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Vanguard Value ETF
VTV

Overview Fund Activity

998 hedge funds and large institutions have $31.5B invested in Vanguard Value ETF in 2020 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 413 increasing their positions, 373 reducing their positions, and 166 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
998
Holders Change
-98
Holders Change %
-8.94%
% of All Funds
22.05%
Holding in Top 10
140
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-7.28%
% of All Funds
3.09%
New
84
Increased
413
Reduced
373
Closed
166
Calls
$10.7M
Puts
$4.37M
Net Calls
+$6.35M
Net Calls Change
+$1.87M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$578M
2
Morgan Stanley
Morgan Stanley
New York
+$512M
3
TF
TIAA FSB
Florida
+$176M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$148M
5
Natixis Advisors
Natixis Advisors
Massachusetts
+$130M

Top Sellers

1
JFA
Johanson Financial Advisors
California
-$268M
2
CIAS
CBIZ Investment Advisory Services
Ohio
-$151M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$86.7M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$57.8M
5
ZCA
Zeke Capital Advisors
Pennsylvania
-$57.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
EPA
251
Element Pointe Advisors
Florida
$4.8M -$127K -1,430 -3%
AllianceBernstein
252
AllianceBernstein
Tennessee
$4.78M +$321K +3,610 +7%
S
253
SignatureFD
Georgia
$4.77M +$3.76M +42,191 +370%
AWM
254
Avior Wealth Management
Nebraska
$4.75M -$349K -3,922 -7%
HHRDM
255
H&H Retirement Design & Management
Nevada
$4.71M +$4.71M +52,918 New
CPA
256
Capital Planning Advisors
California
$4.65M -$494K -5,551 -10%
OPCM
257
Osborne Partners Capital Management
California
$4.64M -$41.9K -471 -0.9%
VVP
258
Venture Visionary Partners
Ohio
$4.61M -$724K -8,133 -14%
BPA
259
Beacon Pointe Advisors
California
$4.61M +$1.15M +12,914 +33%
WLIM
260
White Lighthouse Investment Management
Massachusetts
$4.6M +$1.39M +15,566 +43%
SBSB
261
Sullivan, Bruyette, Speros & Blaney
Virginia
$4.55M -$185K -2,082 -4%
GBT
262
Grove Bank & Trust
Florida
$4.52M +$342K +3,839 +8%
BFWA
263
Benchmark Financial Wealth Advisors
Florida
$4.44M -$230K -2,581 -5%
Carson Wealth (CWM LLC)
264
Carson Wealth (CWM LLC)
Nebraska
$4.42M – – –
ONB
265
Old National Bancorp
Indiana
$4.35M -$1.88M -21,125 -30%
ASN
266
Advisory Services Network
Georgia
$4.31M +$646K +7,254 +18%
DPI
267
Diversified Portfolios Inc
Michigan
$4.28M +$150K +1,684 +4%
QIM
268
Quest Investment Management
Oregon
$4.25M -$11.9K -134 -0.3%
CGL
269
Clarius Group LLC
Washington
$4.23M -$161K -1,811 -4%
SIA
270
Strategic Investment Advisors
Michigan
$4.13M +$304K +3,414 +8%
TFA
271
TPG Financial Advisors
Oregon
$4.06M +$221K +2,480 +6%
RRC
272
Relaxing Retirement Coach
Massachusetts
$4.04M -$4.42M -49,663 -52%
SC
273
Savant Capital
Illinois
$4.02M +$98.4K +1,105 +3%
SCM
274
SOL Capital Management
Maryland
$3.98M +$377K +4,228 +10%
DW
275
Domani Wealth
Pennsylvania
$3.95M +$3.6M +40,381 +1,009%
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