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 %
AWM
1876
Aspire Wealth Management
Massachusetts
$181K – – –
CMP
1877
Coston McIsaac & Partners
Maine
$176K +$649 +4 +0.4%
CPA
1878
Clear Point Advisors
New York
$172K +$489 +3 +0.3%
BFO
1879
Biltmore Family Office
North Carolina
$169K – – –
AT
1880
Arlington Trust
Alabama
$166K – – –
CYG
1881
Clean Yield Group
Vermont
$165K – – –
EK
1882
Evensky & Katz
Florida
$161K +$17.4K +107 +12%
BA
1883
Ballast Advisors
Minnesota
$160K – – –
OSNBOA
1884
Old Second National Bank of Aurora
Illinois
$157K – – –
CA
1885
Crewe Advisors
Utah
$156K -$23.6K -145 -13%
WAS
1886
Winch Advisory Services
Wisconsin
$152K -$815 -5 -0.5%
LWANC
1887
Laurel Wealth Advisors (North Carolina)
North Carolina
$148K – – –
NBT
1888
Northwest Bank & Trust
Iowa
$147K – – –
TSWM
1889
Tyler-Stone Wealth Management
Ohio
$147K +$15.3K +94 +12%
CHC
1890
City Holding Co
West Virginia
$141K +$3.58K +22 +3%
TAM
1891
Tucker Asset Management
Colorado
$141K +$21.8K +134 +18%
IF
1892
Integrity Financial
Wyoming
$141K -$814 -5 -0.6%
PCM
1893
Perritt Capital Management
Illinois
$137K -$11.9K -73 -8%
SNB
1894
Security National Bank
Nebraska
$134K +$76.5K +470 +134%
PPWM
1895
PFG Private Wealth Management
Florida
$133K -$151K -928 -53%
MPWT
1896
MassMutual Private Wealth & Trust
Connecticut
$132K +$91.4K +561 +227%
PWMG
1897
Private Wealth Management Group
New Jersey
$127K – – –
CMA
1898
Cedar Mountain Advisors
Oregon
$124K – – –
KHC
1899
Koesten Hirschmann & Crabtree
Kansas
$124K +$87.4K +537 +237%
FCAS
1900
First Command Advisory Services
Texas
$122K +$28.6K +229 +30%
74 75
76
77 78