VTV icon

Vanguard Value ETF
VTV

Overview Fund Activity

558 hedge funds and large institutions have $17.3B invested in Vanguard Value ETF in 2017 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 231 increasing their positions, 167 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
558
Holders Change
+29
Holders Change %
+5.48%
% of All Funds
13.91%
Holding in Top 10
88
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.12%
% of All Funds
2.19%
New
62
Increased
231
Reduced
167
Closed
27
Calls
$1.52M
Puts
$1.59M
Net Calls
-$71K
Net Calls Change
+$465K

Top Buyers

1
PPFA
Provida Pension Fund Administrator
Chile
+$494M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$280M
3
Ameriprise
Ameriprise
Minnesota
+$217M
4
UBS Group
UBS Group
Switzerland
+$193M
5
Betterment LLC
Betterment LLC
New York
+$174M

Top Sellers

1
HI
Horizon Investments
North Carolina
-$107M
2
DCM
Dupont Capital Management
Delaware
-$36.3M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$22.6M
4
CMO
Covenant Multifamily Offices
Texas
-$14.4M
5
MIH
Madison Investment Holdings
Wisconsin
-$14.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
DY
351
Dowling & Yahnke
California
$602K -$126K -1,320 -17%
WA
352
WFG Advisors
Texas
$600K -$445K -4,662 -43%
WFWM
353
Wechter Feldman Wealth Management
New Jersey
$595K – – –
CIAS
354
Capital Investment Advisory Services
North Carolina
$594K +$140K +1,472 +31%
RFC
355
Regions Financial Corp
Alabama
$583K +$11.6K +122 +2%
BF
356
BOK Financial
Oklahoma
$582K +$86.1K +903 +17%
LNWWM
357
Laird Norton Wetherby Wealth Management
California
$577K – – –
CA
358
Continuum Advisory
Idaho
$565K +$565K +5,922 New
GA
359
Geneva Advisors
Illinois
$564K +$175K +1,834 +45%
BFIM
360
Beese Fulmer Investment Management
Ohio
$562K – – –
WGCA
361
Wolf Group Capital Advisors
Virginia
$558K -$4.77K -50 -0.8%
AAM
362
Aureus Asset Management
Massachusetts
$552K – – –
EFS
363
Edelman Financial Services
Virginia
$547K -$2K -21 -0.4%
BCM
364
Becker Capital Management
Oregon
$547K – – –
ACS
365
Archford Capital Strategies
Illinois
$544K +$85.6K +898 +19%
IWA
366
Inspirion Wealth Advisors
Illinois
$530K +$286 +3 +0.1%
HB
367
Homrich & Berg
Georgia
$529K +$95 +1 +0%
MWM
368
Meridian Wealth Management
Kentucky
$524K +$524K +5,493 New
SBH
369
Segall Bryant & Hamill
Illinois
$523K +$103K +1,084 +25%
Mirae Asset Global Investments
370
Mirae Asset Global Investments
South Korea
$515K +$515K +5,400 New
EWM
371
Evercore Wealth Management
New York
$504K – – –
AC
372
Alexandria Capital
Virginia
$502K +$42.1K +441 +9%
GS
373
Girard Securities
California
$498K -$50.7K -531 -9%
SFM
374
Signature Financial Management
Virginia
$492K – – –
SG Americas Securities
375
SG Americas Securities
New York
$479K -$261K -2,736 -35%
13 14
15
16 17