VTV icon

Vanguard Value ETF
VTV

Overview Fund Activity

716 hedge funds and large institutions have $22.9B invested in Vanguard Value ETF in 2018 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 290 increasing their positions, 243 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
716
Holders Change
+16
Holders Change %
+2.29%
% of All Funds
16.43%
Holding in Top 10
101
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-9.82%
% of All Funds
2.32%
New
75
Increased
290
Reduced
243
Closed
54
Calls
$9.51M
Puts
$9.28M
Net Calls
+$236K
Net Calls Change
+$2.94M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$111M
2
UBS Group
UBS Group
Switzerland
+$108M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$107M
4
LPL Financial
LPL Financial
California
+$94.8M
5
Betterment LLC
Betterment LLC
New York
+$72.5M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$259M
2
HI
Horizon Investments
North Carolina
-$207M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$91.2M
4
BB
Bell Bank
North Dakota
-$75.7M
5
Ameriprise
Ameriprise
Minnesota
-$70.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PL
351
Plancorp LLC
Missouri
$1.11M -$7.75K -75 -0.7%
TDC
352
Thompson Davis & Co
Virginia
$1.11M +$77.1K +747 +7%
HTC
353
Haverford Trust Company
Pennsylvania
$1.09M -$7.33K -71 -0.7%
OIA
354
OneDigital Investment Advisors
Kansas
$1.06M +$76.7K +744 +8%
NFG
355
NewFocus Financial Group
Washington
$1.05M -$99.6K -965 -9%
IFWM
356
Institute for Wealth Management
Colorado
$1.05M +$1.05M +10,067 New
LRIA
357
Leonard Rickey Investment Advisors
Washington
$1.04M +$74.7K +724 +8%
WI
358
WrapManager Inc
California
$1.03M -$83.7K -812 -8%
CA
359
Cornerstone Advisory
Maryland
$1.03M -$30.9K -300 -3%
BF
360
BOK Financial
Oklahoma
$1.01M -$20K -194 -2%
Carson Wealth (CWM LLC)
361
Carson Wealth (CWM LLC)
Nebraska
$1M +$98.7K +957 +11%
MFT
362
Moisand Fitzgerald Tamayo
Florida
$998K -$1.57M -15,245 -61%
LFAS
363
Level Four Advisory Services
Texas
$980K +$176K +1,704 +22%
TC
364
Toews Corporation
New Jersey
$974K +$186K +1,805 +24%
AF
365
Affiance Financial
Minnesota
$962K -$94K -911 -9%
TRCT
366
Tower Research Capital (TRC)
New York
$959K +$959K +9,298 New
GAM
367
Gould Asset Management
California
$949K -$152K -1,475 -14%
WAM
368
Wolverine Asset Management
Illinois
$942K -$1.75M -16,951 -65%
LSA
369
L & S Advisors
California
$931K +$28.6K +277 +3%
HCIA
370
Hochman Cole Investment Advisors
Illinois
$928K -$41.9K -406 -4%
LP
371
LGL Partners
Pennsylvania
$927K – – –
WAM
372
Wealthspire Advisors (Maryland)
Maryland
$912K +$9.8K +95 +1%
AL
373
Aspiriant LLC
California
$908K +$437K +4,239 +93%
Janus Henderson Group
374
Janus Henderson Group
United Kingdom
$905K -$1.98M -19,229 -69%
FHA
375
Flagship Harbor Advisors
Massachusetts
$903K +$34.2K +339 +4%
13 14
15
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