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 %
AA
2201
Addison Advisors
Vermont
$76.4K – – –
M
2202
MOTCO
Texas
$76.2K – – –
IFS
2203
Intelligent Financial Strategies
Minnesota
$75.3K – – –
CT
2204
Clearstead Trust
Maine
$75.2K – – –
POIA
2205
Pin Oak Investment Advisors
Texas
$74K +$1.4K +8 +2%
GWM
2206
Grand Wealth Management
Michigan
$73.5K -$16.8K -99 -19%
VHAM
2207
Van Hulzen Asset Management
California
$73.4K -$331K -1,957 -82%
RMP
2208
Richards, Merrill & Peterson
Washington
$73.3K +$73.3K +433 New
HC
2209
Hoese & Co
Minnesota
$72.5K +$72.5K +428 New
VWWMG
2210
Vermillion & White Wealth Management Group
Pennsylvania
$71.8K -$16.1K -95 -18%
APW
2211
Atlantic Private Wealth
North Carolina
$71.4K – – –
Barclays
2212
Barclays
United Kingdom
$70K – – –
MCM
2213
Mainstream Capital Management
California
$66.9K +$66.9K +395 New
PCWA
2214
Pacific Capital Wealth Advisors
California
$66K – – –
WI
2215
Wintrust Investments
Illinois
$66K +$17.4K +103 +36%
AW
2216
Avion Wealth
Texas
$63K +$167 +1 +0.3%
SN
2217
Sittner & Nelson
Oregon
$61.5K – – –
OHWP
2218
Oak Harbor Wealth Partners
North Carolina
$61.3K – – –
YDMI
2219
Y.D. More Investments
Israel
$60.7K – – –
PPC
2220
Park Place Capital
Alabama
$60.4K +$338 +2 +0.6%
BFS
2221
Burkett Financial Services
South Carolina
$59.5K +$1.7K +10 +3%
WMS
2222
Wealth Management Strategies
Pennsylvania
$59.5K +$59.5K +35,122 New
DRP
2223
Decker Retirement Planning
Utah
$59.3K +$59.3K +350 New
PCFFS
2224
Pacific Center for Financial Services
California
$58.1K – – –
WWM
2225
Wagner Wealth Management
South Carolina
$57.6K +$57.6K +340 New
87 88
89
90 91