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Vanguard Value ETF
VTV

Overview Fund Activity

400 hedge funds and large institutions have $11.9B invested in Vanguard Value ETF in 2016 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 168 increasing their positions, 121 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
400
Holders Change
+11
Holders Change %
+2.83%
% of All Funds
10.68%
Holding in Top 10
70
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.48%
% of All Funds
1.87%
New
47
Increased
168
Reduced
121
Closed
31
Calls
$6.54M
Puts
$1.16M
Net Calls
+$5.38M
Net Calls Change
+$275K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$178M
2
Morgan Stanley
Morgan Stanley
New York
+$85.4M
3
Betterment LLC
Betterment LLC
New York
+$80.8M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$48.3M
5
EWA
EP Wealth Advisors
California
+$46.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$132M
2
BIM
BlackRock Investment Management
Delaware
-$52.1M
3
Goldman Sachs
Goldman Sachs
New York
-$50.6M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$19.3M
5
Natixis Advisors
Natixis Advisors
Massachusetts
-$18.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWP
351
Hefty Wealth Partners
Indiana
$186K – – –
OSNBOA
352
Old Second National Bank of Aurora
Illinois
$169K +$18.5K +225 +12%
MWM
353
MinichMacGregor Wealth Management
New York
$157K +$20.5K +250 +15%
PG
354
Patten Group
Tennessee
$155K +$7.83K +95 +5%
LWCFA
355
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$136K – – –
ACM
356
Armbruster Capital Management
New York
$113K -$1.41M -17,028 -93%
FMII
357
Farmers & Merchants Investments Inc
Nebraska
$112K – – –
WRM
358
Westport Resources Management
Connecticut
$107K -$54.5K -660 -34%
PMFA
359
Plante Moran Financial Advisors
Michigan
$107K – – –
TFA
360
Transamerica Financial Advisors
Florida
$104K +$94.1K +1,135 +954%
DSC
361
Duncker Streett & Co
Missouri
$100K +$82 +1 +0.1%
WAM
362
Wealthspire Advisors (Maryland)
Maryland
$95K – – –
MPWT
363
MassMutual Private Wealth & Trust
Connecticut
$89.6K – – –
NSIM
364
North Star Investment Management
Illinois
$89K – – –
Carson Wealth (CWM LLC)
365
Carson Wealth (CWM LLC)
Nebraska
$88K -$92.4K -1,125 -51%
KF
366
Krilogy Financial
Missouri
$86K +$86K +1,045 New
SIG
367
Stanford Investment Group
California
$85K +$53.3K +650 +168%
S
368
SignatureFD
Georgia
$81K -$45.4K -554 -36%
CG
369
Cutler Group
California
$79K +$52.4K +640 +197%
DBT
370
Dubuque Bank & Trust
Iowa
$77K – – –
GBT
371
Grove Bank & Trust
Florida
$72K – – –
WAS
372
WESPAC Advisors SoCal
California
$68.3K +$68.3K +829 New
JAM
373
JCIC Asset Management
Ontario, Canada
$60K – – –
AIC
374
Ayalon Insurance Company
Israel
$55K +$1.08K +13 +2%
ADL
375
Asset Dedication LLC
California
$54K -$17.3K -212 -24%
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15
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