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 %
Kayne Anderson Rudnick Investment Management
1826
Kayne Anderson Rudnick Investment Management
California
$347K +$4.4K +26 +1%
IWN
1827
Independent Wealth Network
Iowa
$347K +$5.76K +34 +2%
MMCM
1828
Murphy & Mullick Capital Management
New York
$346K +$346K +2,046 New
SWA
1829
Strata Wealth Advisors
Texas
$344K +$7.62K +45 +2%
HBW
1830
Hazlett, Burt & Watson
West Virginia
$343K -$4.07K -24 -1%
FSA
1831
Franklin Street Advisors
North Carolina
$343K – – –
GC
1832
Guidance Capital
Kentucky
$343K -$15.4K -87 -4%
CWG
1833
Crown Wealth Group
North Carolina
$342K -$4.14M -24,444 -92%
RF
1834
RHS Financial
California
$340K – – –
CA
1835
Carson Advisory
Georgia
$340K -$83K -490 -20%
MA
1836
MJP Associates
Connecticut
$340K +$129K +760 +61%
CIA
1837
Cladis Investment Advisory
Montana
$339K – – –
RW
1838
RVW Wealth
California
$338K -$13.9K -82 -4%
OWA
1839
ORBA Wealth Advisors
Illinois
$337K +$4.06K +24 +1%
AFAS
1840
Acorn Financial Advisory Services
Virginia
$336K +$339 +2 +0.1%
TFP
1841
Traction Financial Partners
Wyoming
$334K – – –
HP
1842
HT Partners
Connecticut
$333K – – –
SIC
1843
Samalin Investment Counsel
New York
$332K +$508 +3 +0.2%
FDDB
1844
Fidelity D&D Bancorp
Pennsylvania
$331K +$3.89K +23 +1%
GPWA
1845
Great Point Wealth Advisors
Massachusetts
$331K +$331K +1,955 New
TWA
1846
Trace Wealth Advisors
California
$330K +$330K +1,950 New
TA
1847
Tectonic Advisors
Texas
$330K +$330K +1,950 New
MCC
1848
Maiden Cove Capital
Maine
$330K -$7.96K -47 -2%
MWM
1849
Marion Wealth Management
Pennsylvania
$330K – – –
SCA
1850
Stuart Chaussee & Associates
California
$329K +$71.1K +420 +28%
72 73
74
75 76