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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 %
SRSA
1951
S.R. Schill & Associates
Washington
$271K – – –
HA
1952
Harfst & Associates
Wyoming
$271K – – –
BWM
1953
BigSur Wealth Management
Florida
$271K – – –
CLA
1954
Carnegie Lake Advisors
New Jersey
$270K – – –
JSW
1955
Journey Strategic Wealth
New Jersey
$269K +$48.1K +284 +22%
TSMHT
1956
Thurston Springer Miller Herd & Titak
Indiana
$269K +$48.4K +286 +22%
WFA
1957
West Financial Advisors
Iowa
$269K +$846 +5 +0.3%
WAOI
1958
Wealth Advisors of Iowa
Iowa
$269K +$269K +1,587 New
O3W
1959
Omni 360 Wealth
New Jersey
$268K +$169 +1 +0.1%
PIM
1960
Pullen Investment Management
Florida
$268K – – –
SAM
1961
Satovsky Asset Management
New York
$268K -$46K -272 -15%
SWM
1962
Seed Wealth Management
Illinois
$267K -$25.4K -150 -9%
JC
1963
Jentner Corp
Ohio
$267K -$14.9K -88 -5%
FF
1964
Francis Financial
$266K -$31.5K -186 -11%
SM
1965
Sensible Money
Arizona
$266K – – –
WC
1966
Whitney & Co
New York
$265K +$265K +1,566 New
AP
1967
Appleton Partners
Massachusetts
$265K -$46.8K -277 -15%
IIA
1968
Integral Investment Advisors
California
$263K -$119K -700 -31%
SWM
1969
Stapp Wealth Management
Washington
$263K +$263K +1,555 New
DCM
1970
Dimension Capital Management
Florida
$263K – – –
KAM
1971
Kraft Asset Management
Tennessee
$263K – – –
UIM
1972
Unified Investment Management
Georgia
$262K +$262K +1,546 New
WWWM
1973
White Wing Wealth Management
Texas
$262K -$121K -712 -32%
MSWM
1974
McGlone Suttner Wealth Management
Wisconsin
$261K +$261K +1,542 New
PWS
1975
Proactive Wealth Strategies
Georgia
$261K +$25.7K +152 +11%
77 78
79
80 81