VTV icon

Vanguard Value ETF
VTV

Overview Fund Activity

934 hedge funds and large institutions have $35B invested in Vanguard Value ETF in 2019 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 391 increasing their positions, 284 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
934
Holders Change
+29
Holders Change %
+3.2%
% of All Funds
20.51%
Holding in Top 10
136
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.03%
% of All Funds
2.99%
New
76
Increased
391
Reduced
284
Closed
40
Calls
$14.7M
Puts
$7.24M
Net Calls
+$7.47M
Net Calls Change
+$856K

Top Buyers

1
PPFA
Provida Pension Fund Administrator
Chile
+$320M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$165M
3
TAIM
TD Ameritrade Investment Management
Nebraska
+$80.4M
4
ZCA
Zeke Capital Advisors
Pennsylvania
+$52.1M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$47.3M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$247M
2
AIA
Angeles Investment Advisors
California
-$65.5M
3
AssetMark Inc
AssetMark Inc
California
-$46M
4
Morgan Stanley
Morgan Stanley
New York
-$28.3M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$26.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
501
Nations Financial Group
Iowa
$849K +$60.6K +533 +8%
LFAS
502
Level Four Advisory Services
Texas
$846K +$88.3K +791 +12%
OIA
503
OneDigital Investment Advisors
Kansas
$832K -$119K -1,063 -12%
MWM
504
Meridian Wealth Management
Kentucky
$824K +$17.5K +157 +2%
HTC
505
Haverford Trust Company
Pennsylvania
$821K -$94.6K -848 -10%
VFA
506
Valeo Financial Advisors
Indiana
$821K +$102K +916 +14%
S
507
SignatureFD
Georgia
$809K +$141K +1,261 +21%
FA
508
FCG Advisors
New Jersey
$807K +$13.7K +123 +2%
PGFC
509
Peapack-Gladstone Financial Corp
New Jersey
$806K +$10.4K +93 +1%
TAM
510
Tradition Asset Management
Virginia
$801K -$20.5K -184 -2%
DY
511
Dowling & Yahnke
California
$800K +$147K +1,321 +23%
MWM
512
Merriman Wealth Management
Washington
$799K -$72.5K -649 -8%
RT
513
Rockland Trust
Massachusetts
$793K +$793K +7,293 New
PAS
514
Partnervest Advisory Services
California
$791K +$379K +3,396 +92%
GT
515
Greenleaf Trust
Michigan
$790K +$20.3K +182 +3%
AF
516
Affiance Financial
Minnesota
$789K -$125K -1,124 -14%
IWP
517
Icon Wealth Partners
Texas
$789K -$335 -3 -0%
WAM
518
Wealthspire Advisors (Maryland)
Maryland
$787K -$92.9K -832 -11%
AFM
519
Abbot Financial Management
Massachusetts
$776K +$5.58K +50 +0.7%
CWM
520
Connecticut Wealth Management
Connecticut
$775K +$67.8K +608 +10%
GSWM
521
Golden State Wealth Management
California
$774K +$37.9K +340 +5%
WAP
522
Wealthcare Advisory Partners
Pennsylvania
$771K +$13.6K +122 +2%
CAM
523
Crestone Asset Management
Colorado
$767K – – –
LFPWM
524
Leicht Financial Planning & Wealth Management
New Jersey
$767K +$127K +1,142 +20%
SAM
525
Silvercrest Asset Management
New York
$766K – – –
19 20
21
22 23