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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 %
BFWA
1976
Benchmark Financial Wealth Advisors
Florida
$261K +$1.52K +9 +0.6%
WG
1977
Welch Group
Alabama
$261K -$4.39K -26 -2%
LFS
1978
Legacy Financial Strategies
Kansas
$260K +$1.01K +6 +0.4%
KLCM
1979
KG&L Capital Management
Louisiana
$260K +$7.45K +44 +3%
S
1980
Sunpointe
Missouri
$260K +$260K +1,533 New
IP
1981
Ignite Planners
California
$259K +$1.53K +9 +0.6%
TD Asset Management
1982
TD Asset Management
Ontario, Canada
$258K +$16.9K +100 +7%
ACP
1983
Aviance Capital Partners
Florida
$258K +$17.4K +103 +7%
PPWM
1984
Perissos Private Wealth Management
Oklahoma
$258K +$339 +2 +0.1%
GIM
1985
Goelzer Investment Management
Indiana
$257K +$257K +1,519 New
GWP
1986
Gen-Wealth Partners
Michigan
$255K +$1.52K +9 +0.6%
CWA
1987
Clarity Wealth Advisors
California
$255K +$25.2K +149 +11%
HTHT
1988
Hemenway Trust Hemenway Trust
New Hampshire
$254K -$169K -1,000 -40%
PGA
1989
Portland Global Advisors
Maine
$254K – – –
GF
1990
Gimbal Financial
Indiana
$254K – – –
FSC
1991
Full Sail Capital
Oklahoma
$254K +$254K +1,498 New
LIA
1992
Lynx Investment Advisory
District of Columbia
$253K -$4.91K -29 -2%
MCM
1993
Morton Capital Management
California
$252K – – –
FPGT
1994
Financial Partners Group (Tennessee)
Tennessee
$252K – – –
PWMG
1995
Private Wealth Management Group
New Jersey
$251K -$1.19K -7 -0.5%
WFP
1996
Wrenne Financial Planning
Kentucky
$251K – – –
JA
1997
JVL Associates
Michigan
$251K – – –
PAG
1998
Private Advisory Group
Washington
$249K +$249K +1,473 New
HCA
1999
Harbour Capital Advisors
Virginia
$249K -$7.16K -42 -3%
FIB
2000
First Interstate Bank
Montana
$249K +$36.2K +214 +17%
78 79
80
81 82