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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 %
NA
551
NewEdge Advisors
Louisiana
$259K +$2.06K +19 +0.8%
CAMG
552
CWA Asset Management Group
Florida
$257K – – –
CIP
553
Cornerstone Investment Partners
Georgia
$257K – – –
FNBOMD
554
First National Bank of Mount Dora
Florida
$256K +$256K +2,408 New
SFFS
555
Stonehage Fleming Financial Services
Jersey
$252K +$252K +2,366 New
BA
556
Boston Advisors
Massachusetts
$251K +$251K +2,364 New
FLPIM
557
F.L. Putnam Investment Management
Massachusetts
$250K +$31.9K +300 +15%
ACM
558
Armbruster Capital Management
New York
$249K +$63.5K +598 +34%
SFS
559
Summit Financial Strategies
Ohio
$248K – – –
SMC
560
Smith, Moore & Co
Missouri
$248K +$248K +2,329 New
IAMOG
561
Investors Asset Management of Georgia
Georgia
$245K – – –
PPCM
562
Pillar Pacific Capital Management
California
$245K +$245K +2,302 New
CG
563
Corundum Group
Colorado
$243K – – –
NF
564
Nikulski Financial
Iowa
$243K +$243K +2,284 New
KeyBank National Association
565
KeyBank National Association
Ohio
$243K +$243K +2,287 New
GCA
566
Gradient Capital Advisors
California
$242K +$242K +2,276 New
AFP
567
Ausdal Financial Partners
Iowa
$241K +$241K +2,265 New
ATFA
568
All Terrain Financial Advisors
Minnesota
$241K +$241K +2,267 New
AP
569
Appleton Partners
Massachusetts
$240K +$6.59K +62 +3%
DE
570
Day & Ennis
Georgia
$238K +$1.28K +12 +0.5%
PAG
571
Private Advisory Group
Washington
$236K – – –
FG
572
Fiduciary Group
Georgia
$236K +$106 +1 +0%
CWM
573
Calamos Wealth Management
Illinois
$236K +$236K +2,222 New
BFG
574
Bouchey Financial Group
New York
$234K – – –
TCM
575
Telos Capital Management
California
$232K +$6.37K +60 +3%
21 22
23
24 25