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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
$20.7B
2
Jones Financial Companies
Jones Financial Companies
Missouri
$9.08B
3
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$195M
4
JSTA
Japan Science & Technology Agency
Japan
$138M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$823M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
$2.88M
2
PC
Permanens Capital
New York
$127M
3
Goldman Sachs
Goldman Sachs
New York
$583M
4
SW
Simplicity Wealth
New Jersey
$964K
5
Charles Schwab
Charles Schwab
California
$305M
Name Holding Trade Value Shares
Change 		Shares
Change %
BW
151
BIP Wealth
Georgia
$59.8M +$14M +80,286 +31%
CCM
152
Condor Capital Management
New Jersey
$59.4M +$558K +3,197 +0.9%
WANY
153
Wealthspire Advisors (New York)
New York
$59M +$1.19M +6,789 +2%
KPWS
154
Kestra Private Wealth Services
Texas
$56.9M +$6.57M +37,627 +13%
Bank of Nova Scotia
155
Bank of Nova Scotia
Ontario, Canada
$55.3M -$2.07M -11,871 -4%
Fifth Third Bancorp
156
Fifth Third Bancorp
Ohio
$55.1M -$2.59M -14,837 -4%
CSPIA
157
Cary Street Partners Investment Advisory
Virginia
$55M +$4.13M +23,649 +8%
Vanguard Group
158
Vanguard Group
Pennsylvania
$54M +$9.11M +52,170 +20%
BEC
159
Blue Edge Capital
Virginia
$53.6M +$711K +4,075 +1%
FVWA
160
Foster Victor Wealth Advisors
South Carolina
$53.6M -$638K -3,644 -1%
TWP
161
Total Wealth Planning
Ohio
$52.3M +$929K +5,324 +2%
BRWA
162
B. Riley Wealth Advisors
Florida
$52M -$15.5M -89,127 -23%
AF
163
Allworth Financial
California
$52M +$282K +1,613 +0.5%
Janney Montgomery Scott
164
Janney Montgomery Scott
Pennsylvania
$51.5M -$1.62M -9,255 -3%
PPW
165
Presilium Private Wealth
Pennsylvania
$51.4M +$696K +3,988 +1%
NW
166
NewEdge Wealth
Pennsylvania
$50.8M +$6.78M +38,814 +15%
Bessemer Group
167
Bessemer Group
New Jersey
$50.7M +$903K +5,175 +2%
PFA
168
Pathway Financial Advisors
Vermont
$50.6M +$2.7M +15,489 +6%
EWA
169
EverSource Wealth Advisors
Alabama
$50.6M +$2.36M +13,534 +5%
PIFP
170
Partners in Financial Planning
Virginia
$50.6M -$287K -1,645 -0.6%
OFG
171
Oxford Financial Group
Indiana
$50.3M -$1.14M -6,524 -2%
CAM
172
Cresset Asset Management
Illinois
$50.3M +$937K +5,368 +2%
EWM
173
Empirical Wealth Management
Washington
$49.6M -$1.1M -6,322 -2%
GFWA
174
Grey Fox Wealth Advisors
Delaware
$49.3M +$8.11M +46,454 +20%
Koshinski Asset Management
175
Koshinski Asset Management
Illinois
$49.2M +$1.06M +6,088 +2%
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