VTV icon

Vanguard Value ETF
VTV

Overview Fund Activity

716 hedge funds and large institutions have $22.9B invested in Vanguard Value ETF in 2018 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 290 increasing their positions, 243 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
716
Holders Change
+16
Holders Change %
+2.29%
% of All Funds
16.43%
Holding in Top 10
101
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-9.82%
% of All Funds
2.32%
New
75
Increased
290
Reduced
243
Closed
54
Calls
$9.51M
Puts
$9.28M
Net Calls
+$236K
Net Calls Change
+$2.94M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$111M
2
UBS Group
UBS Group
Switzerland
+$108M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$107M
4
LPL Financial
LPL Financial
California
+$94.8M
5
Betterment LLC
Betterment LLC
New York
+$72.5M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$259M
2
HI
Horizon Investments
North Carolina
-$207M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$91.2M
4
BB
Bell Bank
North Dakota
-$75.7M
5
Ameriprise
Ameriprise
Minnesota
-$70.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
376
Focused Wealth Management
New York
$897K -$2.62M -25,411 -75%
IWP
377
Icon Wealth Partners
Texas
$885K -$257K -2,496 -23%
JSL
378
JT Stratford LLC
Georgia
$884K +$33.4K +324 +4%
CT
379
CPF Texas
Texas
$879K +$55.2K +535 +7%
DWM
380
Doyle Wealth Management
Florida
$875K +$19.4K +188 +2%
EK
381
Evensky & Katz
Florida
$865K +$5.05K +49 +0.6%
IIC
382
Integrated Investment Consultants
Michigan
$849K +$849K +8,224 New
SAM
383
Silvercrest Asset Management
New York
$841K – – –
CWS
384
Cypress Wealth Services
California
$837K +$43.1K +418 +5%
EVM
385
Eaton Vance Management
Massachusetts
$834K +$417K +4,042 +100%
RFC
386
Regions Financial Corp
Alabama
$825K +$35.7K +346 +5%
CP
387
Castleview Partners
Texas
$823K +$823K +7,976 New
KJWM
388
Kiley Juergens Wealth Management
Washington
$819K +$9.9K +96 +1%
PCA
389
Personal Capital Advisors
California
$818K -$463K -4,486 -36%
GC
390
Gilbert & Cook
Iowa
$817K -$44.5K -431 -5%
Two Sigma Advisers
391
Two Sigma Advisers
New York
$815K +$815K +7,900 New
HB
392
Homrich & Berg
Georgia
$810K +$58.7K +569 +8%
JFA
393
JNBA Financial Advisors
Minnesota
$809K -$31.5K -305 -4%
WA
394
WBH Advisory
Maryland
$796K -$135K -1,306 -14%
NB
395
Northwest Bancshares
Pennsylvania
$792K – – –
APP
396
Avantax Planning Partners
Iowa
$790K – – –
RMAM
397
Raab & Moskowitz Asset Management
New Jersey
$784K -$4.44K -43 -0.6%
CL
398
CPWM LLC
Washington
$778K +$156K +1,510 +25%
AWA
399
Arete Wealth Advisors
Illinois
$762K -$317K -3,075 -29%
VCM
400
Versant Capital Management
Arizona
$759K +$26.3K +255 +4%
14 15
16
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