VTV icon

Vanguard Value ETF
VTV

Overview Fund Activity

700 hedge funds and large institutions have $23.9B invested in Vanguard Value ETF in 2017 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 261 increasing their positions, 193 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
+117
Holders Change %
+20.07%
% of All Funds
15.9%
Holding in Top 10
112
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+20.43%
% of All Funds
2.54%
New
148
Increased
261
Reduced
193
Closed
26
Calls
$701K
Puts
$3.4M
Net Calls
-$2.7M
Net Calls Change
-$4.49M

Top Buyers

1
HI
Horizon Investments
North Carolina
+$144M
2
LPL Financial
LPL Financial
California
+$120M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$120M
4
Bank of America
Bank of America
North Carolina
+$102M
5
UBS Group
UBS Group
Switzerland
+$100M

Top Sellers

1
Betterment LLC
Betterment LLC
New York
-$241M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$65.5M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$52.6M
4
ICOA
Investment Centers of America
North Dakota
-$51.8M
5
Ameriprise
Ameriprise
Minnesota
-$47.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
NSAM
326
North Star Asset Management
Wisconsin
$1.41M +$31.9K +300 +2%
IWC
327
Integrated Wealth Concepts
Massachusetts
$1.41M +$1.41M +12,965 New
ODG
328
O'Dell Group
Ohio
$1.4M -$145K -1,363 -9%
FAAS
329
First Allied Advisory Services
California
$1.37M -$18.3K -172 -1%
CAC
330
Certified Advisory Corp
Florida
$1.36M +$1.36M +12,779 New
BJL
331
Brighton Jones LLC
Washington
$1.35M -$384K -3,612 -22%
IWM
332
IHT Wealth Management
Illinois
$1.34M +$430K +3,966 +47%
PCA
333
Personal Capital Advisors
California
$1.32M +$639K +6,010 +94%
TA
334
Tiedemann Advisors
New York
$1.31M -$310K -2,915 -19%
MAS
335
Madden Advisory Services
Florida
$1.31M +$80.9K +761 +7%
PCP
336
Proficio Capital Partners
Massachusetts
$1.3M +$87.9K +827 +7%
CAPTRUST Financial Advisors
337
CAPTRUST Financial Advisors
North Carolina
$1.28M -$11.5K -108 -0.9%
AIA
338
AIMZ Investment Advisors
California
$1.28M +$171K +1,604 +15%
AWS
339
AJ Wealth Strategies
New York
$1.26M +$2.98K +28 +0.2%
PFM
340
Parsec Financial Management
North Carolina
$1.25M -$7.34K -69 -0.6%
TFCP
341
Twin Focus Capital Partners
Massachusetts
$1.25M -$13.9K -131 -1%
CAM
342
Carret Asset Management
New York
$1.23M -$76.1K -716 -6%
GLA
343
Great Lakes Advisors
Illinois
$1.22M – – –
MSA
344
Marino Stram & Associates
Massachusetts
$1.21M +$1.21M +11,410 New
AWM
345
AE Wealth Management
Kansas
$1.21M +$422K +3,967 +54%
FUBT
346
First United Bank & Trust
Maryland
$1.19M +$274K +2,581 +30%
NFG
347
NewFocus Financial Group
Washington
$1.19M +$2.66K +25 +0.2%
IWP
348
Icon Wealth Partners
Texas
$1.18M +$1.18M +11,075 New
DHFB
349
Dixon Hubard Feinour & Brown
Virginia
$1.16M -$6.91K -65 -0.6%
KFA
350
Kays Financial Advisory
Georgia
$1.16M +$3.3K +31 +0.3%
12 13
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