VTV icon

Vanguard Value ETF
VTV

Overview Fund Activity

998 hedge funds and large institutions have $31.5B invested in Vanguard Value ETF in 2020 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 413 increasing their positions, 373 reducing their positions, and 166 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
998
Holders Change
-98
Holders Change %
-8.94%
% of All Funds
22.05%
Holding in Top 10
140
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-7.28%
% of All Funds
3.09%
New
84
Increased
413
Reduced
373
Closed
166
Calls
$10.7M
Puts
$4.37M
Net Calls
+$6.35M
Net Calls Change
+$1.87M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$578M
2
Morgan Stanley
Morgan Stanley
New York
+$512M
3
TF
TIAA FSB
Florida
+$176M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$148M
5
Natixis Advisors
Natixis Advisors
Massachusetts
+$130M

Top Sellers

1
JFA
Johanson Financial Advisors
California
-$268M
2
CIAS
CBIZ Investment Advisory Services
Ohio
-$151M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$86.7M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$57.8M
5
ZCA
Zeke Capital Advisors
Pennsylvania
-$57.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
EGA
501
E&G Advisors
Texas
$1.04M -$254K -2,853 -20%
FA
502
Forefront Analytics
Pennsylvania
$1.03M -$1.03M -11,519 -50%
SCM
503
Stonehearth Capital Management
Massachusetts
$1.02M +$1.02M +11,469 New
Vanguard Group
504
Vanguard Group
Pennsylvania
$1.02M -$22.7M -254,982 -96%
HSWM
505
Hubbell Strickland Wealth Management
Louisiana
$1.01M -$52.5K -589 -5%
VFA
506
Valeo Financial Advisors
Indiana
$1.01M +$239K +2,464 +31%
VCA
507
Verdence Capital Advisors
Maryland
$1M – – –
RC
508
RegentAtlantic Capital
New Jersey
$991K -$12.2K -137 -1%
DSA
509
Droms Strauss Advisors
Missouri
$989K -$32.1K -361 -3%
KWM
510
Kingsview Wealth Management
Oregon
$988K -$171K -1,917 -15%
RFN
511
RDA Financial Network
Iowa
$985K -$135K -1,511 -12%
GAM
512
Gould Asset Management
California
$977K +$204K +2,285 +26%
First Manhattan
513
First Manhattan
New York
$975K +$218K +2,447 +29%
NB
514
Nicolet Bankshares
Wisconsin
$975K +$523K +5,878 +116%
Aristotle Capital Management
515
Aristotle Capital Management
California
$974K +$974K +10,932 New
RFC
516
Regions Financial Corp
Alabama
$967K +$9.53K +107 +1%
OIA
517
OneDigital Investment Advisors
Kansas
$937K +$217K +2,438 +30%
TFCP
518
Twin Focus Capital Partners
Massachusetts
$935K +$6.5K +73 +0.7%
EFS
519
Essex Financial Services
Connecticut
$934K +$166K +1,861 +22%
LWM
520
Laidlaw Wealth Management
New York
$930K -$32.9K -370 -3%
BWL
521
Bogart Wealth LLC
Virginia
$927K -$8.79M -98,784 -90%
EWM
522
Evercore Wealth Management
New York
$926K +$59.9K +673 +7%
WA
523
Wealth Alliance
New York
$926K +$926K +10,394 New
SFWC
524
Strategic Family Wealth Counselors
New Jersey
$924K -$152K -1,705 -14%
CAM
525
Crestone Asset Management
Colorado
$921K +$171K +1,921 +23%
19 20
21
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