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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 %
BIP
2076
Brandes Investment Partners
California
– -$866K -5,792 Closed
JJBC
2077
James J. Burns & Company
New York
– -$779K -5,206 Closed
AC
2078
AlphaCore Capital
California
– -$778K -5,202 Closed
BTWM
2079
Baker Tilly Wealth Management
Wisconsin
– -$731K -4,890 Closed
FIS
2080
Fischer Investment Strategies
California
– -$720K -4,813 Closed
PWG
2081
Portside Wealth Group
Utah
– -$714K -4,779 Closed
BWA
2082
BlueSky Wealth Advisors
North Carolina
– -$628K -4,199 Closed
ARC
2083
Advisor Resource Council
Texas
– -$624K -4,171 Closed
OP
2084
ORG Partners
Indiana
– -$598K -3,996 Closed
AFA
2085
Arlington Financial Advisors
California
– -$542K -3,627 Closed
SG Americas Securities
2086
SG Americas Securities
New York
– -$528K -3,533 Closed
LCWP
2087
Legacy Capital Wealth Partners
Arkansas
– -$527K -3,528 Closed
CCM
2088
Cullen Capital Management
New York
– -$518K -3,467 Closed
Allspring Global Investments
2089
Allspring Global Investments
North Carolina
– -$504K -3,372 Closed
PAG
2090
Private Advisory Group
Washington
– -$452K -3,022 Closed
Harris Associates
2091
Harris Associates
Illinois
– -$440K -2,945 Closed
WF
2092
Wayfinding Financial
Washington
– -$412K -2,759 Closed
DA
2093
Drake & Associates
Wisconsin
– -$399K -2,666 Closed
SW
2094
SkyOak Wealth
Michigan
– -$391K -2,616 Closed
DCM
2095
Donaldson Capital Management
Indiana
– -$388K -2,597 Closed
BTIM
2096
BancFirst Trust & Investment Management
Oklahoma
– -$363K -2,426 Closed
SSA
2097
Sierra Summit Advisors
Nevada
– -$341K -2,284 Closed
FSA
2098
Financial Sense Advisors
California
– -$332K -2,223 Closed
AP
2099
Atwood & Palmer
Missouri
– -$326K -2,180 Closed
NWM
2100
NRI Wealth Management
California
– -$319K -2,131 Closed
82 83
84
85 86