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 %
BCWM
1801
Bartlett & Co Wealth Management
Ohio
$359K -$12.9K -76 -3%
CAM
1802
Concorde Asset Management
Michigan
$359K – – –
AW
1803
Atlas Wealth
Ohio
$359K +$359K +2,118 New
CGFA
1804
Colton Groome Financial Advisors
North Carolina
$357K -$63.5K -375 -15%
TPI
1805
Trust Point Inc
Wisconsin
$354K +$354K +2,092 New
DWP
1806
Destiny Wealth Partners
Florida
$354K +$70.9K +419 +25%
SCM
1807
Saxony Capital Management
Missouri
$354K -$12.9K -76 -4%
LA
1808
Legacy Advisors
Pennsylvania
$353K – – –
FFA
1809
Fi3 Financial Advisors
Indiana
$353K +$21.5K +127 +6%
SF
1810
Slagle Financial
Illinois
$352K +$846 +5 +0.2%
SAM
1811
S.A. Mason
Michigan
$352K – – –
BBPWM
1812
Blue Bell Private Wealth Management
Pennsylvania
$351K +$12K +71 +4%
TC
1813
Toews Corporation
New Jersey
$351K -$6.77K -40 -2%
CNBT
1814
Canandaigua National Bank & Trust
New York
$351K – – –
FCIM
1815
Fairview Capital Investment Management
California
$351K +$351K +2,072 New
JFA
1816
JNBA Financial Advisors
Minnesota
$351K -$14.7K -87 -4%
CFA
1817
Capstone Financial Advisors
Illinois
$350K +$350K +2,069 New
NAM
1818
NTV Asset Management
West Virginia
$350K +$350K +2,068 New
WG
1819
Wealth Group
North Carolina
$350K +$140K +825 +66%
JWA
1820
JFS Wealth Advisors
Pennsylvania
$350K -$3.88M -22,943 -92%
AC
1821
Applied Capital
Arkansas
$349K -$20.5K -121 -6%
RCM
1822
Riggs Capital Management
Utah
$349K +$349K +2,060 New
SWM
1823
SpringVest Wealth Management
Texas
$348K +$348K +2,058 New
FIBT
1824
First International Bank & Trust
North Dakota
$348K – – –
AGA
1825
Arkos Global Advisors
Texas
$348K -$5.24K -31 -1%
71 72
73
74 75