VTV icon

Vanguard Value ETF
VTV

Overview Fund Activity

529 hedge funds and large institutions have $14.8B invested in Vanguard Value ETF in 2016 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 215 increasing their positions, 130 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
529
Holders Change
+89
Holders Change %
+20.23%
% of All Funds
13.24%
Holding in Top 10
89
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+12.66%
% of All Funds
2.23%
New
113
Increased
215
Reduced
130
Closed
17
Calls
$1.31M
Puts
$1.84M
Net Calls
-$536K
Net Calls Change
-$3.65M

Top Buyers

1
HI
Horizon Investments
North Carolina
+$278M
2
DCM
Dupont Capital Management
Delaware
+$117M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$96.7M
4
UBS Group
UBS Group
Switzerland
+$94.1M
5
Betterment LLC
Betterment LLC
New York
+$81.6M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$968M
2
PPFA
Provida Pension Fund Administrator
Chile
-$375M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$59.3M
4
MIS
Morningstar Investment Services
Illinois
-$49.8M
5
PC
Permanens Capital
New York
-$15.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
DSC
451
Duncker Streett & Co
Missouri
$202K +$87.6K +940 +77%
OC
452
Oppenheimer & Co
New York
$201K +$201K +2,160 New
MCM
453
Murphy Capital Management
New Jersey
$201K +$201K +2,166 New
Thrivent Financial for Lutherans
454
Thrivent Financial for Lutherans
Minnesota
$198K – – –
CG
455
Cutler Group
California
$186K +$186K +2,004 +40,080%
PFGIA
456
Patriot Financial Group Insurance Agency
Massachusetts
$181K +$181K +1,938 New
MWM
457
MinichMacGregor Wealth Management
New York
$179K +$9.76K +105 +6%
PMFA
458
Plante Moran Financial Advisors
Michigan
$178K +$5.57K +60 +3%
BEAM
459
Baker Ellis Asset Management
Washington
$166K -$19.5K -209 -10%
IFA
460
Interactive Financial Advisors
Illinois
$165K -$13.4K -144 -8%
AA
461
Ancora Advisors
Ohio
$159K +$159K +1,706 New
LWCFA
462
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$153K – – –
AA
463
Apriem Advisors
California
$152K +$65.3K +701 +75%
CCM
464
Cribstone Capital Management
Maine
$151K – – –
LA
465
Legacy Advisors
Pennsylvania
$146K +$146K +1,575 New
KF
466
Krilogy Financial
Missouri
$142K -$5.13K -55 -3%
WAM
467
Wealthspire Advisors (Maryland)
Maryland
$128K +$46.4K +500 +57%
ACM
468
Armbruster Capital Management
New York
$127K – – –
HDIM
469
Hanson & Doremus Investment Management
Vermont
$126K +$116K +1,249 +1,146%
FMII
470
Farmers & Merchants Investments Inc
Nebraska
$126K – – –
MWM
471
Mascoma Wealth Management
New Hampshire
$113K +$113K +1,220 New
NSIM
472
North Star Investment Management
Illinois
$106K – – –
AIM
473
Advantage Investment Management
Iowa
$98K +$83.3K +898 +565%
SIG
474
Stanford Investment Group
California
$96K – – –
DBT
475
Dubuque Bank & Trust
Iowa
$87K – – –
17 18
19
20 21