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 %
CWP
2226
Concord Wealth Partners
Virginia
$56.4K +$338 +2 +0.6%
LOIP
2227
Live Oak Investment Partners
Texas
$56K -$57.8K – –
OIA
2228
Optimum Investment Advisors
Illinois
$55K – – –
RWM
2229
Ruedi Wealth Management
Illinois
$54.1K – – –
CCM
2230
Chilton Capital Management
Texas
$53.5K +$53.5K +316 New
RAM
2231
Riggs Asset Management
Pennsylvania
$53.2K +$53.2K +315 New
AIA
2232
Arcadia Investment Advisors
Idaho
$52.3K – – –
FCMT
2233
Founders Capital Management (Texas)
Texas
$50.8K – – –
CP
2234
Castleview Partners
Texas
$50.2K +$338 +2 +0.7%
EWA
2235
Elevate Wealth Advisory
Georgia
$49.8K -$22.5K -133 -31%
TWD
2236
True Wealth Design
Ohio
$49.1K -$15.7K -93 -24%
Belvedere Trading
2237
Belvedere Trading
Illinois
$49.1K +$49.1K +290 New
Allspring Global Investments
2238
Allspring Global Investments
North Carolina
$48K +$48K +284 New
CWM
2239
CarsonAllaria Wealth Management
Illinois
$46.7K – – –
CB
2240
Centennial Bank
Arkansas
$46.6K -$4.57K -27 -9%
W
2241
WealthCollab
Washington
$46.1K – – –
KA
2242
Kozak & Associates
Colorado
$45.8K +$170 +1 +0.4%
T
2243
Tidemark
California
$45.4K -$24.2K -143 -35%
MBFW
2244
Morton Brown Family Wealth
Pennsylvania
$44.9K – – –
KWAG
2245
Kiely Wealth Advisory Group
North Carolina
$44.7K – – –
CI
2246
Cordant Inc
Oregon
$44.4K -$14.2K -84 -24%
CWM
2247
Compass Wealth Management
Connecticut
$44K – – –
CFP
2248
Comprehensive Financial Planning
Pennsylvania
$43.5K +$43.5K +257 New
HWA
2249
HHM Wealth Advisors
Tennessee
$43K +$1.02K +6 +2%
DCM
2250
Davis Capital Management
Florida
$41.8K -$10.7K -63 -20%
88 89
90
91 92