VTV icon

Vanguard Value ETF
VTV

Overview Fund Activity

2,337 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, 701 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,337
Holders Change
+213
Holders Change %
+10.03%
% 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
701
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
$48.5B
2
Bank of America
Bank of America
North Carolina
$20.4B
3
Morgan Stanley
Morgan Stanley
New York
$5.23B
4
Jones Financial Companies
Jones Financial Companies
Missouri
$9.12B
5
LNC
Lincoln National Corp
Pennsylvania
$239M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
$2.12M
2
PCIG
Partners Capital Investment Group
Massachusetts
$136M
3
Jane Street
Jane Street
New York
$6.92M
4
JSTA
Japan Science & Technology Agency
Japan
$60.5M
5
Betterment LLC
Betterment LLC
New York
$922M
Name Holding Trade Value Shares
Change 		Shares
Change %
WANY
151
Wealthspire Advisors (New York)
New York
$57.4M +$181K +1,069 +0.3%
AF
152
Allworth Financial
California
$57.4M +$5.01M +28,475 +10%
S
153
SignatureFD
Georgia
$57.2M -$1.86M -10,961 -3%
CAM
154
Clark Asset Management
New Hampshire
$55M +$7.76M +45,815 +16%
EWA
155
EverSource Wealth Advisors
Alabama
$54.2M +$5.09M +30,037 +10%
Bank of Nova Scotia
156
Bank of Nova Scotia
Ontario, Canada
$52.8M -$813K -4,800 -2%
FVWA
157
Foster Victor Wealth Advisors
South Carolina
$52.5M -$976K -5,586 -2%
Fifth Third Bancorp
158
Fifth Third Bancorp
Ohio
$52.4M -$1.02M -6,019 -2%
BEC
159
Blue Edge Capital
Virginia
$51.9M -$79.7K -471 -0.2%
Janney Montgomery Scott
160
Janney Montgomery Scott
Pennsylvania
$51.1M +$1.22M +7,203 +2%
PPW
161
Presilium Private Wealth
Pennsylvania
$51.1M +$1.22M +7,207 +2%
TWP
162
Total Wealth Planning
Ohio
$50.6M -$124K -731 -0.2%
PIFP
163
Partners in Financial Planning
Virginia
$49.9M +$792K +4,679 +2%
PFA
164
Pathway Financial Advisors
Vermont
$49.5M +$391K +2,310 +0.8%
GFWA
165
Grey Fox Wealth Advisors
Delaware
$48.7M +$938K +5,542 +2%
P
166
&Partners
Tennessee
$48.4M +$27.7M +162,430 +134%
CCM
167
Coldstream Capital Management
Washington
$48.3M +$2.38M +14,062 +5%
EWM
168
Empirical Wealth Management
Washington
$48.2M +$72.8K +430 +0.2%
NW
169
NewEdge Wealth
Pennsylvania
$47.9M -$1.36M -8,062 -3%
OFP
170
OLIO Financial Planning
Virginia
$47.8M +$18M +106,504 +61%
Bessemer Group
171
Bessemer Group
New Jersey
$47.5M -$1.72M -10,182 -4%
OFG
172
Oxford Financial Group
Indiana
$47.2M -$1.56M -9,231 -3%
AAP
173
Arax Advisory Partners
Colorado
$46.8M +$8.69M +51,331 +23%
M&T Bank
174
M&T Bank
New York
$46.7M +$2.74M +16,199 +6%
TNBTD
175
Trustmark National Bank Trust Department
Mississippi
$45.7M +$3.14M +18,540 +7%
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