VTV icon

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 %
HB
401
Homrich & Berg
Georgia
$774K +$181K +1,706 +31%
LC
402
Lourd Capital
California
$761K – – –
NFG
403
Nations Financial Group
Iowa
$758K +$33.6K +316 +5%
VCM
404
Versant Capital Management
Arizona
$755K +$2.66K +25 +0.4%
FIM
405
Frontier Investment Management
Texas
$741K -$283K -2,662 -28%
DT
406
Diversified Trust
Tennessee
$733K -$1.59K -15 -0.2%
CJA
407
C-J Advisory
California
$733K +$1.17K +11 +0.2%
AC
408
Alexandria Capital
Virginia
$733K +$59.6K +561 +9%
BTW
409
Boston Trust Walden
Massachusetts
$722K -$13.2K -124 -2%
BDF
410
Balasa Dinverno & Foltz
$680K +$638 +6 +0.1%
TNB
411
Thomasville National Bank
Georgia
$675K -$268K -2,517 -28%
SG
412
StoneX Group
New York
$672K +$319 +3 +0%
EFS
413
Edelman Financial Services
Virginia
$671K +$54.6K +514 +9%
FTUS
414
Flow Traders U.S.
New York
$664K +$664K +6,242 New
WPW
415
Waldron Private Wealth
Pennsylvania
$663K +$430K +4,051 +185%
DY
416
Dowling & Yahnke
California
$659K -$17K -160 -3%
MWM
417
Meridian Wealth Management
Kentucky
$659K +$19.2K +181 +3%
CFN
418
Cordasco Financial Network
Florida
$654K – – –
BCP
419
Berkeley Capital Partners
Georgia
$652K -$32.2K -303 -5%
PG
420
Patten Group
Tennessee
$651K +$5.21K +49 +0.8%
LNWWM
421
Laird Norton Wetherby Wealth Management
California
$643K – – –
HFS
422
HL Financial Services
Kentucky
$642K -$29K -273 -4%
CL
423
CPWM LLC
Washington
$641K +$744 +7 +0.1%
ATC
424
Argent Trust Co
Tennessee
$636K -$119K -1,116 -16%
G
425
GenTrust
Florida
$636K +$636K +5,980 New
15 16
17
18 19