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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 %
BP
426
Broadleaf Partners
Ohio
$621K +$131K +1,271 +27%
PG
427
Patten Group
Tennessee
$619K -$12.8K -124 -2%
HIC
428
Holderness Investments Company
North Carolina
$616K +$207 +2 +0%
PCIA
429
Prime Capital Investment Advisors
Kansas
$609K – – –
GI
430
Glovista Investments
New Jersey
$609K +$306K +2,970 +101%
BTNA
431
Bremer Trust National Association
Minnesota
$608K -$5.68K -55 -0.9%
CA
432
Continuum Advisory
Idaho
$608K +$102K +989 +20%
DY
433
Dowling & Yahnke
California
$604K -$35.8K -347 -6%
FA
434
FCG Advisors
New Jersey
$601K +$24.7K +239 +4%
EA
435
Edge Advisors
Georgia
$594K – – –
WCM
436
Windsor Capital Management
Arizona
$582K +$619 +6 +0.1%
BA
437
BCM Advisors
Louisiana
$579K – – –
EFS
438
Edelman Financial Services
Virginia
$576K -$75.5K -732 -12%
IWA
439
Inspirion Wealth Advisors
Illinois
$575K +$310 +3 +0.1%
LA
440
LexAurum Advisors
Kansas
$574K +$143K +1,387 +33%
SBH
441
Segall Bryant & Hamill
Illinois
$565K – – –
SFM
442
Signature Financial Management
Virginia
$561K +$2.58K +25 +0.5%
ACM
443
Aviance Capital Management
Florida
$555K -$4.02K -39 -0.7%
OAM
444
Oppenheimer Asset Management
New York
$553K +$553K +5,359 New
GT
445
Greenleaf Trust
Michigan
$545K +$27.4K +266 +5%
NIC
446
Northwest Investment Counselors
Oregon
$544K -$30.1K -292 -5%
ATC
447
Argent Trust Co
Tennessee
$541K -$76.9K -745 -12%
RIS
448
Retirement Income Solutions
Michigan
$539K – – –
MIH
449
Madison Investment Holdings
Wisconsin
$535K +$180K +1,742 +51%
FCI
450
Financial Counselors Inc
Kansas
$535K +$338K +3,275 +171%
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