VTV icon

Vanguard Value ETF
VTV

Overview Fund Activity

2,124 hedge funds and large institutions have $89.4B invested in Vanguard Value ETF in 2024 Q3 according to their latest regulatory filings, with 162 funds opening new positions, 960 increasing their positions, 708 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,124
Holders Change
+80
Holders Change %
+3.91%
% of All Funds
30.72%
Holding in Top 10
374
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+3.31%
% of All Funds
5.41%
New
162
Increased
960
Reduced
708
Closed
57
Calls
$165M
Puts
$46.3M
Net Calls
+$118M
Net Calls Change
-$13.5M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$541M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$205M
3
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$189M
4
JSTA
Japan Science & Technology Agency
Japan
+$138M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$91.2M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
-$466M
2
PC
Permanens Capital
New York
-$267M
3
Goldman Sachs
Goldman Sachs
New York
-$112M
4
SW
Simplicity Wealth
New Jersey
-$98.4M
5
Charles Schwab
Charles Schwab
California
-$96.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAAS
1876
Capital Asset Advisory Services
Michigan
$228K +$228K +1,317 New
JFG
1877
JDM Financial Group
Texas
$228K -$17.6K -101 -7%
JSW
1878
Journey Strategic Wealth
New Jersey
$228K +$228K +1,307 New
SMA
1879
Seven Mile Advisory
New Jersey
$228K +$228K +1,305 New
TSMHT
1880
Thurston Springer Miller Herd & Titak
Indiana
$227K +$1.05K +6 +0.5%
CFP
1881
Cypress Financial Planning
New Jersey
$227K +$175 +1 +0.1%
CC
1882
Chicago Capital
Illinois
$227K +$227K +1,301 New
RA
1883
Rockingstone Advisors
Massachusetts
$227K +$227K +1,301 New
MP
1884
McDonald Partners
Ohio
$227K +$227K +1,300 New
PWW
1885
Pettyjohn Wood & White
Virginia
$226K +$2.1K +12 +0.9%
PTC
1886
Philadelphia Trust Company
Pennsylvania
$226K – – –
WCWM
1887
Willow Creek Wealth Management
California
$225K +$225K +1,290 New
EL
1888
EQ LLC
Washington
$225K – – –
OCM
1889
Orion Capital Management
California
$224K – – –
GI
1890
Gradient Investments
Minnesota
$224K -$320K -1,831 -59%
RLIM
1891
Red Lighthouse Investment Management
New York
$224K -$31.6K -181 -12%
JEST
1892
JTC Employer Solutions Trustee
Jersey
$224K – – –
WP
1893
WealthPLAN Partners
Nebraska
$223K -$206K -1,182 -48%
STA
1894
Smith Thornton Advisors
Alabama
$223K – – –
CICC
1895
Capital Investment Counsel (Colorado)
Colorado
$223K -$197K -1,128 -47%
WA
1896
WealthTrust Axiom
Pennsylvania
$222K – – –
LNB
1897
Ledyard National Bank
$221K – – –
EB
1898
Eastern Bank
Massachusetts
$221K +$221K +1,267 New
CW
1899
Channel Wealth
California
$221K -$11K -63 -5%
FIB
1900
First Interstate Bank
Montana
$219K +$219K +1,257 New
74 75
76
77 78