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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
+$541M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$205M
3
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$189M
4
JSTA
Japan Science & Technology Agency
Japan
+$138M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$91.2M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
-$466M
2
PC
Permanens Capital
New York
-$267M
3
Goldman Sachs
Goldman Sachs
New York
-$112M
4
SW
Simplicity Wealth
New Jersey
-$98.4M
5
Charles Schwab
Charles Schwab
California
-$96.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BF
1751
Brooklyn FI
New York
$287K -$10.8K -62 -4%
AP
1752
Adero Partners
California
$286K +$286K +1,637 New
UL
1753
Unionview LLC
Washington
$285K +$2.1K +12 +0.7%
GM
1754
GeoWealth Management
Illinois
$285K -$59.4K -340 -17%
WT
1755
Whittier Trust
California
$284K +$1.05K +6 +0.4%
VPIM
1756
Vanguard Personalized Indexing Management
California
$283K -$95.1K -545 -25%
PFG
1757
Peterson Financial Group
Iowa
$283K +$54.7K +313 +24%
CI
1758
Ceera Investments
Texas
$283K +$17.5K +100 +7%
SYBT
1759
Stock Yards Bank & Trust
Kentucky
$282K -$51.8K -297 -16%
AWM
1760
Abound Wealth Management
Tennessee
$282K +$7.33K +42 +3%
FFP
1761
FourThought Financial Partners
Florida
$281K +$175 +1 +0.1%
IHWM
1762
Iron Horse Wealth Management
Iowa
$281K -$6.11K -35 -2%
GAM
1763
GEM Asset Management
Michigan
$281K +$18K +104 +7%
FTWA
1764
Fifth Third Wealth Advisors
Ohio
$279K -$650K -3,726 -70%
HA
1765
Harfst & Associates
Wyoming
$279K – – –
SRSA
1766
S.R. Schill & Associates
Washington
$279K – – –
BWM
1767
BigSur Wealth Management
Florida
$279K +$227K +1,300 +433%
EWM
1768
EPG Wealth Management
Georgia
$279K +$279K +1,600 New
PWA
1769
Physician Wealth Advisors
Utah
$279K -$15K -85 -5%
KW
1770
KWB Wealth
California
$279K – – –
CLA
1771
Carnegie Lake Advisors
New Jersey
$278K +$278K +1,593 New
VWM
1772
Venturi Wealth Management
Texas
$278K -$93.2K -534 -25%
EA
1773
Ellsworth Advisors
Ohio
$278K +$278K +1,591 New
O3W
1774
Omni 360 Wealth
New Jersey
$277K +$9.08K +52 +3%
WFA
1775
West Financial Advisors
Iowa
$276K +$698 +4 +0.3%
69 70
71
72 73