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 %
ZB
251
Zions Bancorporation
Utah
$2.52M – – –
MIAN
252
Mariner Independent Advisor Network
Kansas
$2.52M +$59.6K +578 +2%
CFB
253
Cullen/Frost Bankers
Texas
$2.48M – – –
ACM
254
AlphaStar Capital Management
North Carolina
$2.47M -$8.64M -83,720 -78%
BFEC
255
Benjamin F. Edwards & Company
Missouri
$2.44M +$19K +184 +0.8%
CPA
256
Clear Perspective Advisors
Illinois
$2.43M -$29.4K -285 -1%
SPC
257
Sigma Planning Corp
Michigan
$2.42M – – –
ZF
258
Zhang Financial
Michigan
$2.42M -$20K -198 -0.8%
UBG
259
United Bank (Georgia)
Georgia
$2.38M -$197K -1,911 -8%
EA
260
Elm Advisors
California
$2.38M +$5.67K +55 +0.2%
NEAM
261
New England Asset Management
Connecticut
$2.36M +$2.36M +22,900 New
MA
262
MCF Advisors
Kentucky
$2.33M +$16.8K +163 +0.7%
UA
263
Unison Advisors
District of Columbia
$2.33M -$168K -1,633 -7%
BMCM
264
Bryn Mawr Capital Management
Pennsylvania
$2.33M +$2.33M +22,562 New
JFA
265
Johanson Financial Advisors
California
$2.28M +$11.6K +113 +0.5%
CAC
266
Certified Advisory Corp
Florida
$2.24M +$916K +8,882 +70%
SFPM
267
Sensible Financial Planning & Management
Massachusetts
$2.23M +$254K +2,460 +13%
RC
268
RegentAtlantic Capital
New Jersey
$2.21M +$122K +1,179 +6%
SCA
269
Snowden Capital Advisors
New York
$2.2M -$224K -2,169 -9%
RBA
270
Richard Bernstein Advisors
New York
$2.2M +$28.5K +276 +1%
CCP
271
Corient Capital Partners
California
$2.17M -$31K -300 -1%
THWM
272
Taylor Hoffman Wealth Management
Virginia
$2.13M +$45.6K +442 +2%
Fiera Capital (Canada)
273
Fiera Capital (Canada)
Quebec, Canada
$2.12M +$240K +2,325 +13%
KWM
274
Kingsview Wealth Management
Oregon
$2.12M +$260K +2,515 +14%
Millennium Management
275
Millennium Management
New York
$2.1M -$4.3M -41,637 -67%
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