VTV icon

Vanguard Value ETF
VTV

Overview Fund Activity

998 hedge funds and large institutions have $31.5B invested in Vanguard Value ETF in 2020 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 413 increasing their positions, 373 reducing their positions, and 166 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
998
Holders Change
-98
Holders Change %
-8.94%
% of All Funds
22.05%
Holding in Top 10
140
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-7.28%
% of All Funds
3.09%
New
84
Increased
413
Reduced
373
Closed
166
Calls
$10.7M
Puts
$4.37M
Net Calls
+$6.35M
Net Calls Change
+$1.87M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$578M
2
Morgan Stanley
Morgan Stanley
New York
+$512M
3
TF
TIAA FSB
Florida
+$176M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$148M
5
Natixis Advisors
Natixis Advisors
Massachusetts
+$130M

Top Sellers

1
JFA
Johanson Financial Advisors
California
-$268M
2
CIAS
CBIZ Investment Advisory Services
Ohio
-$151M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$86.7M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$57.8M
5
ZCA
Zeke Capital Advisors
Pennsylvania
-$57.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIAS
351
Shine Investment Advisory Services
Colorado
$2.38M -$31K -348 -1%
UBV
352
United Bank (Virginia)
Virginia
$2.38M +$414K +4,649 +21%
LFG
353
LifePlan Financial Group
Ohio
$2.36M -$37.7K -423 -2%
CIC
354
Cutler Investment Counsel
Oregon
$2.36M +$309K +3,464 +15%
EA
355
Elm Advisors
California
$2.35M +$267 +3 +0%
IWC
356
Integrated Wealth Concepts
Massachusetts
$2.34M -$879K -9,876 -27%
EWM
357
Executive Wealth Management
Michigan
$2.32M +$2.01M +22,528 +633%
WA
358
Waddell & Associates
Tennessee
$2.31M -$26.3M -295,313 -92%
IA
359
IFG Advisory
Georgia
$2.3M +$253K +2,845 +12%
TA
360
Tiedemann Advisors
New York
$2.28M +$588K +6,599 +35%
MAS
361
Madden Advisory Services
Florida
$2.27M +$895K +10,050 +65%
FTUS
362
Flow Traders U.S.
New York
$2.26M +$2.26M +25,412 New
MG
363
MilWealth Group
Wisconsin
$2.26M +$534 +6 +0%
CIBC Private Wealth Group
364
CIBC Private Wealth Group
Georgia
$2.22M +$1.96K +22 +0.1%
PFO
365
Pathstone Family Office
New Jersey
$2.2M +$2.18M +24,449 +11,113%
DWM
366
Destination Wealth Management
California
$2.2M -$34.7K -390 -2%
NEAM
367
New England Asset Management
Connecticut
$2.18M – – –
BFEC
368
Benjamin F. Edwards & Company
Missouri
$2.18M -$28.9K -324 -1%
WA
369
Wilshire Advisors
California
$2.16M +$143K +1,610 +7%
TCM
370
Twin Capital Management
Pennsylvania
$2.16M +$143K +1,610 +7%
GWM
371
Gray Wealth Management
Maine
$2.15M +$2.15M +24,218 New
ACP
372
Aveo Capital Partners
Colorado
$2.14M -$285K -3,203 -12%
CWS
373
Cypress Wealth Services
California
$2.14M +$145K +1,632 +7%
VC
374
Vicus Capital
Pennsylvania
$2.13M -$187K -2,094 -8%
TNB
375
TCF National Bank
South Dakota
$2.12M +$8.01K +90 +0.4%
13 14
15
16 17