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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 %
T
1926
Tidemark
California
$73K -$16.6K -102 -19%
IFS
1927
Intelligent Financial Strategies
Minnesota
$72.5K -$13K -80 -15%
ATC
1928
Adirondack Trust Company
New York
$72.3K +$52.4K +322 +264%
GWP
1929
Gen-Wealth Partners
Michigan
$70.7K +$70.7K +434 New
LTI
1930
Laffer Tengler Investments
Tennessee
$70.4K +$70.4K +432 New
EWA
1931
Elevate Wealth Advisory
Georgia
$69.5K +$21.7K +133 +45%
WPWM
1932
Western Pacific Wealth Management
Illinois
$69.4K +$69.4K +426 New
APW
1933
Atlantic Private Wealth
North Carolina
$68.7K – – –
DCM
1934
Davis Capital Management
Florida
$68.1K -$2.27K -14 -3%
POIA
1935
Pin Oak Investment Advisors
Texas
$68K – – –
LWA
1936
Lowe Wealth Advisors
Maryland
$67.1K – – –
Barclays
1937
Barclays
United Kingdom
$67K – – –
AIA
1938
Arcadia Investment Advisors
Idaho
$66.3K – – –
DI
1939
DAGCO Inc
Ohio
$65.7K -$11.5M -70,579 -99%
CPG
1940
Custom Portfolio Group
Colorado
$64.3K – – –
CTA
1941
Colonial Trust Advisors
South Carolina
$63.8K -$40.4K -248 -39%
NRG
1942
Nemes Rush Group
Michigan
$63.7K +$18.2K +112 +40%
PCWA
1943
Pacific Capital Wealth Advisors
California
$63.5K -$53.4K -328 -46%
JWM
1944
Janiczek Wealth Management
Colorado
$62.7K – – –
TWD
1945
True Wealth Design
Ohio
$62.4K – – –
SN
1946
Sittner & Nelson
Oregon
$59.1K – – –
FMP
1947
Financial Management Professionals
Texas
$59K +$59K +363 New
OHWP
1948
Oak Harbor Wealth Partners
North Carolina
$59K – – –
YDMI
1949
Y.D. More Investments
Israel
$58.4K – – –
TRCT
1950
Tower Research Capital (TRC)
New York
$58.1K -$71.5K -439 -55%
76 77
78
79 80