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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 %
RFA
2126
Resurgent Financial Advisors
Georgia
– -$182K -1,216 Closed
ICM
2127
Islay Capital Management
Texas
– -$153K -1,024 Closed
AP
2128
Arlington Partners
Alabama
– -$150K -1,000 Closed
NFA
2129
Northwest Financial Advisors
Virginia
– -$128K -855 Closed
SC
2130
Soundwatch Capital
Connecticut
– -$342K -799 Closed
AWM
2131
Able Wealth Management
New Jersey
– -$110K -734 Closed
GIA
2132
Goodwin Investment Advisory
Georgia
– -$87.6K -586 Closed
PAI
2133
Pittenger & Anderson Inc
Nebraska
– -$80.7K -540 Closed
LFA
2134
Livelsberger Financial Advisory
Ohio
– -$75.3K -504 Closed
CCP
2135
Clarkston Capital Partners
Michigan
– -$30.3K -203 Closed
FA
2136
Faithward Advisors
Pennsylvania
– -$23K -152 Closed
LF
2137
Lee Financial
Texas
– -$19.1K -128 Closed
CCM
2138
Chilton Capital Management
Texas
– -$16.9K -113 Closed
RCM
2139
Robinson Capital Management
Michigan
– -$15K -100 Closed
CG
2140
Cutler Group
California
– -$14K -100 Closed
BCM
2141
Bourgeon Capital Management
Connecticut
– -$12K -80 Closed
TFG
2142
Team Financial Group
California
– -$9.3K -62 Closed
IRC
2143
Investors Research Corp
Georgia
– -$8.67K -58 Closed
MMG
2144
Monetary Management Group
Missouri
– -$7.48K -50 Closed
HWM
2145
HighMark Wealth Management
Minnesota
– -$4.96K -33 Closed
EWP
2146
Elevation Wealth Partners
California
– -$4.41K -32 Closed
FFA
2147
Frazier Financial Advisors
Ohio
– -$3.29K -22 Closed
APW
2148
Acima Private Wealth
Virginia
– -$2.24K -15 Closed
PCMC
2149
Planning Capital Management Corporation
Pennsylvania
– -$1.79K -12 Closed
TFA
2150
Transamerica Financial Advisors
Florida
– -$2K -7 Closed
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