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 %
CC
1851
Cultivar Capital
Texas
$329K -$143K -845 -30%
HIC
1852
Holderness Investments Company
North Carolina
$329K -$34.9K -206 -10%
WC
1853
Waterloo Capital
Texas
$327K +$98.5K +582 +43%
EFP
1854
EnRich Financial Partners
Wisconsin
$326K -$24.7K -146 -7%
CA
1855
Capital Advantage
California
$325K +$325K +1,922 New
SNBOSCI
1856
Security National Bank of Sioux City Iowa
Iowa
$325K -$2.54K -15 -0.8%
RP
1857
Rowlandmiller & Partners
Georgia
$324K +$1.19K +7 +0.4%
FFG
1858
Fortress Financial Group
Minnesota
$323K +$323K +1,909 New
WTC
1859
WhitTier Trust Company
Nevada
$323K – – –
VCAM
1860
Van Cleef Asset Management
Ohio
$322K – – –
TAM
1861
TCP Asset Management
Ohio
$321K – – –
MYIA
1862
Mount Yale Investment Advisors
Colorado
$321K -$84.3K -498 -21%
BSB
1863
Bangor Savings Bank
Maine
$320K +$508 +3 +0.2%
AGWCA
1864
Annis Gardner Whiting Capital Advisors
Florida
$320K -$508 -3 -0.2%
WF
1865
Wayfinding Financial
Washington
$318K +$318K +1,883 New
MFG
1866
Mosaic Financial Group
Illinois
$317K – – –
LKWM
1867
Lee-Kelleher Wealth Management
Maryland
$315K +$315K +1,862 New
WBG
1868
Wharton Business Group
Pennsylvania
$315K – – –
AIP
1869
Ameritas Investment Partners
Nebraska
$315K -$5.76K -34 -2%
CCG
1870
Catalina Capital Group
California
$314K -$12.9K -76 -4%
NWMG
1871
National Wealth Management Group
Ohio
$314K -$10.2K -60 -3%
NRG
1872
Nemes Rush Group
Michigan
$313K +$266K +1,569 +564%
AWM
1873
Abound Wealth Management
Tennessee
$311K +$37.4K +221 +14%
FFWA
1874
FRG Family Wealth Advisors
Washington
$311K – – –
DFC
1875
DB Fitzpatrick & Co
Idaho
$311K +$14.1K +83 +5%
73 74
75
76 77