VTV icon

Vanguard Value ETF
VTV

Overview Fund Activity

716 hedge funds and large institutions have $22.9B invested in Vanguard Value ETF in 2018 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 290 increasing their positions, 243 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
716
Holders Change
+16
Holders Change %
+2.29%
% of All Funds
16.43%
Holding in Top 10
101
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-9.82%
% of All Funds
2.32%
New
75
Increased
290
Reduced
243
Closed
54
Calls
$9.51M
Puts
$9.28M
Net Calls
+$236K
Net Calls Change
+$2.94M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$111M
2
UBS Group
UBS Group
Switzerland
+$108M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$107M
4
LPL Financial
LPL Financial
California
+$94.8M
5
Betterment LLC
Betterment LLC
New York
+$72.5M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$259M
2
HI
Horizon Investments
North Carolina
-$207M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$91.2M
4
BB
Bell Bank
North Dakota
-$75.7M
5
Ameriprise
Ameriprise
Minnesota
-$70.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
226
Commerce Bank
Missouri
$2.95M +$1.03M +9,998 +54%
CTC
227
Central Trust Company
Missouri
$2.94M -$189K -1,829 -6%
PA
228
Probity Advisors
Texas
$2.93M -$2.38M -23,089 -45%
SWM
229
Segment Wealth Management
Texas
$2.87M -$35.1K -340 -1%
AWM
230
Altium Wealth Management
New York
$2.87M +$142K +1,374 +5%
LFPWM
231
Leicht Financial Planning & Wealth Management
New Jersey
$2.87M -$948K -9,409 -25%
WLIM
232
White Lighthouse Investment Management
Massachusetts
$2.87M +$99.5K +964 +4%
TYCC
233
Texas Yale Capital Corp
Florida
$2.8M +$205K +1,990 +8%
SWP
234
Stratos Wealth Partners
Ohio
$2.8M +$498K +4,823 +22%
FHC
235
First Heartland Consultants
Missouri
$2.79M +$608K +5,894 +28%
SIAS
236
Shine Investment Advisory Services
Colorado
$2.76M – – –
ASN
237
Advisory Services Network
Georgia
$2.76M +$371K +3,600 +16%
F
238
F3Logic
Minnesota
$2.76M +$2.76M +26,721 New
CG
239
Colony Group
Massachusetts
$2.74M -$631K -6,117 -19%
PA
240
Paracle Advisors
Washington
$2.69M -$22.2K -215 -0.8%
KFGK
241
Keystone Financial Group (Kentucky)
Kentucky
$2.67M -$16.1K -160 -0.6%
CAL
242
Capital Advisors Ltd
Ohio
$2.64M +$159K +1,539 +6%
NFG
243
Next Financial Group
Texas
$2.63M +$2.63M +25,456 New
WA
244
Wilshire Advisors
California
$2.63M +$2.63M +25,460 New
TCM
245
Twin Capital Management
Pennsylvania
$2.63M +$2.63M +25,460 New
CB
246
Cadence Bank
Mississippi
$2.59M +$10.9K +106 +0.4%
CCWA
247
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.57M +$96.9K +939 +4%
HNB
248
Huntington National Bank
Ohio
$2.57M -$2.7M – –
HCC
249
Hirtle Callaghan & Co
Pennsylvania
$2.55M +$2.25M +21,796 +748%
IAA
250
Ironsides Asset Advisors
North Carolina
$2.55M – – –
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