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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 %
BFS
1951
Burkett Financial Services
South Carolina
$57.3K +$2.12K +13 +4%
PWA
1952
Provenance Wealth Advisors
Florida
$56.7K +$56.7K +348 New
PCFFS
1953
Pacific Center for Financial Services
California
$55.9K +$55.9K +343 New
WPA
1954
West Paces Advisors
Georgia
$55.5K – – –
AEPWM
1955
Atlantic Edge Private Wealth Management
Florida
$53.9K +$26.5K +163 +97%
CWP
1956
Concord Wealth Partners
Virginia
$53.7K -$2.28K -14 -4%
RWM
1957
Ruedi Wealth Management
Illinois
$53.6K -$20.5K -126 -28%
NRC
1958
New Republic Capital
North Carolina
$51.5K – – –
CB
1959
Centennial Bank
Arkansas
$49.2K – – –
FCMT
1960
Founders Capital Management (Texas)
Texas
$48.9K – – –
BWM
1961
BigSur Wealth Management
Florida
$48.9K – – –
CP
1962
Castleview Partners
Texas
$47.4K +$2.44K +15 +5%
AW
1963
Avion Wealth
Texas
$44K +$7.22K +44 +20%
KA
1964
Kozak & Associates
Colorado
$43.3K -$48.5K -298 -53%
W
1965
WealthCollab
Washington
$43.2K -$21K -129 -33%
MBFW
1966
Morton Brown Family Wealth
Pennsylvania
$43.2K – – –
CWM
1967
Compass Wealth Management
Connecticut
$42.3K – – –
RDIA
1968
RE Dickinson Investment Advisors
Iowa
$42K -$3.46K -21 -8%
HWA
1969
HHM Wealth Advisors
Tennessee
$40.4K – – –
LB
1970
Legacy Bridge
Iowa
$40.1K +$1.79K +11 +5%
TCM
1971
Tradewinds Capital Management
Washington
$37.8K – – –
MTIC
1972
Missouri Trust & Investment Company
Missouri
$36.6K +$36.6K +225 New
PWS
1973
Private Wealth Strategies
Ohio
$36.4K +$36.4K +33,610 New
MSS
1974
Mitchell Sinkler & Starr
Pennsylvania
$36.3K +$36.3K +223 New
BAM
1975
Bellevue Asset Management
Washington
$35.5K +$326 +2 +0.9%
77 78
79
80 81