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Vanguard Value ETF
VTV

Overview Fund Activity

700 hedge funds and large institutions have $23.9B invested in Vanguard Value ETF in 2017 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 261 increasing their positions, 193 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
+117
Holders Change %
+20.07%
% of All Funds
15.9%
Holding in Top 10
112
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+20.43%
% of All Funds
2.54%
New
148
Increased
261
Reduced
193
Closed
26
Calls
$701K
Puts
$3.4M
Net Calls
-$2.7M
Net Calls Change
-$4.49M

Top Buyers

1
HI
Horizon Investments
North Carolina
+$144M
2
LPL Financial
LPL Financial
California
+$120M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$120M
4
Bank of America
Bank of America
North Carolina
+$102M
5
UBS Group
UBS Group
Switzerland
+$100M

Top Sellers

1
Betterment LLC
Betterment LLC
New York
-$241M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$65.5M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$52.6M
4
ICOA
Investment Centers of America
North Dakota
-$51.8M
5
Ameriprise
Ameriprise
Minnesota
-$47.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
376
Carson Wealth (CWM LLC)
Nebraska
$932K +$185K +1,738 +25%
WAM
377
Wealthspire Advisors (Maryland)
Maryland
$930K -$72.4K -681 -7%
LSA
378
L & S Advisors
California
$930K +$2.34K +22 +0.3%
Bank of Nova Scotia
379
Bank of Nova Scotia
Ontario, Canada
$904K – – –
NB
380
Nicolet Bankshares
Wisconsin
$893K +$3.62K +34 +0.4%
GC
381
Gilbert & Cook
Iowa
$887K -$36.8K -346 -4%
EK
382
Evensky & Katz
Florida
$886K +$5.31K +50 +0.6%
DWM
383
Doyle Wealth Management
Florida
$882K -$46.4K -436 -5%
JSL
384
JT Stratford LLC
Georgia
$876K -$304K -2,861 -26%
LSAG
385
Lake Street Advisors Group
New Hampshire
$872K +$872K +8,205 New
SAM
386
Silvercrest Asset Management
New York
$867K -$9.57K -90 -1%
JFA
387
JNBA Financial Advisors
Minnesota
$866K -$32.3K -304 -4%
CT
388
CPF Texas
Texas
$848K +$848K +7,983 New
KJWM
389
Kiley Juergens Wealth Management
Washington
$834K +$834K +7,845 New
LFAS
390
Level Four Advisory Services
Texas
$829K +$62.3K +586 +8%
CWS
391
Cypress Wealth Services
California
$818K +$818K +7,696 New
NB
392
Northwest Bancshares
Pennsylvania
$816K +$816K +7,678 New
APP
393
Avantax Planning Partners
Iowa
$815K -$489K -4,594 -37%
RFC
394
Regions Financial Corp
Alabama
$813K +$15.6K +147 +2%
RMAM
395
Raab & Moskowitz Asset Management
New Jersey
$812K -$141K -1,324 -15%
TC
396
Toews Corporation
New Jersey
$812K +$109K +1,022 +15%
RW
397
REDW Wealth
New Mexico
$806K +$34.2K +322 +4%
TC
398
Trust Company
Kansas
$803K – – –
MJRIC
399
Mogy Joel R Investment Counsel
California
$776K -$42.5K -400 -5%
BA
400
Bristlecone Advisors
Washington
$774K -$42.6K -400 -5%
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