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 %
IWP
1776
Innova Wealth Partners
Pennsylvania
$384K +$384K +2,269 New
GWM
1777
GDS Wealth Management
Texas
$384K +$119K +704 +45%
CFSG
1778
Community Financial Services Group
Vermont
$383K – – –
HWM
1779
Horizon Wealth Management
Illinois
$383K +$383K +2,260 New
SIS
1780
Sound Income Strategies
Florida
$382K +$28.1K +166 +8%
TWG
1781
The Wealth Group
Minnesota
$380K -$22.7K -134 -6%
MWP
1782
Madison Wealth Partners
Wisconsin
$380K – – –
WP
1783
WealthPLAN Partners
Nebraska
$378K +$162K +958 +75%
CKAIS
1784
Christensen King & Associates Investment Services
Washington
$378K +$171 +1 +0%
MFS
1785
Miller Financial Services
Michigan
$378K +$378K +2,231 New
TF
1786
Trek Financial
Arizona
$377K -$9.31K -55 -2%
GSB
1787
Greenfield Savings Bank
Massachusetts
$376K -$2.54K -15 -0.7%
AFG
1788
ABLE Financial Group
Arizona
$375K -$77.7K -459 -17%
MLFP
1789
MPS Loria Financial Planners
Illinois
$372K +$2.2K +13 +0.6%
CA
1790
Claro Advisors
Massachusetts
$371K -$55.5K -328 -13%
AWAG
1791
ARS Wealth Advisors Group
Florida
$371K +$508 +3 +0.1%
C
1792
Croban
Ohio
$370K +$370K +2,187 New
A
1793
Argentarii
Ohio
$370K +$370K +2,184 New
ASG
1794
Ariston Services Group
California
$368K +$368K +2,176 New
VP
1795
Verisail Partners
Georgia
$365K +$365K +2,153 New
FNB
1796
Farmers National Bank
Kentucky
$361K +$361K +2,134 New
PNAA
1797
Pictet North America Advisors
Switzerland
$361K – – –
MWC
1798
MKD Wealth Coaches
Michigan
$361K +$361K +2,131 New
HC
1799
Hara Capital
Washington
$361K +$230K +1,359 +176%
BRWM
1800
Blue Rock Wealth Management
North Carolina
$359K +$359K +2,123 New
70 71
72
73 74