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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 %
NAM
1801
NorthCrest Asset Manangement
Minnesota
$265K +$265K +1,518 New
AAS
1802
Annex Advisory Services
Wisconsin
$265K +$265K +1,518 New
SP
1803
Stonebrook Private
Michigan
$264K -$32.3K -185 -11%
IP
1804
Ignite Planners
California
$264K +$349 +2 +0.1%
HCA
1805
Harbour Capital Advisors
Virginia
$263K – – –
EM
1806
Excalibur Management
Massachusetts
$263K – – –
RAM
1807
Redmond Asset Management
Virginia
$263K – – –
GF
1808
Gimbal Financial
Indiana
$262K +$262K +1,500 New
PGA
1809
Portland Global Advisors
Maine
$262K -$34.2K -196 -12%
PBO
1810
Peoples Bank (Ohio)
Ohio
$260K -$3.32K -19 -1%
MCM
1811
Morton Capital Management
California
$260K – – –
PWMG
1812
Private Wealth Management Group
New Jersey
$260K -$141K -806 -35%
FPGT
1813
Financial Partners Group (Tennessee)
Tennessee
$260K -$1.75K -10 -0.7%
KLCM
1814
KG&L Capital Management
Louisiana
$260K -$3.49K -20 -1%
GWP
1815
Gen-Wealth Partners
Michigan
$260K +$184K +1,062 +242%
WFP
1816
Wrenne Financial Planning
Kentucky
$259K +$16.6K +95 +7%
JA
1817
JVL Associates
Michigan
$259K +$34.6K +198 +15%
TCM
1818
Telos Capital Management
California
$258K -$14K -80 -5%
RMDI
1819
R.M. Davis Inc
Maine
$257K +$257K +1,473 New
CFP
1820
Catalyst Financial Partners
Massachusetts
$257K -$22.3K -128 -8%
ASI
1821
Advisory Services & Investments
Oregon
$256K – – –
UOTTAIMCU
1822
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$256K – – –
APW
1823
Aurora Private Wealth
New Jersey
$256K +$349 +2 +0.1%
SCA
1824
Sage Capital Advisors
South Dakota
$255K -$27.9K -160 -10%
AA
1825
Apriem Advisors
California
$255K -$86.4K -495 -25%
71 72
73
74 75