VTV icon

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 %
CA
2001
Centerpoint Advisors
Massachusetts
$16K – – –
SC
2002
Sawyer & Company
Massachusetts
$16K – – –
FMB
2003
Field & Main Bank
Kentucky
$15.7K – – –
CCMI
2004
Creative Capital Management Investments
California
$15.6K +$15.6K +97 New
EAM
2005
Eukles Asset Management
Ohio
$15.4K – – –
TWP
2006
Triad Wealth Partners
Kansas
$13.6K +$13.6K +85 New
CPG
2007
Cornerstone Planning Group
New Jersey
$13.5K -$1.58K -10 -11%
QC
2008
Quent Capital
New York
$13.4K – – –
EW
2009
Element Wealth
Mississippi
$13.2K – – –
DFA
2010
DHJJ Financial Advisors
Illinois
$12.8K – – –
WWM
2011
Wolff Wiese Magana
California
$12.7K – – –
SFCL
2012
Strengthening Families & Communities LLC
Massachusetts
$12K +$12K +74 New
TF
2013
Tompkins Financial
New York
$11.4K – – –
SFC
2014
SYM Financial Corp
Indiana
$10.7K +$5.61K +35 +109%
SWS
2015
SYSTM Wealth Solutions
Illinois
$10.7K – – –
MLA
2016
MB, Levis & Associates
Pennsylvania
$9.49K – – –
PP
2017
PFS Partners
New Jersey
$9.33K – – –
FHC
2018
First Heartland Consultants
Missouri
$9.16K +$264 +1,644 +3%
VDBMI
2019
Van Den Berg Management I
Texas
$8.66K – – –
TVWM
2020
Tower View Wealth Management
Wisconsin
$8.02K -$6.42K -40 -44%
FNWA
2021
Financial Network Wealth Advisors
Utah
$8.02K +$8.02K +50 New
PA
2022
Pineridge Advisors
Missouri
$6.74K +$3.53K +22 +110%
GWM
2023
Guardian Wealth Management
Illinois
$6.61K – – –
TCCM
2024
Timber Creek Capital Management
Massachusetts
$6.47K +$6.47K +40 New
SVCP
2025
Silicon Valley Capital Partners
California
$6.23K – – –
79 80
81
82 83