VTV icon

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 %
SCA
2001
Sage Capital Advisors
South Dakota
$249K +$1.19K +7 +0.5%
TNA
2002
True North Advisors
Texas
$249K -$97.5K -576 -28%
RAM
2003
Redmond Asset Management
Virginia
$248K -$6.77K -40 -3%
UOTTAIMCU
2004
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$248K – – –
TC
2005
Truvestments Capital
Florida
$247K +$1.35K +8 +0.6%
AA
2006
Apriem Advisors
California
$247K – – –
FWA
2007
FSM Wealth Advisors
Ohio
$247K – – –
SSC
2008
Syverson Strege & Co
Iowa
$246K +$508 +3 +0.2%
TWP
2009
Tyche Wealth Partners
Texas
$246K – – –
LF
2010
Lantz Financial
Illinois
$245K – – –
GHA
2011
GW Henssler & Associates
Georgia
$245K – – –
VFG
2012
Valley Financial Group
Pennsylvania
$244K +$12.7K +75 +5%
SWA
2013
Serenus Wealth Advisors
California
$244K +$244K +1,441 New
NCM
2014
Novare Capital Management
North Carolina
$244K – – –
WWP
2015
WR Wealth Planners
Missouri
$243K +$169 +1 +0.1%
HGERS
2016
Householder Group Estate & Retirement Specialist
Arizona
$243K -$1.31M -7,754 -84%
APW
2017
Aurora Private Wealth
New Jersey
$243K -$5.42K -32 -2%
NFA
2018
Northwest Financial Advisors
Virginia
$243K +$3.39K +20 +1%
GWSA
2019
Global Wealth Strategies & Associates
Colorado
$242K -$44.9K -265 -16%
WMWM
2020
Whitaker-Myers Wealth Managers
Ohio
$242K -$19.1K -113 -7%
CICI
2021
Capital Investment Counsel Inc
North Carolina
$242K +$111K +658 +85%
RIP
2022
RAM Investment Partners
Washington
$241K +$241K +1,424 New
RIA
2023
Realta Investment Advisors
Delaware
$240K +$84.5K +496 +55%
DSC
2024
Duncker Streett & Co
Missouri
$239K – – –
OL
2025
one8zero8 LLC
North Carolina
$238K +$238K +1,407 New
79 80
81
82 83