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 %
HNWA
1851
Henrickson Nauta Wealth Advisors
Michigan
$208K -$216K -1,360 -51%
ACP
1852
Aviance Capital Partners
Florida
$208K +$208K +1,275 New
WA
1853
WealthTrust Axiom
Pennsylvania
$207K +$207K +1,274 New
FFB
1854
First Financial Bankshares
Texas
$207K -$110K -674 -35%
MWA
1855
MFA Wealth Advisors
Pennsylvania
$207K +$207K +1,270 New
LNB
1856
Ledyard National Bank
$206K +$206K +1,267 New
DAC
1857
Dividend Assets Capital
South Carolina
$206K – – –
QPWM
1858
Quadrant Private Wealth Management
Pennsylvania
$206K +$206K +1,263 New
BPGAM
1859
BTG Pactual Global Asset Management
Bermuda
$205K +$205K +1,425 New
CCM
1860
Canal Capital Management
Virginia
$205K +$205K +1,258 New
APW
1861
Austin Private Wealth
Texas
$204K +$204K +1,265 New
HC
1862
Hara Capital
Washington
$203K -$16.3K -100 -7%
GFL
1863
Granite FO LLC
New Hampshire
$203K – – –
PWH
1864
Priebe Wealth Holdings
Minnesota
$202K -$81.4K -500 -29%
FCM
1865
Fortis Capital Management
Washington
$202K +$202K +1,241 New
QS
1866
Quantitative Strategies
California
$202K +$202K +1,238 New
BIM
1867
Barton Investment Management
Pennsylvania
$201K +$201K +1,235 New
BWP
1868
BSW Wealth Partners
Colorado
$201K -$52.3K -321 -21%
SP
1869
Stablepoint Partners
Massachusetts
$201K +$201K +1,233 New
RA
1870
Resolute Advisors
California
$198K +$1.14K +7 +0.6%
WFA
1871
West Financial Advisors
Iowa
$194K +$1.14K +7 +0.6%
WIM
1872
Westside Investment Management
California
$190K +$163 +1 +0.1%
BL
1873
BFSG LLC
California
$186K – – –
CT
1874
Cambridge Trust
Massachusetts
$186K -$26.7K -164 -13%
IWP
1875
IAG Wealth Partners
Wisconsin
$185K -$16.3K -100 -8%
73 74
75
76 77