
New
135
Increased
835
Reduced
740
Closed
105
Calls
$137M
Puts
$5.57M
Net Calls
+$132M
Net Calls Change
+$94.3M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$18.5B
2
AA
Axiom Advisory
California
$543M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$8.18B
4
CA
Clearstead Advisors
Ohio
$101M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$126M

Top Sellers

1
ERFOTCOFW
Employees Retirement Fund of the City of Fort Worth
Texas
$0
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$0
3
TODC
Trustees of Dartmouth College
New Hampshire
$56M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$662M
5
Betterment LLC
Betterment LLC
New York
$958M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
151
Mercer Global Advisors
Colorado
$53M -$2.15M -14,068 -4%
Bank of Nova Scotia
152
Bank of Nova Scotia
Ontario, Canada
$52.7M +$50.8M +316,800 +2,669%
FVWA
153
Foster Victor Wealth Advisors
South Carolina
$51.8M -$204K -1,221 -0.4%
SEIA
154
Signature Estate & Investment Advisors
California
$51.8M +$9.23M +57,561 +22%
SI
155
Stephens Inc
Arkansas
$50.6M +$2.42M +15,105 +5%
TWP
156
Total Wealth Planning
Ohio
$49.2M +$37.3K +223 +0.1%
AF
157
Allworth Financial
California
$48.9M +$3.19M +19,328 +7%
Janney Montgomery Scott
158
Janney Montgomery Scott
Pennsylvania
$48.8M -$3.14M -19,589 -6%
BEC
159
Blue Edge Capital
Virginia
$48.6M -$462K -2,879 -0.9%
PCM
160
Penserra Capital Management
California
$48M -$56.5K -352 -0.1%
OFG
161
Oxford Financial Group
Indiana
$47.3M -$503K -3,135 -1%
PIFP
162
Partners in Financial Planning
Virginia
$46.8M +$1.02M +6,343 +2%
CSPIA
163
Cary Street Partners Investment Advisory
Virginia
$46.7M +$4.99M +31,130 +12%
PPW
164
Presilium Private Wealth
Pennsylvania
$46.6M +$1.56M +9,741 +3%
EWM
165
Empirical Wealth Management
Washington
$46.6M -$1.7M -10,624 -4%
EWA
166
EverSource Wealth Advisors
Alabama
$46.4M +$372K +2,212 +0.8%
KPWS
167
Kestra Private Wealth Services
Texas
$46.3M +$1.13M +7,047 +3%
Bessemer Group
168
Bessemer Group
New Jersey
$45.8M +$5M +31,154 +12%
CAM
169
Cresset Asset Management
Illinois
$45.6M +$7.41M +45,951 +19%
Koshinski Asset Management
170
Koshinski Asset Management
Illinois
$44.2M -$164K -1,021 -0.4%
CCM
171
Coldstream Capital Management
Washington
$44.2M -$569K -3,549 -1%
PFA
172
Pathway Financial Advisors
Vermont
$44M +$741K +4,617 +2%
WA
173
Waverly Advisors
Alabama
$43.1M -$67.9K -423 -0.2%
BW
174
BIP Wealth
Georgia
$42.1M +$3.23M +20,165 +8%
Vanguard Group
175
Vanguard Group
Pennsylvania
$41.3M +$6.16M +38,415 +18%
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