VTV icon

Vanguard Value ETF
VTV

Overview Fund Activity

739 hedge funds and large institutions have $29.9B invested in Vanguard Value ETF in 2018 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 290 increasing their positions, 230 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
739
Holders Change
+38
Holders Change %
+5.42%
% of All Funds
16.92%
Holding in Top 10
104
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+10.64%
% of All Funds
2.38%
New
78
Increased
290
Reduced
230
Closed
35
Calls
$5.98M
Puts
$6.04M
Net Calls
-$66K
Net Calls Change
+$1.28M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$1.85B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$461M
3
Morgan Stanley
Morgan Stanley
New York
+$97.9M
4
Bank of America
Bank of America
North Carolina
+$88.4M
5
UBS Group
UBS Group
Switzerland
+$70.2M

Top Sellers

1
Betterment LLC
Betterment LLC
New York
-$258M
2
PPFA
Provida Pension Fund Administrator
Chile
-$41.1M
3
TAIM
TD Ameritrade Investment Management
Nebraska
-$32.1M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$22.1M
5
FA
FDx Advisors
Illinois
-$19.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
HTC
376
Haverford Trust Company
Pennsylvania
$980K -$189K -1,711 -16%
HCIA
377
Hochman Cole Investment Advisors
Illinois
$980K – – –
Koshinski Asset Management
378
Koshinski Asset Management
Illinois
$964K +$539K +4,868 +127%
KJWM
379
Kiley Juergens Wealth Management
Washington
$961K +$52.5K +475 +6%
DWM
380
Doyle Wealth Management
Florida
$960K +$26.2K +237 +3%
SNBOSCI
381
Security National Bank of Sioux City Iowa
Iowa
$960K +$960K +8,673 New
GAM
382
Gould Asset Management
California
$954K +$17.7K +160 +2%
LP
383
LGL Partners
Pennsylvania
$953K – – –
LFAS
384
Level Four Advisory Services
Texas
$952K -$95.1K -859 -9%
AWA
385
Arete Wealth Advisors
Illinois
$949K -$68.4K -618 -7%
WAM
386
Wealthspire Advisors (Maryland)
Maryland
$943K – – –
LWAC
387
Laurel Wealth Advisors (California)
California
$941K +$39.3K +355 +4%
EK
388
Evensky & Katz
Florida
$934K – – –
BUB
389
BBVA USA Bancshares
Texas
$913K +$577K +5,216 +172%
IIC
390
Integrated Investment Consultants
Michigan
$906K – – –
W
391
Wealthfront
California
$899K -$500K -4,516 -36%
WGCA
392
Wolf Group Capital Advisors
Virginia
$896K +$217K +1,961 +32%
SAM
393
Silvercrest Asset Management
New York
$886K -$16.6K -150 -2%
NB
394
Nicolet Bankshares
Wisconsin
$883K +$56K +506 +7%
RMAM
395
Raab & Moskowitz Asset Management
New Jersey
$871K +$13.1K +118 +2%
CL
396
CPWM LLC
Washington
$868K +$84K +759 +11%
FIM
397
Frontier Investment Management
Texas
$865K +$93.1K +841 +12%
VFA
398
Valeo Financial Advisors
Indiana
$860K +$5.88K +56 +0.7%
TNB
399
Thomasville National Bank
Georgia
$859K +$56K +506 +7%
APP
400
Avantax Planning Partners
Iowa
$858K -$31.1K -281 -3%
14 15
16
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