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 %
BP
2026
BWM Planning
Texas
$238K +$5.59K +33 +2%
RWP
2027
Revolve Wealth Partners
New Jersey
$237K – – –
SAS
2028
SMI Advisory Services
Indiana
$237K +$1.86K +11 +0.8%
VWM
2029
Venturi Wealth Management
Texas
$236K -$33.4K -197 -12%
CIAS
2030
CFS Investment Advisory Services
New Jersey
$236K +$236K +1,392 New
WWA
2031
Wisconsin Wealth Advisors
Wisconsin
$235K +$235K +1,390 New
FI
2032
Financial Insights
Washington
$235K – – –
GA
2033
Greenspring Advisors
Maryland
$235K – – –
OWA
2034
Opal Wealth Advisors
New York
$234K -$69.9K -413 -23%
MIM
2035
Marco Investment Management
Georgia
$233K -$27.4K -162 -11%
SMA
2036
Seven Mile Advisory
New Jersey
$229K +$8.13K +48 +4%
EM
2037
Excalibur Management
Massachusetts
$229K -$26.2K -155 -10%
PP
2038
Pacifica Partners
Canada
$229K – – –
HWP
2039
Highline Wealth Partners
California
$229K -$9.14K -54 -4%
FCM
2040
Family Capital Management
Michigan
$229K – – –
CCT
2041
Capital City Trust
Florida
$228K -$38.4K -227 -14%
OCM
2042
Orion Capital Management
California
$227K +$8.97K +53 +4%
CAM
2043
Creekmur Asset Management
Illinois
$227K +$846 +5 +0.4%
SFG
2044
SNS Financial Group
Minnesota
$227K -$17.9K -106 -7%
FAM
2045
Formidable Asset Management
Ohio
$226K +$847 +5 +0.4%
OA
2046
Oxbow Advisors
Texas
$226K +$226K +1,332 New
HFW
2047
Horizon Family Wealth
Illinois
$225K +$1.35K +8 +0.6%
CC
2048
Chicago Capital
Illinois
$225K +$4.4K +26 +2%
MWM
2049
Maltin Wealth Management
New Jersey
$224K +$224K +1,326 New
W
2050
Wealthquest
Ohio
$224K – – –
80 81
82
83 84