VTV icon

Vanguard Value ETF
VTV

Overview Fund Activity

701 hedge funds and large institutions have $25.5B invested in Vanguard Value ETF in 2018 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 292 increasing their positions, 243 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
701
Holders Change
-15
Holders Change %
-2.09%
% of All Funds
16.07%
Holding in Top 10
94
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-6.93%
% of All Funds
2.15%
New
45
Increased
292
Reduced
243
Closed
52
Calls
$4.87M
Puts
$6.21M
Net Calls
-$1.34M
Net Calls Change
-$1.58M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$2.1B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$299M
3
UBS Group
UBS Group
Switzerland
+$125M
4
CWM
Cornerstone Wealth Management
Missouri
+$70.6M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$50.5M

Top Sellers

1
HI
Horizon Investments
North Carolina
-$83M
2
PPFA
Provida Pension Fund Administrator
Chile
-$32M
3
KIM
Karpus Investment Management
New York
-$24M
4
QIM
Quantitative Investment Management
Virginia
-$21.5M
5
PI
PFS Investments
Georgia
-$18.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFAS
351
Level Four Advisory Services
Texas
$982K -$4.36K -42 -0.4%
PCP
352
Proficio Capital Partners
Massachusetts
$980K -$444K -4,270 -31%
HB
353
Homrich & Berg
Georgia
$974K +$159K +1,532 +20%
MFT
354
Moisand Fitzgerald Tamayo
Florida
$968K -$35.7K -344 -4%
VCA
355
Verdence Capital Advisors
Maryland
$958K -$273K -2,631 -22%
AF
356
Affiance Financial
Minnesota
$955K -$12.5K -120 -1%
CWS
357
Cypress Wealth Services
California
$955K +$112K +1,079 +13%
AWA
358
Arete Wealth Advisors
Illinois
$954K +$187K +1,806 +24%
LSA
359
L & S Advisors
California
$953K +$15.7K +151 +2%
HCIA
360
Hochman Cole Investment Advisors
Illinois
$919K -$14.8K -143 -2%
JSL
361
JT Stratford LLC
Georgia
$915K -$13.2M -8,006 -93%
AL
362
Aspiriant LLC
California
$914K – – –
Citadel Advisors
363
Citadel Advisors
Florida
$895K +$895K +8,618 New
LP
364
LGL Partners
Pennsylvania
$894K -$38.3K -369 -4%
WAM
365
Wealthspire Advisors (Maryland)
Maryland
$885K -$33K -318 -4%
VFA
366
Valeo Financial Advisors
Indiana
$881K +$614K +5,669 +230%
GAM
367
Gould Asset Management
California
$878K -$76.8K -740 -8%
GIA
368
Guyasuta Investment Advisors
Pennsylvania
$878K +$385K +3,704 +78%
DWM
369
Doyle Wealth Management
Florida
$876K -$4.05K -39 -0.5%
EK
370
Evensky & Katz
Florida
$876K +$5.3K +51 +0.6%
PCIA
371
Prime Capital Investment Advisors
Kansas
$863K +$251K +2,415 +41%
HPC
372
HM Payson & Co
Maine
$859K +$524K +5,038 +156%
KJWM
373
Kiley Juergens Wealth Management
Washington
$852K +$28.1K +271 +3%
IIC
374
Integrated Investment Consultants
Michigan
$850K -$3.95K -38 -0.5%
SAM
375
Silvercrest Asset Management
New York
$847K – – –
13 14
15
16 17