VTV icon

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 %
UAS
2101
United Asset Strategies
New York
– -$314K -2,102 Closed
WAM
2102
Worth Asset Management
Texas
– -$312K -2,084 Closed
PC
2103
Port Capital
Illinois
– -$279K -1,863 Closed
EWA
2104
ERTS Wealth Advisors
Michigan
– -$271K -1,814 Closed
WCP
2105
Wick Capital Partners
Pennsylvania
– -$271K -1,812 Closed
MRWM
2106
ML&R Wealth Management
Texas
– -$264K -1,767 Closed
WIM
2107
WealthPlan Investment Management
Nebraska
– -$263K -1,759 Closed
EL
2108
EWA LLC
Pennsylvania
– -$265K -1,741 Closed
BAAM
2109
Baker Avenue Asset Management
California
– -$258K -1,725 Closed
BZWA
2110
Blue Zone Wealth Advisors
California
– -$254K -1,700 Closed
CAAS
2111
Capital Asset Advisory Services
Michigan
– -$253K -1,691 Closed
LCM
2112
Logan Capital Management
Pennsylvania
– -$247K -1,651 Closed
FW
2113
FirstPurpose Wealth
Utah
– -$245K -1,636 Closed
WPC
2114
Waters Parkerson & Co
Louisiana
– -$238K -1,595 Closed
GDP
2115
Great Diamond Partners
Maine
– -$237K -1,583 Closed
DIM
2116
Delta Investment Management
California
– -$235K -1,573 Closed
PIM
2117
Provident Investment Management
Michigan
– -$233K -1,560 Closed
CA
2118
Calton & Associates
Florida
– -$233K -1,559 Closed
NL
2119
Navalign LLC
California
– -$233K -1,557 Closed
JPLA
2120
Joseph P. Lucia & Associates
New York
– -$228K -1,522 Closed
MP
2121
McDonald Partners
Ohio
– -$216K -1,444 Closed
SAS
2122
SMI Advisory Services
Indiana
– -$214K -1,436 Closed
KIA
2123
KCM Investment Advisors
California
– -$207K -1,386 Closed
WFA
2124
WestHill Financial Advisors
California
– -$203K -1,360 Closed
ARIS
2125
Advanced Research Investment Solutions
California
– -$201K -1,346 Closed
83 84
85
86 87