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 %
DT
551
Diversified Trust
Tennessee
$782K +$250K +2,812 +47%
WFPG
552
Waller Financial Planning Group
Ohio
$778K -$234K -2,631 -23%
COF
553
Capital One Financial
Virginia
$777K +$777K +8,725 New
BIA
554
Barry Investment Advisors
Massachusetts
$772K +$263K +2,950 +52%
LNWWM
555
Laird Norton Wetherby Wealth Management
California
$771K +$232K +2,600 +43%
RPG
556
Resource Planning Group
Georgia
$769K -$22.4K -252 -3%
RGC
557
Roberts, Glore & Co
Illinois
$763K +$448K +5,032 +142%
5L
558
55I LLC
Massachusetts
$758K +$758K +7,784 New
TK
559
TIAA Kaspick
Massachusetts
$756K – – –
PWM
560
Perigon Wealth Management
California
$746K +$577K +5,926 +342%
LP
561
LGL Partners
Pennsylvania
$741K – – –
HCIA
562
Hochman Cole Investment Advisors
Illinois
$738K -$18.3K -205 -2%
PTP
563
Platform Technology Partners
New York
$732K +$732K +8,215 New
WIA
564
Wealthstreet Investment Advisors
Texas
$731K -$98K -1,100 -12%
WAP
565
Wealthcare Advisory Partners
Pennsylvania
$728K -$28.2K -317 -4%
BP
566
Broadleaf Partners
Ohio
$718K +$24.8K +278 +4%
AA
567
AlphaMark Advisors
Kentucky
$718K +$57.4K +645 +9%
FCA
568
FinTrust Capital Advisors
South Carolina
$716K -$197K -2,208 -22%
VAS
569
Vestmark Advisory Solutions
Massachusetts
$715K -$373K -4,185 -34%
CA
570
Claro Advisors
Massachusetts
$714K -$44.7K -502 -6%
FA
571
FCG Advisors
New Jersey
$712K +$29.5K +331 +4%
MCM
572
Maxim Capital Management
California
$711K +$711K +7,984 New
LFG
573
Larson Financial Group
Missouri
$710K +$5.79K +65 +0.8%
ESB
574
Essex Savings Bank
Connecticut
$707K -$237K -2,662 -25%
FFN
575
Focus Financial Network
Minnesota
$705K +$126K +1,416 +22%
21 22
23
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