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
29.64%
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
+$1.41B
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$229M
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
+$118M
5
Mariner
Mariner
Kansas
+$94.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$4.5B
2
Betterment LLC
Betterment LLC
New York
-$1.01B
3
Goldman Sachs
Goldman Sachs
New York
-$311M
4
PCIG
Partners Capital Investment Group
Massachusetts
-$197M
5
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$131M
Name Holding Trade Value Shares
Change 		Shares
Change %
UL
1726
Unionview LLC
Washington
$264K +$264K +1,621 New
RGF
1727
Retirement Guys Formula
Ohio
$264K +$264K +1,620 New
WT
1728
Whittier Trust
California
$264K +$651 +4 +0.2%
WWP
1729
WR Wealth Planners
Missouri
$262K -$3.26K -20 -1%
OWM
1730
OneAscent Wealth Management
Alabama
$261K +$261K +1,606 New
JWM
1731
JPL Wealth Management
Colorado
$261K -$16.8K -103 -6%
AQR Capital Management
1732
AQR Capital Management
Connecticut
$261K -$201K -1,233 -44%
SRSA
1733
S.R. Schill & Associates
Washington
$261K -$7.82K -48 -3%
HA
1734
Harfst & Associates
Wyoming
$261K – – –
RBC
1735
Romano Brothers & Co
Illinois
$260K – – –
HCM
1736
Highlander Capital Management
New Jersey
$259K -$19.5K -120 -7%
SIC
1737
Shoker Investment Counsel
Ohio
$259K +$487 +3 +0.2%
RPCONE
1738
Retirement Planning Company of New England
Rhode Island
$259K +$163 +1 +0.1%
AFAS
1739
Acorn Financial Advisory Services
Virginia
$258K -$1.91M -11,708 -88%
PIM
1740
Pullen Investment Management
Florida
$258K +$258K +1,583 New
PWA
1741
Physician Wealth Advisors
Utah
$257K +$16.1K +104 +7%
WWP
1742
Walden Wealth Partners
Ohio
$256K – – –
GWSA
1743
Global Wealth Strategies & Associates
Colorado
$256K +$11.1K +68 +5%
WG
1744
Welch Group
Alabama
$255K +$255K +1,568 New
CSIA
1745
Charles Schwab Investment Advisory
California
$255K -$231K -1,418 -47%
NCM
1746
Novare Capital Management
North Carolina
$255K -$2.59M -15,900 -91%
GWANC
1747
Guardian Wealth Advisors (North Carolina)
North Carolina
$255K -$232K -1,425 -48%
Kayne Anderson Rudnick Investment Management
1748
Kayne Anderson Rudnick Investment Management
California
$253K +$8.64K +53 +4%
CI
1749
Cambiar Investors
Colorado
$253K -$624K -3,834 -71%
AIP
1750
Ameritas Investment Partners
Nebraska
$253K -$9.94K -61 -4%
68 69
70
71 72