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
5.26%
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
+$547M
2
AA
Axiom Advisory
California
+$535M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$298M
4
CA
Clearstead Advisors
Ohio
+$95.8M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$86.6M

Top Sellers

1
ERFOTCOFW
Employees Retirement Fund of the City of Fort Worth
Texas
-$151M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$149M
3
TODC
Trustees of Dartmouth College
New Hampshire
-$120M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$91.5M
5
Betterment LLC
Betterment LLC
New York
-$84.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAG
1726
Armstrong Advisory Group
Massachusetts
$261K -$159K -992 -38%
SCA
1727
Sage Capital Advisors
South Dakota
$260K – – –
UL
1728
Unionview LLC
Washington
$260K – – –
TW
1729
Transform Wealth
Colorado
$260K -$14.9K -92 -5%
WMWM
1730
Whitaker-Myers Wealth Managers
Ohio
$260K -$282K -1,761 -52%
WT
1731
Whittier Trust
California
$260K – – –
LFS
1732
Legacy Financial Strategies
Kansas
$259K +$25K +156 +11%
FFP
1733
FourThought Financial Partners
Florida
$258K +$29.5K +184 +13%
WWP
1734
Walden Wealth Partners
Ohio
$257K – – –
CFP
1735
Catalyst Financial Partners
Massachusetts
$257K -$32.6K -203 -11%
SRSA
1736
S.R. Schill & Associates
Washington
$257K – – –
HA
1737
Harfst & Associates
Wyoming
$257K – – –
RBC
1738
Romano Brothers & Co
Illinois
$256K – – –
EWM
1739
EPG Wealth Management
Georgia
$254K -$270K -1,656 Closed
PIM
1740
Pullen Investment Management
Florida
$254K – – –
FPCG
1741
Forum Private Client Group
Indiana
$254K +$42.7K +266 +20%
PWMAG
1742
Pinnacle Wealth Management Advisory Group
New Jersey
$254K +$24.5K +153 +11%
WFA
1743
West Financial Advisors
Iowa
$253K +$62.2K +388 +33%
AWM
1744
Abound Wealth Management
Tennessee
$252K -$36.7K -229 -13%
GWSA
1745
Global Wealth Strategies & Associates
Colorado
$252K – – –
WG
1746
Welch Group
Alabama
$252K – – –
AIP
1747
Ameritas Investment Partners
Nebraska
$251K +$1.6K +10 +0.6%
TCM
1748
Telos Capital Management
California
$250K -$30.5K -190 -11%
DCM
1749
Dimension Capital Management
Florida
$249K – – –
TWC
1750
TD Waterhouse Canada
Ontario, Canada
$248K -$148K -925 -37%
68 69
70
71 72