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 %
RIS
451
Retirement Income Solutions
Michigan
$555K +$555K +5,221 New
EFSCE
452
Enterprise Financial Services Corp (EFSC)
Missouri
$550K – – –
BCM
453
Brookstone Capital Management
Illinois
$546K +$17K +160 +3%
Lazard Asset Management
454
Lazard Asset Management
New York
$546K +$546K +5,143 New
FA
455
FC Advisory
Pennsylvania
$544K +$1.6K +15 +0.3%
GT
456
Greenleaf Trust
Michigan
$534K – – –
SS
457
Simplicity Solutions
Minnesota
$533K +$533K +5,014 New
Koshinski Asset Management
458
Koshinski Asset Management
Illinois
$529K +$162K +1,522 +44%
EWM
459
Evercore Wealth Management
New York
$526K -$36.1K -339 -6%
CA
460
Continuum Advisory
Idaho
$522K +$53.9K +507 +12%
KTC
461
Kistler-Tiffany Companies
Pennsylvania
$517K +$106K +994 +26%
BTIS
462
BB&T Investment Services
North Carolina
$516K +$157K +1,473 +44%
MCM
463
MV Capital Management
Maryland
$509K – – –
NEPWA
464
New England Private Wealth Advisors
Massachusetts
$506K +$2.02K +19 +0.4%
BP
465
Broadleaf Partners
Ohio
$504K +$504K +4,743 New
GMA
466
Goldstein Munger & Associates
California
$496K – – –
AL
467
Aspiriant LLC
California
$485K -$404K -3,794 -45%
BWM
468
Baystate Wealth Management
Massachusetts
$485K +$359K +3,215 +286%
CCM
469
Coe Capital Management
Illinois
$467K – – –
LA
470
LexAurum Advisors
Kansas
$460K +$460K +4,176 New
RMCM
471
Reynders McVeigh Capital Management
Massachusetts
$459K -$29K -273 -6%
CTA
472
Chesley Taft & Associates
Illinois
$454K +$9.57K +90 +2%
GIA
473
Guyasuta Investment Advisors
Pennsylvania
$452K – – –
CSIA
474
Charles Schwab Investment Advisory
California
$450K +$450K +4,238 New
MC
475
Mathes Company
New York
$437K -$30.6K -288 -7%
17 18
19
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