VTV icon

Vanguard Value ETF
VTV

Overview Fund Activity

716 hedge funds and large institutions have $22.9B invested in Vanguard Value ETF in 2018 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 290 increasing their positions, 243 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
716
Holders Change
+16
Holders Change %
+2.29%
% of All Funds
16.43%
Holding in Top 10
101
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-9.82%
% of All Funds
2.32%
New
75
Increased
290
Reduced
243
Closed
54
Calls
$9.51M
Puts
$9.28M
Net Calls
+$236K
Net Calls Change
+$2.94M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$111M
2
UBS Group
UBS Group
Switzerland
+$108M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$107M
4
LPL Financial
LPL Financial
California
+$94.8M
5
Betterment LLC
Betterment LLC
New York
+$72.5M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$259M
2
HI
Horizon Investments
North Carolina
-$207M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$91.2M
4
BB
Bell Bank
North Dakota
-$75.7M
5
Ameriprise
Ameriprise
Minnesota
-$70.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
526
SouthState Corp
Florida
$301K +$30.9K +300 +11%
FPCP
527
Fort Point Capital Partners
California
$300K +$300K +2,908 New
IF
528
Ironwood Financial
Arizona
$299K – – –
SFSIG
529
San Francisco Sentry Investment Group
California
$298K – – –
MFS
530
McNamara Financial Services
Massachusetts
$297K -$59.7K -579 -17%
BRC
531
Bell Rock Capital
Delaware
$296K -$4.99K -48 -2%
Lido Advisors
532
Lido Advisors
California
$295K +$295K +2,860 New
AFP
533
Ausdal Financial Partners
Iowa
$292K +$58.5K +567 +25%
CIM
534
Cambria Investment Management
California
$291K -$4.13K -40 -1%
ACI
535
Alpha Cubed Investments
California
$289K -$6.3K -61 -2%
TCM
536
Telos Capital Management
California
$288K +$62K +600 +27%
GKWIM
537
Gerber Kawasaki Wealth & Investment Management
California
$287K -$11.3K -110 -4%
1WA
538
180 Wealth Advisors
Washington
$287K -$104 -1 -0%
NCM
539
Nelson Capital Management
California
$287K +$287K +2,785 New
NG
540
Northstar Group
New York
$279K +$279K +2,700 New
DBT
541
Dubuque Bank & Trust
Iowa
$277K +$22.8K +221 +9%
TAM
542
Tocqueville Asset Management
New York
$276K +$276K +2,672 New
CANC
543
Culbertson A N & Co
Virginia
$276K +$276K +2,673 New
BCWM
544
Blue Chip Wealth Management
Florida
$272K +$272K +2,632 New
GG
545
Greenwood Gearhart
Arkansas
$271K +$58.5K +567 +28%
OSNBOA
546
Old Second National Bank of Aurora
Illinois
$269K -$1.55K -15 -0.6%
ICM
547
IMS Capital Management
Oregon
$267K – – –
WP
548
WealthShield Partners
North Carolina
$264K – – –
FCH
549
Freestone Capital Holdings
Washington
$263K -$92.5K -896 -26%
OCM
550
Orser Capital Management
Texas
$262K -$274K -2,660 -51%
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