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 %
CFP
2101
Cypress Financial Planning
New Jersey
$206K -$14.4K -85 -7%
IWP
2102
IAG Wealth Partners
Wisconsin
$206K +$13.5K +80 +7%
MSG
2103
Main Street Group
Virginia
$205K +$169 +1 +0.1%
LWP
2104
Laurel Wealth Planning
Minnesota
$205K – – –
PPC
2105
Pennington Partners & Co
Maryland
$205K +$205K +1,208 New
SIC
2106
Shoker Investment Counsel
Ohio
$205K – – –
CW
2107
Curio Wealth
Maryland
$204K +$204K +1,207 New
MF
2108
Meridian Financial
Massachusetts
$204K -$110K -649 -35%
CST
2109
Charles Schwab Trust
Nevada
$204K +$204K +1,206 New
RB
2110
Rodgers Brothers
Pennsylvania
$204K – – –
NCM
2111
Northside Capital Management
Oregon
$203K – – –
AAM
2112
American Asset Management
Florida
$203K +$203K +1,200 New
MCM
2113
MontVue Capital Management
Virginia
$202K – – –
HGA
2114
Hobbs Group Advisors
South Carolina
$202K -$5.59K -33 -3%
BTIM
2115
BancFirst Trust & Investment Management
Oklahoma
$202K – – –
AWP
2116
Avid Wealth Partners
Texas
$202K – – –
CWA
2117
Crux Wealth Advisors
California
$201K +$201K +1,189 New
CCM
2118
Canal Capital Management
Virginia
$201K +$4.23K +25 +2%
GFL
2119
Granite FO LLC
New Hampshire
$201K – – –
TH
2120
TCTC Holdings
Texas
$201K +$76K +449 +61%
DWM
2121
Dopkins Wealth Management
New York
$200K -$208K -1,229 -51%
WAS
2122
Winch Advisory Services
Wisconsin
$199K +$169 +1 +0.1%
EWM
2123
EPG Wealth Management
Georgia
$196K -$74.7K -441 -28%
LWANC
2124
Laurel Wealth Advisors (North Carolina)
North Carolina
$196K +$16.9K +100 +9%
PA
2125
PSI Advisors
Florida
$194K +$63.7K +376 +49%
83 84
85
86 87