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 %
AAG
1901
Armstrong Advisory Group
Massachusetts
$296K – – –
SL
1902
SWMG LLC
Texas
$295K +$704 +4 +0.2%
FMII
1903
Farmers & Merchants Investments Inc
Nebraska
$295K +$14.1K +83 +5%
HG
1904
Harbor Group
New Hampshire
$295K +$1.52K +9 +0.5%
TCA
1905
Trifecta Capital Advisors
Illinois
$295K – – –
CPCP
1906
Cedar Point Capital Partners
Iowa
$294K +$6.6K +39 +2%
BWCS
1907
Beirne Wealth Consulting Services
Connecticut
$294K – – –
EBT
1908
Enterprise Bank & Trust
Massachusetts
$293K – – –
HWA
1909
Hilltop Wealth Advisors
North Carolina
$292K -$19.6K -116 -6%
AHC
1910
Anderson Hoagland & Co
Missouri
$292K – – –
HDIM
1911
Hanson & Doremus Investment Management
Vermont
$292K -$2.54K -15 -0.9%
RWA
1912
Redhawk Wealth Advisors
Minnesota
$291K -$2.37K -14 -0.8%
RWM
1913
Rialto Wealth Management
New York
$291K +$291K +1,716 New
CISOA
1914
Capital Investment Services of America
Wisconsin
$290K – – –
GG
1915
Greenwood Gearhart
Arkansas
$290K +$290K +1,713 New
SWM
1916
Silverlake Wealth Management
Vermont
$290K +$169 +1 +0.1%
TP
1917
Tranquility Partners
Tennessee
$289K +$289K +1,706 New
PCA
1918
Peddock Capital Advisors
Massachusetts
$288K -$106K -625 -27%
WA
1919
Wealthstar Advisors
Texas
$287K +$287K +1,698 New
FDCP
1920
Foster Dykema Cabot & Partners
Massachusetts
$286K -$121K -717 -30%
BWP
1921
Baldwin Wealth Partners
Massachusetts
$286K – – –
RMCM
1922
Reynders McVeigh Capital Management
Massachusetts
$286K – – –
SCA
1923
Stonebridge Capital Advisors
Minnesota
$286K -$44.5K -263 -13%
HOWA
1924
Heritage Oak Wealth Advisors
Florida
$285K -$1.38M -8,180 -83%
HCM
1925
HMS Capital Management
Tennessee
$284K – – –
75 76
77
78 79