VTV icon

Vanguard Value ETF
VTV

Overview Fund Activity

2,124 hedge funds and large institutions have $89.4B invested in Vanguard Value ETF in 2024 Q3 according to their latest regulatory filings, with 162 funds opening new positions, 960 increasing their positions, 708 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,124
Holders Change
+80
Holders Change %
+3.91%
% of All Funds
30.72%
Holding in Top 10
374
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+3.31%
% of All Funds
5.41%
New
162
Increased
960
Reduced
708
Closed
57
Calls
$165M
Puts
$46.3M
Net Calls
+$118M
Net Calls Change
-$13.5M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$541M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$205M
3
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$189M
4
JSTA
Japan Science & Technology Agency
Japan
+$138M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$91.2M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
-$466M
2
PC
Permanens Capital
New York
-$267M
3
Goldman Sachs
Goldman Sachs
New York
-$112M
4
SW
Simplicity Wealth
New Jersey
-$98.4M
5
Charles Schwab
Charles Schwab
California
-$96.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
2001
Addison Advisors
Vermont
$78.7K -$1.4K -8 -2%
M
2002
MOTCO
Texas
$78.6K – – –
IFS
2003
Intelligent Financial Strategies
Minnesota
$77.7K – – –
CT
2004
Clearstead Trust
Maine
$77.5K -$9.95K -57 -11%
EWA
2005
Elevate Wealth Advisory
Georgia
$74.5K – – –
DI
2006
DAGCO Inc
Ohio
$74.2K +$3.84K +22 +5%
APW
2007
Atlantic Private Wealth
North Carolina
$73.7K – – –
SRCM
2008
Signature Resources Capital Management
California
$72.8K -$6.98K -40 -9%
Barclays
2009
Barclays
United Kingdom
$72K – – –
POIA
2010
Pin Oak Investment Advisors
Texas
$72K – – –
LWA
2011
Lowe Wealth Advisors
Maryland
$71.9K – – –
T
2012
Tidemark
California
$71.7K – – –
VCM
2013
Viewpoint Capital Management
Washington
$68.5K +$68.5K +394 New
PCWA
2014
Pacific Capital Wealth Advisors
California
$68.1K – – –
TWD
2015
True Wealth Design
Ohio
$66.9K – – –
AW
2016
Avion Wealth
Texas
$65K +$18.8K +109 +41%
SN
2017
Sittner & Nelson
Oregon
$63.4K – – –
OHWP
2018
Oak Harbor Wealth Partners
North Carolina
$63.2K – – –
YDMI
2019
Y.D. More Investments
Israel
$62.6K – – –
PPC
2020
Park Place Capital
Alabama
$61.9K -$26.7K -153 -30%
SNB
2021
Security National Bank
Nebraska
$61.1K – – –
CI
2022
Cordant Inc
Oregon
$60.4K – – –
PCFFS
2023
Pacific Center for Financial Services
California
$59.9K – – –
BFS
2024
Burkett Financial Services
South Carolina
$59.5K +$2.44K +14 +4%
CWP
2025
Concord Wealth Partners
Virginia
$57.8K +$175 +1 +0.3%
79 80
81
82 83