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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 %
FFWM
1901
Future Financial Wealth Management
Ohio
$121K -$3.52M -21,632 -97%
TH
1902
TCTC Holdings
Texas
$119K +$13.4K +82 +13%
CI
1903
Cordant Inc
Oregon
$115K -$72.5K -445 -39%
AWM
1904
Aberdeen Wealth Management
Illinois
$114K +$114K +700 New
CICI
1905
Capital Investment Counsel Inc
North Carolina
$107K – – –
MSFP
1906
Mark Sheptoff Financial Planning
Connecticut
$107K – – –
PWM
1907
Provident Wealth Management
Tennessee
$104K – – –
HFS
1908
Hantz Financial Services
Michigan
$104K +$104K +636 New
SIS
1909
Sound Income Strategies
Florida
$99.3K -$67.7K -416 -41%
S
1910
Sachetta
Massachusetts
$93.1K – – –
RMC
1911
Resources Management Corp
Connecticut
$92K – – –
MAM
1912
Marquette Asset Management
Minnesota
$87K – – –
GWM
1913
Grand Wealth Management
Michigan
$86.9K – – –
CH
1914
Canton Hathaway
Rhode Island
$84K – – –
LFA
1915
LGT Financial Advisors
Texas
$83.7K +$488 +3 +0.6%
PPC
1916
Park Place Capital
Alabama
$82.7K +$488 +3 +0.6%
CTB
1917
Country Trust Bank
Illinois
$82.4K -$28.5K -175 -26%
CT
1918
Clearstead Trust
Maine
$81.6K – – –
BEI
1919
Benjamin Edwards Inc
Missouri
$81K – – –
HPC
1920
HM Payson & Co
Maine
$79.8K -$2.44K -15 -3%
VWWMG
1921
Vermillion & White Wealth Management Group
Pennsylvania
$78.7K +$24.6K +151 +45%
FRA
1922
Front Row Advisors
California
$77.5K +$77.5K +476 New
AA
1923
AlphaMark Advisors
Kentucky
$76K -$5.72K -35 -7%
AA
1924
Addison Advisors
Vermont
$74.3K +$814 +5 +1%
M
1925
MOTCO
Texas
$73.3K – – –
75 76
77
78 79