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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 %
HWMC
1776
Heritage Wealth Management (California)
California
$237K -$72K -449 -23%
SAM
1777
Silvercrest Asset Management
New York
$237K – – –
ASI
1778
Advisory Services & Investments
Oregon
$236K – – –
TNA
1779
True North Advisors
Texas
$236K – – –
UOTTAIMCU
1780
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$235K +$235K +1,467 New
RLIM
1781
Red Lighthouse Investment Management
New York
$235K -$8.98K -56 -4%
APW
1782
Aurora Private Wealth
New Jersey
$235K – – –
TC
1783
Truvestments Capital
Florida
$235K +$4.81K +30 +2%
WWP
1784
WR Wealth Planners
Missouri
$234K -$23.7K -148 -9%
LF
1785
Lantz Financial
Illinois
$232K – – –
EFN
1786
Equita Financial Network
Pennsylvania
$232K +$232K +1,446 New
SSC
1787
Syverson Strege & Co
Iowa
$231K – – –
AAS
1788
Asset Allocation Strategies
Michigan
$231K +$231K +1,440 New
NCM
1789
Novare Capital Management
North Carolina
$231K -$20.1K -125 -8%
MSWM
1790
McGlone Suttner Wealth Management
Wisconsin
$230K – – –
AWP
1791
Avid Wealth Partners
Texas
$230K +$230K +1,436 New
SCA
1792
Stonebridge Capital Advisors
Minnesota
$229K -$52.5K -327 -19%
TD Asset Management
1793
TD Asset Management
Ontario, Canada
$229K – – –
BPAMU
1794
BTG Pactual Asset Management US
New York
$229K +$229K +1,425 New
FWA
1795
FSM Wealth Advisors
Ohio
$228K -$43K -268 -16%
ACP
1796
Aviance Capital Partners
Florida
$228K +$23.4K +146 +11%
OA
1797
Operose Advisors
Wisconsin
$228K +$3.05K +19 +1%
FIM
1798
Fernwood Investment Management
Massachusetts
$227K – – –
PWA
1799
PCG Wealth Advisors
Kansas
$226K -$13.6K -85 -6%
JFG
1800
JDM Financial Group
Texas
$226K – – –
70 71
72
73 74