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 %
WAP
476
Wealthcare Advisory Partners
Pennsylvania
$436K +$152K +1,426 +53%
SC
477
Scotia Capital
Ontario, Canada
$431K -$316K -2,974 -42%
EVM
478
Eaton Vance Management
Massachusetts
$430K +$170K +1,598 +65%
PA
479
Prism Advisors
California
$423K +$423K +3,975 New
WA
480
WP Advisors
California
$422K -$50.2K -472 -11%
TNBTD
481
Trustmark National Bank Trust Department
Mississippi
$414K -$37.5K -353 -8%
IC
482
InterOcean Capital
Illinois
$413K -$3.3K -31 -0.8%
VFA
483
Valeo Financial Advisors
Indiana
$413K +$290K +2,727 +235%
B
484
Bridgeworth
Alabama
$412K +$412K +3,874 New
WA
485
Winfield Associates
Ohio
$410K -$42.6K -400 -9%
FT
486
Fiduciary Trust
Massachusetts
$410K – – –
Eagle Capital Management (New York)
487
Eagle Capital Management (New York)
New York
$408K +$408K +3,833 New
AFM
488
Abbot Financial Management
Massachusetts
$401K +$26.5K +250 +7%
HR
489
Howe & Rusling
New York
$397K +$2.45K +23 +0.6%
HSA
490
HBK Sorce Advisory
Pennsylvania
$392K +$392K +3,689 New
PGFC
491
Peapack-Gladstone Financial Corp
New Jersey
$386K +$17.8K +167 +5%
Neuberger Berman Group
492
Neuberger Berman Group
New York
$385K -$232K -2,187 -38%
TF
493
Tompkins Financial
New York
$384K -$6.06K -57 -2%
RWM
494
RKL Wealth Management
Pennsylvania
$382K +$60.8K +571 +19%
SFG
495
SNS Financial Group
Minnesota
$379K +$86.2K +811 +29%
BAS
496
Brown Advisory Securities
Maryland
$376K – – –
RFA
497
Reilly Financial Advisors
California
$372K -$1.06M -9,954 -74%
WEC
498
Winslow Evans & Crocker
Massachusetts
$371K +$57.8K +544 +18%
TWA
499
TCI Wealth Advisors
Arizona
$368K – – –
MFS
500
McNamara Financial Services
Massachusetts
$368K – – –
18 19
20
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