VTV icon

Vanguard Value ETF
VTV

Overview Fund Activity

2,337 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, 701 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,337
Holders Change
+213
Holders Change %
+10.03%
% 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
701
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
$48.5B
2
Bank of America
Bank of America
North Carolina
$20.4B
3
Morgan Stanley
Morgan Stanley
New York
$5.23B
4
Jones Financial Companies
Jones Financial Companies
Missouri
$9.12B
5
LNC
Lincoln National Corp
Pennsylvania
$239M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
$2.12M
2
PCIG
Partners Capital Investment Group
Massachusetts
$136M
3
Jane Street
Jane Street
New York
$6.92M
4
JSTA
Japan Science & Technology Agency
Japan
$60.5M
5
Betterment LLC
Betterment LLC
New York
$922M
Name Holding Trade Value Shares
Change 		Shares
Change %
WLG
2376
Williamson Legacy Group
Indiana
– -$312K -1,787 Closed
SIC
2377
Sterling Investment Counsel
New York
– -$305K -1,746 Closed
VPIM
2378
Vanguard Personalized Indexing Management
California
– -$283K -1,621 Closed
EA
2379
Ellsworth Advisors
Ohio
– -$278K -1,591 Closed
SP
2380
Stonebrook Private
Michigan
– -$264K -1,512 Closed
SAM
2381
Silvercrest Asset Management
New York
– -$238K -1,364 Closed
HSWS
2382
Higgins & Schmidt Wealth Strategies
Colorado
– -$236K -1,352 Closed
SFA
2383
Seneca Financial Advisors
New York
– -$235K -1,349 Closed
BIM
2384
Baldwin Investment Management
Pennsylvania
– -$235K -1,348 Closed
CAAS
2385
Capital Asset Advisory Services
Michigan
– -$228K -1,317 Closed
RA
2386
Rockingstone Advisors
Massachusetts
– -$227K -1,301 Closed
WCWM
2387
Willow Creek Wealth Management
California
– -$225K -1,290 Closed
GI
2388
Gradient Investments
Minnesota
– -$224K -1,284 Closed
CICC
2389
Capital Investment Counsel (Colorado)
Colorado
– -$223K -1,275 Closed
LNB
2390
Ledyard National Bank
– -$221K -1,267 Closed
MWAM
2391
Manhattan West Asset Management
California
– -$213K -1,221 Closed
RWM
2392
Revisor Wealth Management
Ohio
– -$210K -1,202 Closed
OPWM
2393
Oxinas Partners Wealth Management
Indiana
– -$208K -1,191 Closed
NL
2394
Navalign LLC
California
– -$208K -1,191 Closed
FSA
2395
Financial Sense Advisors
California
– -$207K -1,183 Closed
SCM
2396
Sterneck Capital Management
Missouri
– -$205K -1,176 Closed
AWM
2397
Aviso Wealth Management
Washington
– -$204K -1,171 Closed
OA
2398
Oceanside Advisors
South Carolina
– -$204K -1,169 Closed
SWA
2399
ShankerValleau Wealth Advisors
Illinois
– -$204K -1,168 Closed
MWM
2400
MorganRosel Wealth Management
Colorado
– -$204K -1,167 Closed
93 94 95
96
97