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 %
WPW
401
Waldron Private Wealth
Pennsylvania
$758K +$114K +1,110 +18%
DBRC
402
D.B. Root & Company
Pennsylvania
$754K +$532K +5,154 +239%
HFS
403
HL Financial Services
Kentucky
$753K +$130K +1,258 +21%
TC
404
Trust Company
Kansas
$748K -$30.9K -300 -4%
NFG
405
Nations Financial Group
Iowa
$740K +$4.54K +44 +0.6%
First Manhattan
406
First Manhattan
New York
$735K +$163K +1,580 +28%
MJRIC
407
Mogy Joel R Investment Counsel
California
$733K -$20.6K -200 -3%
WGCA
408
Wolf Group Capital Advisors
Virginia
$727K +$134K +1,297 +23%
MWM
409
Meridian Wealth Management
Kentucky
$723K +$83.6K +810 +13%
FIM
410
Frontier Investment Management
Texas
$720K – – –
NB
411
Nicolet Bankshares
Wisconsin
$704K -$162K -1,571 -19%
BA
412
Bristlecone Advisors
Washington
$702K -$48.5K -470 -6%
CJA
413
C-J Advisory
California
$692K -$3.63K -36 -0.5%
MWM
414
Merriman Wealth Management
Washington
$692K +$692K +6,709 New
AC
415
Alexandria Capital
Virginia
$688K -$23.1K -224 -3%
BDF
416
Balasa Dinverno & Foltz
$661K +$722 +7 +0.1%
SG
417
StoneX Group
New York
$657K +$5.16K +50 +0.8%
DT
418
Diversified Trust
Tennessee
$654K -$57.7K -559 -8%
MOS
419
MGO One Seven
Ohio
$650K +$371K +3,592 +133%
TNB
420
Thomasville National Bank
Georgia
$648K -$7.23K -70 -1%
CFN
421
Cordasco Financial Network
Florida
$635K – – –
WAP
422
Wealthcare Advisory Partners
Pennsylvania
$629K +$206K +1,995 +49%
BTW
423
Boston Trust Walden
Massachusetts
$628K -$72.2K -700 -10%
KTC
424
Kistler-Tiffany Companies
Pennsylvania
$628K +$126K +1,219 +25%
LNWWM
425
Laird Norton Wetherby Wealth Management
California
$624K – – –
15 16
17
18 19