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 %
NGA
1826
Naples Global Advisors
Florida
$216K -$52.9K -325 -20%
W
1827
Wealthquest
Ohio
$216K -$14.3K -88 -6%
CI
1828
Chartist Inc
California
$215K +$215K +1,323 New
ISWM
1829
Independent Solutions Wealth Management
New York
$215K +$215K +1,320 New
FFL
1830
Financial Freedom LLC
Ohio
$215K -$2.12K -13 -1%
FPCG
1831
Forum Private Client Group
Indiana
$214K -$7.82K -48 -4%
SCA
1832
St. Clair Advisors
Ohio
$214K +$214K +1,316 New
SAG
1833
Spotlight Asset Group
Illinois
$214K -$1.79K -11 -0.8%
NP
1834
Nilsine Partners
Colorado
$214K +$214K +1,313 New
WAM
1835
WFA Asset Management
Wisconsin
$214K +$651 +4 +0.3%
PFG
1836
Peterson Financial Group
Iowa
$213K +$213K +1,307 New
RB
1837
Rodgers Brothers
Pennsylvania
$212K +$212K +1,304 New
REMPR
1838
Roof Eidam Maycock Peralta (REMP)
California
$212K +$212K +1,300 New
CFP
1839
Cypress Financial Planning
New Jersey
$212K +$212K +1,300 New
ACIM
1840
Azimuth Capital Investment Management
Michigan
$212K +$212K +1,300 New
CA
1841
Claris Advisors
Missouri
$212K -$28K -172 -12%
EL
1842
EQ LLC
Washington
$210K +$210K +1,287 New
BWP
1843
Barlow Wealth Partners
Kentucky
$210K – – –
OCM
1844
Orion Capital Management
California
$209K – – –
ACGA
1845
Atlanta Consulting Group Advisors
Georgia
$209K +$209K +1,286 New
PWW
1846
Pettyjohn Wood & White
Virginia
$209K -$13.2K -81 -6%
JA
1847
JVL Associates
Michigan
$209K +$209K +1,284 New
MA
1848
Mezzasalma Advisors
New Jersey
$209K -$111K -683 -35%
JEST
1849
JTC Employer Solutions Trustee
Jersey
$208K – – –
AMG
1850
Advisors Management Group
Wisconsin
$208K +$208K +1,278 New
72 73
74
75 76