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 %
PL
351
Plancorp LLC
Missouri
$1.15M +$24K +226 +2%
WI
352
WrapManager Inc
California
$1.15M +$2.76K +26 +0.2%
TFS
353
TrustCore Financial Services
Tennessee
$1.14M +$1.14M +10,764 New
SCM
354
SCS Capital Management
Massachusetts
$1.14M -$25.9M -243,408 -96%
GAM
355
Gould Asset Management
California
$1.14M -$23.4K -220 -2%
HTC
356
Haverford Trust Company
Pennsylvania
$1.13M +$421K +3,964 +59%
AWA
357
Arete Wealth Advisors
Illinois
$1.11M +$165K +1,554 +17%
CA
358
Cornerstone Advisory
Maryland
$1.09M +$649K +6,100 +147%
AF
359
Affiance Financial
Minnesota
$1.09M -$24.9K -234 -2%
BF
360
BOK Financial
Oklahoma
$1.06M +$2.45K +23 +0.2%
TDC
361
Thompson Davis & Co
Virginia
$1.06M +$133K +1,247 +14%
DP
362
DDD Partners
Washington
$1.06M +$1.06M +9,967 New
TCM
363
Tradition Capital Management
New Jersey
$1.05M -$12.9K -121 -1%
QCG
364
Quadrant Capital Group
Ohio
$1.05M – – –
LPIC
365
LeJeune Puetz Investment Counsel
Michigan
$1.03M +$21.3K +200 +2%
OIA
366
OneDigital Investment Advisors
Kansas
$1.01M +$207K +1,947 +26%
HCIA
367
Hochman Cole Investment Advisors
Illinois
$1M -$60K -564 -6%
JWM
368
Janiczek Wealth Management
Colorado
$998K – – –
LRIA
369
Leonard Rickey Investment Advisors
Washington
$994K +$994K +9,349 New
PO
370
Private Ocean
California
$984K -$1.7K -16 -0.2%
BC
371
Brinker Capital
Pennsylvania
$982K +$982K +9,232 New
WA
372
WBH Advisory
Maryland
$959K +$40.2K +378 +4%
AW
373
ACG Wealth
Georgia
$959K +$959K +9,022 New
LP
374
LGL Partners
Pennsylvania
$955K – – –
FHA
375
Flagship Harbor Advisors
Massachusetts
$932K +$1.73K +16 +0.2%
13 14
15
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