VTV icon

Vanguard Value ETF
VTV

Overview Fund Activity

2,045 hedge funds and large institutions have $80.4B invested in Vanguard Value ETF in 2024 Q1 according to their latest regulatory filings, with 156 funds opening new positions, 824 increasing their positions, 807 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,045
Holders Change
+21
Holders Change %
+1.04%
% of All Funds
29.64%
Holding in Top 10
383
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-1.54%
% of All Funds
5.55%
New
156
Increased
824
Reduced
807
Closed
103
Calls
$44.9M
Puts
$7.37M
Net Calls
+$37.5M
Net Calls Change
+$3.67M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$1.41B
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$229M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$149M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$118M
5
Mariner
Mariner
Kansas
+$94.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$4.5B
2
Betterment LLC
Betterment LLC
New York
-$1.01B
3
Goldman Sachs
Goldman Sachs
New York
-$311M
4
PCIG
Partners Capital Investment Group
Massachusetts
-$197M
5
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$131M
Name Holding Trade Value Shares
Change 		Shares
Change %
OA
1801
Operose Advisors
Wisconsin
$228K +$1.14K +7 +0.5%
FTWA
1802
Fifth Third Wealth Advisors
Ohio
$228K -$112K -688 -33%
Belvedere Trading
1803
Belvedere Trading
Illinois
$228K +$228K +1,401 New
MAG
1804
M3 Advisory Group
Massachusetts
$228K +$228K +1,400 New
AO
1805
Advisor OS
Illinois
$228K -$6.84K -42 -3%
OWM
1806
Opes Wealth Management
California
$227K +$227K +1,395 New
FI
1807
Financial Insights
Washington
$226K -$153K -942 -40%
GA
1808
Greenspring Advisors
Maryland
$226K – – –
KLCM
1809
KG&L Capital Management
Louisiana
$225K – – –
SSWM
1810
Smith Salley Wealth Management
North Carolina
$225K +$225K +1,382 New
PP
1811
Pacifica Partners
Canada
$225K – – –
MWP
1812
Meridian Wealth Partners
Pennsylvania
$225K – – –
AFA
1813
American Financial Advisors
Georgia
$224K +$224K +1,374 New
RIA
1814
Realta Investment Advisors
Delaware
$224K +$224K +1,373 New
BCV
1815
Banque Cantonale Vaudoise
Switzerland
$223K +$223K +1,367 New
TP
1816
Tranquility Partners
Tennessee
$222K -$4.89K -30 -2%
CCT
1817
Capital City Trust
Florida
$222K -$32.9K -202 -13%
MAA
1818
Matrix Asset Advisors
New York
$220K -$4.72K -29 -2%
FCM
1819
Family Capital Management
Michigan
$220K – – –
GWM
1820
GDS Wealth Management
Texas
$220K -$48.4K -297 -18%
BIM
1821
Baldwin Investment Management
Pennsylvania
$220K +$220K +1,348 New
CW
1822
Channel Wealth
California
$219K -$24.4K -150 -10%
KA
1823
Kure Advisory
Minnesota
$218K -$926K -5,686 -81%
CCG
1824
Catalina Capital Group
California
$218K -$618K -3,795 -74%
SFS
1825
Solitude Financial Services
Virginia
$217K +$217K +1,330 New
71 72
73
74 75