VTV icon

Vanguard Value ETF
VTV

Overview Fund Activity

739 hedge funds and large institutions have $29.9B invested in Vanguard Value ETF in 2018 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 290 increasing their positions, 230 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
739
Holders Change
+38
Holders Change %
+5.42%
% of All Funds
16.92%
Holding in Top 10
104
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+10.64%
% of All Funds
2.38%
New
78
Increased
290
Reduced
230
Closed
35
Calls
$5.98M
Puts
$6.04M
Net Calls
-$66K
Net Calls Change
+$1.28M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$1.85B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$461M
3
Morgan Stanley
Morgan Stanley
New York
+$97.9M
4
Bank of America
Bank of America
North Carolina
+$88.4M
5
UBS Group
UBS Group
Switzerland
+$70.2M

Top Sellers

1
Betterment LLC
Betterment LLC
New York
-$258M
2
PPFA
Provida Pension Fund Administrator
Chile
-$41.1M
3
TAIM
TD Ameritrade Investment Management
Nebraska
-$32.1M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$22.1M
5
FA
FDx Advisors
Illinois
-$19.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
OCM
576
One Capital Management
California
$267K – – –
BRC
577
Bell Rock Capital
Delaware
$266K -$31.3K -284 -11%
KIA
578
KCM Investment Advisors
California
$266K +$266K +2,403 New
DW
579
Domani Wealth
Pennsylvania
$265K – – –
SFFS
580
Stonehage Fleming Financial Services
Jersey
$262K -$262K -2,366 -50%
FCIM
581
Fairview Capital Investment Management
California
$262K – – –
BA
582
Boston Advisors
Massachusetts
$262K – – –
SFS
583
Summit Financial Strategies
Ohio
$259K – – –
G
584
GenTrust
Florida
$257K -$76.8K -690 -23%
IAMOG
585
Investors Asset Management of Georgia
Georgia
$255K – – –
GCA
586
Gradient Capital Advisors
California
$255K – – –
WEC
587
Winslow Evans & Crocker
Massachusetts
$252K – – –
DE
588
Day & Ennis
Georgia
$250K – – –
CAG
589
Crestwood Advisors Group
Massachusetts
$249K – – –
JSL
590
JT Stratford LLC
Georgia
$248K +$186K +1,687 +303%
PWAP
591
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$247K – – –
CIC
592
Carnegie Investment Counsel
Ohio
$247K +$39.9K +372 +19%
FI
593
FormulaFolio Investments
Michigan
$247K +$247K +2,229 New
MPM
594
Meritage Portfolio Management
Kansas
$246K -$9.94K -90 -4%
FG
595
Fiduciary Group
Georgia
$246K – – –
WP
596
WealthShield Partners
North Carolina
$244K – – –
TCM
597
Telos Capital Management
California
$244K – – –
EFS
598
Essex Financial Services
Connecticut
$244K +$19.8K +179 +9%
PWAG
599
Polaris Wealth Advisory Group
California
$244K +$39.7K +359 +19%
IFA
600
Interactive Financial Advisors
Illinois
$244K +$114K +1,028 +88%
22 23
24
25 26