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 %
LOIP
2026
Live Oak Investment Partners
Texas
$57.8K -$53.1K – –
OIA
2027
Optimum Investment Advisors
Illinois
$56.7K +$26.5K +152 +88%
RWM
2028
Ruedi Wealth Management
Illinois
$55.8K -$175 -1 -0.3%
PCA
2029
Providence Capital Advisors
North Carolina
$54.8K -$6.81K -39 -11%
DCM
2030
Davis Capital Management
Florida
$54.1K -$14.7K -84 -21%
AIA
2031
Arcadia Investment Advisors
Idaho
$53.9K – – –
CB
2032
Centennial Bank
Arkansas
$52.7K – – –
FCMT
2033
Founders Capital Management (Texas)
Texas
$52.4K – – –
CP
2034
Castleview Partners
Texas
$51.5K +$175 +1 +0.3%
WI
2035
Wintrust Investments
Illinois
$50K -$302K -1,738 -86%
CWM
2036
CarsonAllaria Wealth Management
Illinois
$48.2K – – –
W
2037
WealthCollab
Washington
$47.6K +$1.22K +7 +3%
KA
2038
Kozak & Associates
Colorado
$47.6K +$177 +1 +0.4%
RPCA
2039
Running Point Capital Advisors
California
$46.8K +$6.81K +39 +17%
MBFW
2040
Morton Brown Family Wealth
Pennsylvania
$46.3K – – –
CWM
2041
Compass Wealth Management
Connecticut
$45.4K – – –
NRG
2042
Nemes Rush Group
Michigan
$45.3K – – –
KWAG
2043
Kiely Wealth Advisory Group
North Carolina
$45.1K – – –
LIS
2044
Legacy Investment Solutions
Idaho
$45K +$45K +253 New
LWMI
2045
Legacy Wealth Management (Idaho)
Idaho
$45K +$45K +253 New
RDIA
2046
RE Dickinson Investment Advisors
Iowa
$44.5K – – –
AFG
2047
Albion Financial Group
Utah
$44K – – –
HWA
2048
HHM Wealth Advisors
Tennessee
$43.3K – – –
CPA
2049
Capital Performance Advisors
California
$42.1K +$42.1K +241 New
EBA
2050
Eagle Bay Advisors
New York
$41.7K -$1.74K -10 -4%
80 81
82
83 84