VTV icon

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 %
SS
576
Sunbelt Securities
Texas
$231K -$1.59K -15 -0.7%
PA
577
Pinnacle Associates
New York
$231K – – –
DBRC
578
D.B. Root & Company
Pennsylvania
$229K +$229K +2,155 New
WA1
579
Wimmer Associates 1
California
$228K – – –
CTA
580
Colonial Trust Advisors
South Carolina
$228K +$228K +2,142 New
V
581
Veritable
Delaware
$227K – – –
CAG
582
Crestwood Advisors Group
Massachusetts
$227K +$227K +2,137 New
FNB
583
Farmers National Bank
Kentucky
$221K -$6.37K -60 -3%
TFO
584
Tarbox Family Office
California
$221K +$221K +2,080 New
GG
585
Greenwood Gearhart
Arkansas
$219K +$219K +2,060 New
ICOA
586
Investment Centers of America
North Dakota
$218K -$51.8M -489,543 -100%
LIM
587
Leavell Investment Management
Alabama
$217K – – –
HWP
588
Hefty Wealth Partners
Indiana
$217K – – –
FFW
589
Fusion Family Wealth
New York
$216K -$15.8K -149 -7%
OC
590
Oarsman Capital
Wisconsin
$215K -$2.03M -19,040 -90%
CPA
591
Court Place Advisors
Maryland
$211K -$53.1K -500 -20%
S
592
SignatureFD
Georgia
$211K -$16K -150 -7%
MCM
593
Murphy Capital Management
New Jersey
$209K -$21.3K -200 -9%
EC
594
Estate Counselors
Wisconsin
$209K +$209K +1,970 New
CW
595
Cobiz Wealth
Colorado
$208K -$4.78K -45 -2%
SPIA
596
Steward Partners Investment Advisory
New York
$207K +$49.3K +465 +31%
KIA
597
KCM Investment Advisors
California
$205K +$205K +1,928 New
PWAG
598
Polaris Wealth Advisory Group
California
$204K +$204K +1,915 New
FCI
599
Financial Counselors Inc
Kansas
$203K +$203K +1,910 New
VCAM
600
Van Cleef Asset Management
Ohio
$202K +$202K +1,900 New
22 23
24
25 26