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Vanguard Value ETF
VTV

Overview Fund Activity

2,044 hedge funds and large institutions have $80.8B invested in Vanguard Value ETF in 2024 Q2 according to their latest regulatory filings, with 135 funds opening new positions, 835 increasing their positions, 740 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,044
Holders Change
-1
Holders Change %
-0.05%
% of All Funds
29.73%
Holding in Top 10
362
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-5.48%
% of All Funds
5.26%
New
135
Increased
835
Reduced
740
Closed
105
Calls
$137M
Puts
$5.57M
Net Calls
+$132M
Net Calls Change
+$94.3M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$547M
2
AA
Axiom Advisory
California
+$535M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$298M
4
CA
Clearstead Advisors
Ohio
+$95.8M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$86.6M

Top Sellers

1
ERFOTCOFW
Employees Retirement Fund of the City of Fort Worth
Texas
-$151M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$149M
3
TODC
Trustees of Dartmouth College
New Hampshire
-$120M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$91.5M
5
Betterment LLC
Betterment LLC
New York
-$84.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCMT
1951
Founders Capital Management (Texas)
Texas
$48.1K – – –
CP
1952
Castleview Partners
Texas
$47.2K +$481 +3 +1%
NRG
1953
Nemes Rush Group
Michigan
$44.6K -$18.1K -113 -29%
CWM
1954
CarsonAllaria Wealth Management
Illinois
$44.3K +$44.3K +276 New
MBFW
1955
Morton Brown Family Wealth
Pennsylvania
$44.1K – – –
KA
1956
Kozak & Associates
Colorado
$42.8K +$160 +1 +0.4%
W
1957
WealthCollab
Washington
$42.6K – – –
AW
1958
Avion Wealth
Texas
$42K – – –
CWM
1959
Compass Wealth Management
Connecticut
$41.7K – – –
KWAG
1960
Kiely Wealth Advisory Group
North Carolina
$41.2K +$41.2K +253 New
RDIA
1961
RE Dickinson Investment Advisors
Iowa
$40.9K – – –
AFG
1962
Albion Financial Group
Utah
$40.4K +$22K +137 +119%
EBA
1963
Eagle Bay Advisors
New York
$40.2K +$10.3K +64 +35%
RDFA
1964
Ritter Daniher Financial Advisory
Ohio
$39.9K +$39.9K +249 New
HWA
1965
HHM Wealth Advisors
Tennessee
$39.8K – – –
PWA
1966
Provenance Wealth Advisors
Florida
$38K -$17.8K -111 -32%
TCM
1967
Tradewinds Capital Management
Washington
$37.2K – – –
MSS
1968
Mitchell Sinkler & Starr
Pennsylvania
$37.1K – – –
RPCA
1969
Running Point Capital Advisors
California
$36.7K +$11.1K +69 +43%
MTIC
1970
Missouri Trust & Investment Company
Missouri
$36.1K – – –
BAM
1971
Bellevue Asset Management
Washington
$35K – – –
SWC
1972
Spectrum Wealth Counsel
Indiana
$33.5K +$33.5K +209 New
WWM
1973
Wagner Wealth Management
South Carolina
$33.4K – – –
AP
1974
Aspect Partners
Virginia
$33.2K – – –
RP
1975
Rice Partnership
Hawaii
$33K – – –
77 78
79
80 81