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 %
BAWC
1876
Boyce & Associates Wealth Consulting
Texas
$310K -$18.8K -111 -6%
MWA
1877
Motive Wealth Advisors
Michigan
$310K -$15.9K -94 -5%
DP
1878
Denver PWM
Colorado
$310K -$5.59K -33 -2%
VPF
1879
Vantage Point Financial
Illinois
$308K +$308K +1,820 New
FTWA
1880
Fifth Third Wealth Advisors
Ohio
$308K +$36.9K +218 +14%
CWM
1881
Collaborative Wealth Management
Florida
$307K -$11.9K -70 -4%
EFA
1882
Edge Financial Advisors
Illinois
$306K +$1.35K +8 +0.4%
SIAP
1883
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$306K – – –
VCM
1884
Versant Capital Management
Arizona
$306K -$25.4K -150 -8%
DWA
1885
Delap Wealth Advisory
Oregon
$306K +$306K +1,806 New
CIG
1886
Cascade Investment Group
Colorado
$306K – – –
AWP
1887
Accretive Wealth Partners
New Jersey
$305K – – –
CI
1888
Ceera Investments
Texas
$305K +$30.5K +180 +11%
KW
1889
KWB Wealth
California
$304K +$1.05K +6 +0.3%
LJAC
1890
L.J. Altfest & Co
New York
$303K -$12.9K -76 -4%
NFSG
1891
Newbridge Financial Services Group
Florida
$302K +$302K +1,784 New
HT
1892
Heritage Trust
Oklahoma
$302K +$302K +1,783 New
LCM
1893
Logan Capital Management
Pennsylvania
$299K +$299K +1,769 New
AIA
1894
Allied Investment Advisors
Montana
$299K +$299K +1,768 New
DA
1895
Drake & Associates
Wisconsin
$299K +$63.1K +358 +27%
CWM
1896
Centurion Wealth Management
Virginia
$298K +$3.73K +22 +1%
NPI
1897
New Perspectives Inc
Mississippi
$298K – – –
WIM
1898
WealthPlan Investment Management
Nebraska
$298K – – –
BIA
1899
Bigelow Investment Advisors
Maine
$297K +$297K +1,757 New
CFG
1900
Cooper Financial Group
California
$297K -$4.74K -28 -2%
74 75
76
77 78