VTV icon

Vanguard Value ETF
VTV

Overview Fund Activity

440 hedge funds and large institutions have $14.1B invested in Vanguard Value ETF in 2016 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 198 increasing their positions, 130 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
440
Holders Change
+7
Holders Change %
+1.62%
% of All Funds
11.76%
Holding in Top 10
79
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+6.76%
% of All Funds
2.11%
New
33
Increased
198
Reduced
130
Closed
19
Calls
$4.99M
Puts
$1.88M
Net Calls
+$3.11M
Net Calls Change
-$3.46M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$3.69B
2
Betterment LLC
Betterment LLC
New York
$674M
3
UBS Group
UBS Group
Switzerland
$719M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$554M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$1.73B

Top Sellers

1
PPFA
Provida Pension Fund Administrator
Chile
$375M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$267K
3
Fidelity Investments
Fidelity Investments
Massachusetts
$685M
4
MIH
Madison Investment Holdings
Wisconsin
$11.9M
5
AIA
Arrow Investment Advisors
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BEAM
376
Baker Ellis Asset Management
Washington
$173K +$348 +4 +0.2%
IWM
377
Integrated Wealth Management
California
$167K +$174 +2 +0.1%
IFA
378
Interactive Financial Advisors
Illinois
$167K +$50.3K +577 +43%
PMFA
379
Plante Moran Financial Advisors
Michigan
$162K +$48.5K +557 +43%
MWM
380
MinichMacGregor Wealth Management
New York
$158K +$1.82K +21 +1%
LWCFA
381
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$144K – – –
CCM
382
Cribstone Capital Management
Maine
$139K – – –
KF
383
Krilogy Financial
Missouri
$137K +$70K +806 +105%
PWM
384
Perigon Wealth Management
California
$132K – – –
ACM
385
Armbruster Capital Management
New York
$119K – – –
FMII
386
Farmers & Merchants Investments Inc
Nebraska
$118K – – –
TF
387
Tompkins Financial
New York
$108K -$11M -126,908 -99%
DSC
388
Duncker Streett & Co
Missouri
$107K +$436 +5 +0.4%
VIA
389
Vantage Investment Advisors
Pennsylvania
$99K -$722K -8,279 -88%
NSIM
390
North Star Investment Management
Illinois
$99K +$5.56K +64 +6%
Carson Wealth (CWM LLC)
391
Carson Wealth (CWM LLC)
Nebraska
$91K +$9.77K +112 +12%
SIG
392
Stanford Investment Group
California
$90K – – –
JFA
393
JNBA Financial Advisors
Minnesota
$89K -$1.08M -12,419 -92%
S
394
SignatureFD
Georgia
$89K +$2.79K +32 +3%
WTB
395
Washington Trust Bank
Washington
$83K -$2.35K -27 -3%
DBT
396
Dubuque Bank & Trust
Iowa
$82K – – –
AA
397
Apriem Advisors
California
$81K +$81K +930 New
GBT
398
Grove Bank & Trust
Florida
$76K – – –
WAM
399
Wealthspire Advisors (Maryland)
Maryland
$76K – – –
WP
400
WealthPLAN Partners
Nebraska
$70.2K -$147K -1,709 -68%
14 15
16
17 18