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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 %
BHB
2051
Bank Hapoalim BM
Israel
– -$13M -87,000 Closed
MWM
2052
Meridian Wealth Management
Kentucky
– -$12.2M -81,562 Closed
SGWM
2053
Sterling Group Wealth Management
California
– -$10M -67,173 Closed
WWA
2054
WCG Wealth Advisors
Nevada
– -$8.03M -53,739 Closed
TCA
2055
Taconic Capital Advisors
New York
– -$6.73M -45,000 Closed
KOC
2056
Koss-Olinger Consulting
Florida
– -$5.51M -36,830 Closed
KBC Group
2057
KBC Group
Belgium
– -$4.59M -30,700 Closed
ITB
2058
Idaho Trust Bank
Idaho
– -$3.96M -26,465 Closed
SW
2059
SteelPeak Wealth
California
– -$3.81M -25,456 Closed
WIA
2060
World Investment Advisors
California
– -$3.4M -22,774 Closed
JGC
2061
J. Goldman & Co
New York
– -$3.4M -22,711 Closed
TCMP
2062
Thrive Capital Management (Pennsylvania)
Pennsylvania
– -$3.36M -22,451 Closed
CP
2063
Coho Partners
Pennsylvania
– -$2.81M -18,763 Closed
OWM
2064
Olympus Wealth Management
Utah
– -$2.34M -15,641 Closed
Vontobel Holding
2065
Vontobel Holding
Switzerland
– -$2.1M -14,060 Closed
HIIFS
2066
Harel Insurance Investments & Financial Services
Israel
– -$2.07M -13,875 Closed
WF
2067
WoodTrust Financial
Wisconsin
– -$1.85M -12,400 Closed
Schroder Investment Management Group
2068
Schroder Investment Management Group
United Kingdom
– -$1.58M -10,553 Closed
FTUS
2069
Flow Traders U.S.
New York
– -$1.43M -9,563 Closed
Simplex Trading
2070
Simplex Trading
Illinois
– -$1.37M -9,147 Closed
OHWA
2071
Oak Hill Wealth Advisors
Virginia
– -$1.08M -7,236 Closed
GBWM
2072
Granite Bay Wealth Management
New Hampshire
– -$984K -6,993 Closed
JFGLC
2073
Johnson Financial Group LLC (Colorado)
Colorado
– -$940K -6,286 Closed
PA
2074
Paragon Advisors
Texas
– -$937K -6,270 Closed
FNWM
2075
Financial Network Wealth Management
Utah
– -$881K -5,894 Closed
81 82
83
84 85