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 %
LPT
501
Legacy Private Trust
Wisconsin
$367K – – –
MIH
502
Madison Investment Holdings
Wisconsin
$366K -$7.24M -68,113 -95%
FCH
503
Freestone Capital Holdings
Washington
$366K +$98.4K +926 +37%
NCM
504
Narwhal Capital Management
Georgia
$351K – – –
PMFA
505
Plante Moran Financial Advisors
Michigan
$342K – – –
TI
506
Truepoint Inc
Ohio
$342K +$84.9K +800 +33%
CWM
507
Connecticut Wealth Management
Connecticut
$342K +$103K +948 +43%
MA
508
Mutual Advisors
Nebraska
$341K +$341K +3,209 New
RWM
509
Ritholtz Wealth Management
New York
$340K +$20.9K +196 +7%
LFS
510
Lutz Financial Services
Nebraska
$335K +$335K +3,148 New
CMBA
511
C.M. Bidwell & Associates
Hawaii
$334K +$334K +3,145 New
PCM
512
Poehling Capital Management
Wisconsin
$330K +$330K +3,100 New
MRC
513
Millburn Ridgefield Corp
New York
$329K -$191K -1,795 -37%
F
514
Filament
Washington
$313K – – –
WAG
515
Winthrop Advisory Group
Massachusetts
$312K +$312K +2,878 New
GI
516
Glovista Investments
New Jersey
$312K +$312K +2,940 New
BRC
517
Bell Rock Capital
Delaware
$310K +$17.4K +163 +6%
HCC
518
Hirtle Callaghan & Co
Pennsylvania
$310K +$310K +2,912 New
IF
519
Ironwood Financial
Arizona
$308K – – –
PFS
520
Prospera Financial Services
Texas
$308K +$32.4K +301 +12%
SFSIG
521
San Francisco Sentry Investment Group
California
$307K – – –
GKWIM
522
Gerber Kawasaki Wealth & Investment Management
California
$307K +$4.88K +46 +2%
IB
523
Intrust Bank
Kansas
$306K -$6.81K -64 -2%
CIBC World Market
524
CIBC World Market
Ontario, Canada
$305K – – –
CIM
525
Cambria Investment Management
California
$304K -$2.23K -21 -0.7%
19 20
21
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