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Vanguard Value ETF
VTV

Overview Fund Activity

2,045 hedge funds and large institutions have $80.4B invested in Vanguard Value ETF in 2024 Q1 according to their latest regulatory filings, with 156 funds opening new positions, 824 increasing their positions, 807 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,045
Holders Change
+21
Holders Change %
+1.04%
% of All Funds
29.64%
Holding in Top 10
383
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-1.54%
% of All Funds
5.55%
New
156
Increased
824
Reduced
807
Closed
103
Calls
$44.9M
Puts
$7.37M
Net Calls
+$37.5M
Net Calls Change
+$3.67M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$1.41B
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$229M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$149M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$118M
5
Mariner
Mariner
Kansas
+$94.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$4.5B
2
Betterment LLC
Betterment LLC
New York
-$1.01B
3
Goldman Sachs
Goldman Sachs
New York
-$311M
4
PCIG
Partners Capital Investment Group
Massachusetts
-$197M
5
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$131M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
2026
Guardian Wealth Management
Illinois
$6.71K – – –
SVCP
2027
Silicon Valley Capital Partners
California
$6.32K – – –
MIM
2028
Macroview Investment Management
Maryland
$6.22K – – –
SRCM
2029
Signature Resources Capital Management
California
$5.98K – – –
SFC
2030
SYM Financial Corp
Indiana
$5.21K +$5.21K +32 New
ACM
2031
Anfield Capital Management
California
$4.89K +$4.89K +30 New
MFA
2032
Morling Financial Advisors
California
$4.78K -$6.59K -40 -58%
MFC
2033
Morris Financial Concepts
South Carolina
$4.56K +$814 +5 +22%
TCWA
2034
Turtle Creek Wealth Advisors
Texas
$3.91K +$3.91K +24 New
FGA
2035
Fortis Group Advisors
New Jersey
$3.58K -$3.58K -22 -50%
DF
2036
Dunhill Financial
United Kingdom
$3.42K – – –
PA
2037
Pineridge Advisors
Missouri
$3.26K – – –
NMM
2038
Naples Money Management
Florida
$3.26K +$3.26K +20 New
CPBTD
2039
Central Pacific Bank - Trust Division
Hawaii
$3.24K +$3.24K +20 New
RFG
2040
RFP Financial Group
Georgia
$3.01K – – –
WAG
2041
Windsor Advisory Group
Ohio
$2.77K +$2.77K +17 New
CAM
2042
Clarity Asset Management
Iowa
$2.3K – – –
CWA
2043
Carolina Wealth Advisors
South Carolina
$1.63K -$1.14K -7 -41%
TIM
2044
Thompson Investment Management
Wisconsin
$1.14K -$5.37K -33 -83%
DWA
2045
Delos Wealth Advisors
Texas
$815 – – –
MAWCM
2046
Mine & Arao Wealth Creation & Management
California
$489 +$489 +3 New
DAM
2047
Delta Asset Management
Tennessee
$326 +$326 +2 New
BCPWM
2048
Bradley & Co Private Wealth Management
Florida
$1 -$1 – –
LP
2049
LGL Partners
Pennsylvania
– -$76.8M -513,480 Closed
HWAM
2050
Hennion & Walsh Asset Management
New Jersey
– -$20.2M -134,863 Closed
80 81
82
83 84