We are live on ! Find out more
VTV icon

Vanguard Value ETF

2,138 hedge funds and large institutions have $89.4B invested in Vanguard Value ETF in 2024 Q3 according to their latest regulatory filings, with 161 funds opening new positions, 967 increasing their positions, 712 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more call options, than puts

Call options by funds: $165M | Put options by funds: $46.3M

182% more first-time investments, than exits

New positions opened: 161 | Existing positions closed: 57

36% more repeat investments, than reductions

Existing positions increased: 967 | Existing positions reduced: 712

11% more capital invested

Capital invested by funds: $80.9B → $89.4B (+$8.55B)

4% more funds holding

Funds holding: 2,0592,138 (+79)

4% more funds holding in top 10

Funds holding in top 10: 364377 (+13)

2.21% more ownership

Funds ownership: 70.34%72.56% (+2.2%)

Holders
2,138
Holders Change
+79
Holders Change %
+3.84%
% of All Funds
30.7%
Holding in Top 10
377
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+3.57%
% of All Funds
5.41%
New
161
Increased
967
Reduced
712
Closed
57
Calls
$165M
Puts
$46.3M
Net Calls
+$118M
Net Calls Change
-$13.5M
Name Holding Trade Value Shares
Change
Change in
Stake
OL
1951
Owen LaRue
Kentucky
$200K +$192K +1,147 New
IWP
1952
IAG Wealth Partners
Wisconsin
$198K
AWM
1953
Aspire Wealth Management
Massachusetts
$194K
MWA
1954
MFA Wealth Advisors
Pennsylvania
$192K
MPWT
1955
MassMutual Private Wealth & Trust
Connecticut
$190K +$46.9K +280 +35%
CPA
1956
Clear Point Advisors
New York
$185K +$837 +5 +0.5%
LWANC
1957
Laurel Wealth Advisors (North Carolina)
North Carolina
$184K +$42.4K +253 +32%
AT
1958
Arlington Trust
Alabama
$183K
BFO
1959
Biltmore Family Office
North Carolina
$182K
EWP
1960
Elevation Wealth Partners
California
$182K
CA
1961
Claris Advisors
Missouri
$179K +$172K +1,026 New
IF
1962
Integrity Financial
Wyoming
$179K +$26.5K +158 +18%
WIM
1963
Westside Investment Management
California
$177K -$6.7K -40 -4%
BA
1964
Ballast Advisors
Minnesota
$173K +$1.84K +11 +1%
PIA
1965
Powell Investment Advisors
Florida
$170K
FCAS
1966
First Command Advisory Services
Texas
$170K +$36.7K +219 +29%
HC
1967
Hara Capital
Washington
$168K +$129K +771 New
CA
1968
Crewe Advisors
Utah
$168K
NBT
1969
Northwest Bank & Trust
Iowa
$164K
HPC
1970
HM Payson & Co
Maine
$163K +$73K +436 +87%
BL
1971
BFSG LLC
California
$163K
TAM
1972
Tucker Asset Management
Colorado
$161K +$15.9K +95 +11%
RIA
1973
Realta Investment Advisors
Delaware
$161K -$77.5K -463 -34%
FAM
1974
Flaharty Asset Management
Florida
$160K +$153K +916 New
MIA
1975
MeadowBrook Investment Advisors
Michigan
$152K +$114K +681 +358%

VTV Hedge Fund Activity: Q3 2024 in Review

2,138 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard Value ETF (VTV) for Q3 2024, worth a combined $89.4B — up 11% from $80.9B a quarter earlier.

Buyers outnumbered sellers: 161 funds opened new VTV positions and 57 closed out — a net gain of 104 holders — while 967 added to existing stakes and 712 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $3.4B. The largest seller was Strategic Financial Concepts, cutting an estimated $447M.

  • 2,138 institutional investors held Vanguard Value ETF (VTV) as of Q3 2024, up from 2,059 in Q2 2024.
  • Funds reported $89.4B of Vanguard Value ETF stock for Q3 2024, up 11% quarter-over-quarter.
  • 161 funds opened new Vanguard Value ETF positions in Q3 2024 and 57 closed out, a net change of +104 holders.
  • The largest Vanguard Value ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $3.4B added.
  • The largest Vanguard Value ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $447M sold.

Based on aggregated 13F filings for Q3 2024.