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 %
DE
576
Day & Ennis
Georgia
$232K +$1.24K +12 +0.5%
CAG
577
Crestwood Advisors Group
Massachusetts
$232K +$11.7K +114 +5%
PAG
578
Private Advisory Group
Washington
$225K -$4.45K -43 -2%
PA
579
Pinnacle Associates
New York
$225K – – –
HPWM
580
Highland Private Wealth Management
Washington
$225K +$225K +2,176 New
GG
581
GenWealth Group
New Jersey
$225K +$225K +2,184 New
AP
582
Appleton Partners
Massachusetts
$223K -$10.3K -100 -4%
ATFA
583
All Terrain Financial Advisors
Minnesota
$222K -$12.3K -119 -5%
WA1
584
Wimmer Associates 1
California
$221K – – –
HT
585
Heritage Trust
Oklahoma
$221K +$207K +2,010 +1,478%
V
586
Veritable
Delaware
$220K – – –
ML
587
McAdam LLC
Pennsylvania
$218K +$218K +2,117 New
MWAC
588
Mariner Wealth Advisors (Cincinnati)
Ohio
$217K +$217K +2,102 New
TFO
589
Tarbox Family Office
California
$215K – – –
FNB
590
Farmers National Bank
Kentucky
$215K – – –
PWAG
591
Polaris Wealth Advisory Group
California
$215K +$17.4K +169 +9%
WEC
592
Winslow Evans & Crocker
Massachusetts
$213K -$147K -1,422 -41%
IC
593
Intersect Capital
California
$212K -$74.3K -718 -26%
BFG
594
Bouchey Financial Group
New York
$212K -$15K -145 -7%
LIM
595
Leavell Investment Management
Alabama
$211K – – –
FFW
596
Fusion Family Wealth
New York
$210K – – –
SKK
597
Shepherd Kaplan Krochuk
Massachusetts
$208K -$57.6K -558 -22%
GA
598
Gateway Advisory
New Jersey
$208K +$208K +2,011 New
S
599
SignatureFD
Georgia
$207K +$2.58K +25 +1%
FIM
600
Freedom Investment Management
Connecticut
$206K -$2.25M -21,762 -92%
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