VTV icon

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 %
TCPWM
301
Traverso Chambers Private Wealth Management
California
$3.3M +$415K +4,660 +14%
BWM
302
Benchmark Wealth Management
Connecticut
$3.29M +$1.79M +20,091 +120%
PSUF
303
People's United Financial
Connecticut
$3.25M +$890K +9,995 +38%
JIC
304
Johnson Investment Counsel
Ohio
$3.24M -$303K -3,400 -9%
NWM
305
Northwest Wealth Management
Iowa
$3.23M +$937K +10,522 +41%
GFPC
306
Global Financial Private Client
Florida
$3.19M +$104K +1,219 +3%
SFA
307
Stewardship Financial Advisors
Georgia
$3.19M -$4.15M -46,652 -57%
WFA
308
Wellspring Financial Advisors
Ohio
$3.15M +$3.15M +35,385 New
MWA
309
Martel Wealth Advisors
Washington
$3.12M -$102K -1,141 -3%
Allianz Asset Management
310
Allianz Asset Management
Germany
$3.11M +$3.11M +34,873 New
RWA
311
Redhawk Wealth Advisors
Minnesota
$3.09M -$298K -3,341 -9%
MFGP
312
Marshall Financial Group (Pennsylvania)
Pennsylvania
$3.09M +$937K +10,523 +44%
H
313
HoyleCohen
California
$3.09M +$859K +9,649 +39%
KA
314
Kovack Advisors
Florida
$3.03M -$740K -8,309 -20%
CFG
315
Citizens Financial Group
Rhode Island
$3.02M +$1.89M +21,205 +166%
WANY
316
Wealthspire Advisors (New York)
New York
$3.01M +$3.01M +33,842 New
HWA
317
Hillcrest Wealth Advisors
New Jersey
$3.01M +$163K +1,830 +6%
TPWA
318
TRUE Private Wealth Advisors
Oregon
$2.97M +$23.9K +268 +0.8%
MAG
319
Mokosak Advisory Group
Iowa
$2.97M +$2.97M +33,338 New
CG
320
Colony Group
Massachusetts
$2.97M +$24.3K +273 +0.8%
OCPWS
321
One Charles Private Wealth Services
Massachusetts
$2.91M -$67.9K -762 -2%
CAM
322
Cresset Asset Management
Illinois
$2.88M -$1.68M -18,876 -37%
NNP
323
Nachman Norwood & Parrott
South Carolina
$2.85M -$251K -2,821 -8%
SG
324
StoneX Group
New York
$2.84M -$58.2K -653 -2%
CB
325
Commerce Bank
Missouri
$2.84M -$189K -2,127 -6%
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