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Vanguard Value ETF

2,138 hedge funds and large institutions have $89.4B invested in Vanguard Value ETF in 2024 Q3 according to their latest regulatory filings, with 161 funds opening new positions, 967 increasing their positions, 712 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more call options, than puts

Call options by funds: $165M | Put options by funds: $46.3M

182% more first-time investments, than exits

New positions opened: 161 | Existing positions closed: 57

36% more repeat investments, than reductions

Existing positions increased: 967 | Existing positions reduced: 712

11% more capital invested

Capital invested by funds: $80.9B → $89.4B (+$8.55B)

4% more funds holding

Funds holding: 2,0592,138 (+79)

4% more funds holding in top 10

Funds holding in top 10: 364377 (+13)

2.21% more ownership

Funds ownership: 70.34%72.56% (+2.2%)

Holders
2,138
Holders Change
+79
Holders Change %
+3.84%
% of All Funds
30.7%
Holding in Top 10
377
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+3.57%
% of All Funds
5.41%
New
161
Increased
967
Reduced
712
Closed
57
Calls
$165M
Puts
$46.3M
Net Calls
+$118M
Net Calls Change
-$13.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
1876
Solitude Financial Services
Virginia
$232K
SAM
1877
Secure Asset Management
Michigan
$232K +$1.34K +8 +0.6%
CI
1878
Chartist Inc
California
$231K
HFW
1879
Horizon Family Wealth
Illinois
$231K +$222K +1,323 New
W
1880
Wealthquest
Ohio
$231K
FPCG
1881
Forum Private Client Group
Indiana
$230K -$44.5K -266 -17%
FFL
1882
Financial Freedom LLC
Ohio
$230K +$1.84K +11 +0.8%
SCA
1883
St. Clair Advisors
Ohio
$230K
NP
1884
Nilsine Partners
Colorado
$229K
PWA
1885
PCG Wealth Advisors
Kansas
$229K -$16.7K -100 -7%
HNWA
1886
Henrickson Nauta Wealth Advisors
Michigan
$229K -$180K -1,078 -45%
CAAS
1887
Capital Asset Advisory Services
Michigan
$228K +$221K +1,317 New
JFG
1888
JDM Financial Group
Texas
$228K -$16.9K -101 -7%
JSW
1889
Journey Strategic Wealth
New Jersey
$228K +$219K +1,307 New
SMA
1890
Seven Mile Advisory
New Jersey
$228K +$218K +1,305 New
TSMHT
1891
Thurston Springer Miller Herd & Titak
Indiana
$227K +$1K +6 +0.5%
CFP
1892
Cypress Financial Planning
New Jersey
$227K +$167 +1 +0.1%
CC
1893
Chicago Capital
Illinois
$227K +$218K +1,301 New
RA
1894
Rockingstone Advisors
Massachusetts
$227K +$218K +1,301 New
MP
1895
McDonald Partners
Ohio
$227K +$218K +1,300 New
PWW
1896
Pettyjohn Wood & White
Virginia
$226K +$2.01K +12 +0.9%
PTC
1897
Philadelphia Trust Company
Pennsylvania
$226K
WCWM
1898
Willow Creek Wealth Management
California
$225K +$216K +1,290 New
EL
1899
EQ LLC
Washington
$225K
OCM
1900
Orion Capital Management
California
$224K

VTV Hedge Fund Activity: Q3 2024 in Review

2,138 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard Value ETF (VTV) for Q3 2024, worth a combined $89.4B — up 11% from $80.9B a quarter earlier.

Buyers outnumbered sellers: 161 funds opened new VTV positions and 57 closed out — a net gain of 104 holders — while 967 added to existing stakes and 712 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $3.4B. The largest seller was Strategic Financial Concepts, cutting an estimated $447M.

  • 2,138 institutional investors held Vanguard Value ETF (VTV) as of Q3 2024, up from 2,059 in Q2 2024.
  • Funds reported $89.4B of Vanguard Value ETF stock for Q3 2024, up 11% quarter-over-quarter.
  • 161 funds opened new Vanguard Value ETF positions in Q3 2024 and 57 closed out, a net change of +104 holders.
  • The largest Vanguard Value ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $3.4B added.
  • The largest Vanguard Value ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $447M sold.

Based on aggregated 13F filings for Q3 2024.