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
29.65%
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
$18.2B
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$356M
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
$737M
5
Mariner
Mariner
Kansas
$635M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$4.71B
2
Betterment LLC
Betterment LLC
New York
$1.06B
3
Goldman Sachs
Goldman Sachs
New York
$662M
4
PCIG
Partners Capital Investment Group
Massachusetts
$201M
5
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
LGA
201
Lebenthal Global Advisors
New York
$35.8M -$427K -2,622 -1%
SIA
202
Strategic Investment Advisors
Michigan
$35.8M +$2.67M +16,395 +8%
Vanguard Group
203
Vanguard Group
Pennsylvania
$35.7M +$9.47M +58,161 +36%
FPIS
204
Financial Planning & Information Services
Wisconsin
$35.6M -$421K -2,586 -1%
AAP
205
Arax Advisory Partners
Colorado
$35.6M -$1.51M -9,256 -4%
ACM
206
Advisors Capital Management
New Jersey
$35.3M +$438K +2,692 +1%
ST
207
Sageworth Trust
Pennsylvania
$34.6M -$5.22M -32,041 -13%
CSPAM
208
Cary Street Partners Asset Management
Virginia
$34.2M -$5.84M -35,868 -15%
SIA
209
Schechter Investment Advisors
Michigan
$33.8M -$240K -1,472 -0.7%
CAM
210
Clark Asset Management
New Hampshire
$33.4M +$5.27M +32,366 +19%
CCM
211
Chaney Capital Management
Washington
$32.6M +$86K +528 +0.3%
M&T Bank
212
M&T Bank
New York
$32.4M +$1.15M +7,036 +4%
DC
213
Davenport & Co
Virginia
$32.1M +$1.42M +8,746 +5%
MFIM
214
Mesirow Financial Investment Management
Illinois
$32M +$5.19M +31,892 +19%
ACA
215
Affinity Capital Advisors
California
$31.9M -$1.12M -6,890 -3%
NFW
216
Noble Family Wealth
Florida
$31.7M +$915K +5,616 +3%
RCG
217
Regatta Capital Group
California
$31.4M -$1.17M -7,160 -4%
FIM
218
Freedom Investment Management
Connecticut
$31.1M -$1.94M -11,904 -6%
SC
219
Stephens Consulting
Michigan
$30.5M -$758K -4,654 -2%
4WM
220
49 Wealth Management
Texas
$30.4M +$3.57M +22,011 +13%
GRA
221
Golden Road Advisors
Florida
$30.4M +$2.84M +17,439 +10%
PFS
222
Prospera Financial Services
Texas
$30.3M -$2.31M -14,158 -7%
AWM
223
Angeles Wealth Management
California
$30.1M -$2.49M -15,272 -8%
FOFP
224
Fee-Only Financial Planning
South Carolina
$29.5M -$407K -2,502 -1%
LSPW
225
Lake Street Private Wealth
Illinois
$29.5M -$315K -1,935 -1%
7 8
9
10 11