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Vanguard Value ETF
VTV

Overview Fund Activity

433 hedge funds and large institutions have $13.3B invested in Vanguard Value ETF in 2016 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 180 increasing their positions, 128 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
433
Holders Change
+33
Holders Change %
+8.25%
% of All Funds
11.57%
Holding in Top 10
74
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.71%
% of All Funds
1.98%
New
52
Increased
180
Reduced
128
Closed
14
Calls
$7.75M
Puts
$1.19M
Net Calls
+$6.57M
Net Calls Change
+$1.19M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$1.66B
2
Bank of America
Bank of America
North Carolina
$3.37B
3
Betterment LLC
Betterment LLC
New York
$552M
4
UBS Group
UBS Group
Switzerland
$628M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$49.3M

Top Sellers

1
LPL Financial
LPL Financial
California
$7.36M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$691M
3
TAIM
TD Ameritrade Investment Management
Nebraska
$529M
4
DWM
Destination Wealth Management
California
$3.4M
5
AIG
American International Group
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
376
Cutler Group
California
$166K +$84.2K +994 +103%
IWM
377
Integrated Wealth Management
California
$163K +$163K +1,919 New
OSNBOA
378
Old Second National Bank of Aurora
Illinois
$161K -$12.7K -150 -7%
MWM
379
MinichMacGregor Wealth Management
New York
$152K -$9.72K -115 -6%
LWCFA
380
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$140K – – –
CCM
381
Cribstone Capital Management
Maine
$138K +$138K +1,620 New
PWM
382
Perigon Wealth Management
California
$129K +$129K +1,521 New
FMII
383
Farmers & Merchants Investments Inc
Nebraska
$116K – – –
ACM
384
Armbruster Capital Management
New York
$116K – – –
IFA
385
Interactive Financial Advisors
Illinois
$114K +$114K +1,338 New
PMFA
386
Plante Moran Financial Advisors
Michigan
$111K – – –
WRM
387
Westport Resources Management
Connecticut
$110K – – –
WAS
388
Winch Advisory Services
Wisconsin
$107K +$107K +1,257 New
DSC
389
Duncker Streett & Co
Missouri
$104K +$340 +4 +0.3%
WP
390
WealthPLAN Partners
Nebraska
$103K +$103K +2,523 New
WEC
391
Winslow Evans & Crocker
Massachusetts
$97.7K +$89.2K +1,050 +1,050%
BC
392
Bartlett & Co
Ohio
$97K +$97K +1,142 New
MPWT
393
MassMutual Private Wealth & Trust
Connecticut
$92.4K – – –
NSIM
394
North Star Investment Management
Illinois
$91K – – –
SIG
395
Stanford Investment Group
California
$88K – – –
ADL
396
Asset Dedication LLC
California
$87K +$30.6K +358 +54%
HNB
397
Huntington National Bank
Ohio
$85K – – –
S
398
SignatureFD
Georgia
$84K – – –
WTB
399
Washington Trust Bank
Washington
$83K +$57.6K +682 +227%
GBBWRPM
400
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$82K +$43.1K +512 +111%
14 15
16
17 18