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
$288M
2
DCM
Dupont Capital Management
Delaware
$117M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$1.95B
4
UBS Group
UBS Group
Switzerland
$863M
5
Betterment LLC
Betterment LLC
New York
$802M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.98B
2
PPFA
Provida Pension Fund Administrator
Chile
$0
3
Fidelity Investments
Fidelity Investments
Massachusetts
$674M
4
MIS
Morningstar Investment Services
Illinois
$0
5
PC
Permanens Capital
New York
$35.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
TF
476
Tompkins Financial
New York
$84K -$31.2K -337 -27%
LWMT
477
Legacy Wealth Management (Tennessee)
Tennessee
$83.3K +$83.3K +896 New
SIC
478
Salem Investment Counselors
North Carolina
$74K -$19.6K -212 -21%
MPWT
479
MassMutual Private Wealth & Trust
Connecticut
$73.2K +$73.2K +787 New
WTB
480
Washington Trust Bank
Washington
$70K -$18.4K -199 -21%
Carson Wealth (CWM LLC)
481
Carson Wealth (CWM LLC)
Nebraska
$69K -$27.3K -296 -28%
IP
482
Intellectus Partners
California
$68K +$68K +729 New
RWA
483
Ropes Wealth Advisors
Massachusetts
$67K +$19.5K +210 +41%
AIC
484
Ayalon Insurance Company
Israel
$62K – – –
SBL
485
Sargent Bickham Lagudis
Colorado
$62K – – –
ADL
486
Asset Dedication LLC
California
$62K +$370 +4 +0.6%
FPFS
487
First Personal Financial Services
North Carolina
$60K – – –
AIM
488
Arcadia Investment Management
Michigan
$55K – – –
BTIS
489
BB&T Investment Services
North Carolina
$54K +$54K +580 New
GEA
490
Glen Eagle Advisors
New Jersey
$47.8K +$47.8K +514 New
VIA
491
Vantage Investment Advisors
Pennsylvania
$47K -$58.6K -630 -56%
TFA
492
Transamerica Financial Advisors
Florida
$43K -$6.93K -74 -14%
BC
493
Barnett & Company
Tennessee
$43K – – –
BWM
494
Baystate Wealth Management
Massachusetts
$41K +$41K +431 New
HCM
495
Highlander Capital Management
New Jersey
$40K – – –
FMTCOCP
496
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$39.5K +$39.5K +425 New
GBBWRPM
497
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$39K -$24.4K -257 -38%
AA
498
AlphaMark Advisors
Kentucky
$39K – – –
WAS
499
WESPAC Advisors SoCal
California
$32.6K – – –
JWA
500
JFS Wealth Advisors
Pennsylvania
$31K – – –
18 19
20
21 22