VTV icon

Vanguard Value ETF
VTV

Overview Fund Activity

2,338 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, 702 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,338
Holders Change
+214
Holders Change %
+10.08%
% 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
702
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
+$830M
2
Bank of America
Bank of America
North Carolina
+$331M
3
Morgan Stanley
Morgan Stanley
New York
+$308M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$283M
5
LNC
Lincoln National Corp
Pennsylvania
+$239M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$3.43B
2
PCIG
Partners Capital Investment Group
Massachusetts
-$91.8M
3
Jane Street
Jane Street
New York
-$77.1M
4
JSTA
Japan Science & Technology Agency
Japan
-$73.7M
5
Betterment LLC
Betterment LLC
New York
-$57.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWCA
1751
J.W. Coons Advisors
Ohio
$404K +$17.3K +102 +4%
QFPS
1752
Quantum Financial Planning Services
Washington
$403K +$403K +2,382 New
SWM
1753
Sterling Wealth Management
Illinois
$401K -$508 -3 -0.1%
GPW
1754
Genesis Private Wealth
Virginia
$401K +$401K +2,368 New
CFP
1755
Catalyst Financial Partners
Massachusetts
$401K +$151K +894 +61%
OC
1756
Oakworth Capital
Alabama
$399K – – –
CMMS
1757
Comprehensive Money Management Services
Florida
$399K +$399K +2,355 New
SAM
1758
Seelaus Asset Management
New Jersey
$398K +$5.08K +30 +1%
APW
1759
Austin Private Wealth
Texas
$398K +$101K +599 +34%
A
1760
Allianz
Germany
$398K – – –
NQWM
1761
Northwest Quadrant Wealth Management
Oregon
$397K +$397K +2,343 New
SC
1762
Schoolcraft Capital
Colorado
$396K -$243K -1,433 -38%
C1AG
1763
Client 1st Advisory Group
Florida
$392K +$392K +2,318 New
PWA
1764
Physician Wealth Advisors
Utah
$392K +$124K +730 +46%
MAV
1765
Mason & Associates (Virginia)
Virginia
$391K -$78.7K -465 -17%
SFG
1766
Synergy Financial Group
California
$390K +$390K +2,306 New
DFG
1767
Dynamic Financial Group
Iowa
$390K +$390K +2,301 New
NA
1768
Novus Advisors
South Carolina
$389K +$389K +2,296 New
SW
1769
Solidarity Wealth
Utah
$388K – – –
GM
1770
GeoWealth Management
Illinois
$388K +$112K +660 +40%
MWP
1771
Meridian Wealth Partners
Pennsylvania
$387K +$105K +622 +37%
HP
1772
Haven Private
Florida
$386K +$386K +2,280 New
LW
1773
Lauer Wealth
Indiana
$385K – – –
OWM
1774
OneAscent Wealth Management
Alabama
$385K +$43.4K +256 +13%
RSWA
1775
Robinson Smith Wealth Advisors
Maine
$385K -$21.3K -126 -5%
69 70
71
72 73