VTV icon

Vanguard Value ETF
VTV

Overview Fund Activity

1,006 hedge funds and large institutions have $34.3B invested in Vanguard Value ETF in 2020 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 401 increasing their positions, 377 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,006
Holders Change
+8
Holders Change %
+0.8%
% of All Funds
20.68%
Holding in Top 10
139
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.71%
% of All Funds
2.86%
New
95
Increased
401
Reduced
377
Closed
82
Calls
$20.2M
Puts
$7.49M
Net Calls
+$12.7M
Net Calls Change
+$6.36M

Top Buyers

1
SEI Investments
SEI Investments
Pennsylvania
+$72M
2
Betterment LLC
Betterment LLC
New York
+$71.9M
3
MG
Mather Group
Illinois
+$63.9M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$63.1M
5
SCM
SCS Capital Management
Massachusetts
+$49.8M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$638M
2
PPFA
Provida Pension Fund Administrator
Chile
-$241M
3
UBS Group
UBS Group
Switzerland
-$189M
4
Natixis Advisors
Natixis Advisors
Massachusetts
-$129M
5
CIAS
CBIZ Investment Advisory Services
Ohio
-$124M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIA
576
Wealthstreet Investment Advisors
Texas
$774K -$42.3K -425 -5%
SWPG
577
Strategic Wealth Partners Group
Illinois
$768K +$537K +5,393 +233%
MCM
578
MAI Capital Management
Ohio
$763K +$305K +3,063 +67%
LFG
579
Larson Financial Group
Missouri
$757K -$36.2K -364 -5%
BP
580
Broadleaf Partners
Ohio
$751K -$51.6K -518 -6%
WAP
581
Wealthcare Advisory Partners
Pennsylvania
$750K -$63.6K -639 -8%
TC
582
Trust Company
Kansas
$747K – – –
VCA
583
Verdence Capital Advisors
Maryland
$745K -$379K -3,800 -34%
FCFC
584
First Commonwealth Financial Corp
Pennsylvania
$744K +$744K +7,469 New
AWA
585
Alaska Wealth Advisors
Alaska
$739K -$1.2K -12 -0.2%
DBRC
586
D.B. Root & Company
Pennsylvania
$734K +$91.6K +920 +14%
DI
587
Disciplined Investments
Oklahoma
$734K +$241K +2,415 +49%
AFM
588
Abbot Financial Management
Massachusetts
$726K – – –
GSWM
589
Golden State Wealth Management
California
$725K -$545K -5,469 -43%
MWM
590
Meridian Wealth Management
Kentucky
$725K +$597 +6 +0.1%
CCFM
591
Clear Creek Financial Management
Washington
$722K +$722K +7,260 New
NFG
592
Nations Financial Group
Iowa
$720K -$53.9K -542 -7%
EP
593
Eudaimonia Partners
Tennessee
$718K +$310K +3,115 +76%
TSA
594
Tri-Star Advisors
Texas
$718K +$718K +6,923 New
BBA
595
BLB&B Advisors
Pennsylvania
$704K -$191K -1,919 -21%
CFS
596
CRA Financial Services
New Jersey
$693K – – –
SAM
597
Silvercrest Asset Management
New York
$692K – – –
TAM
598
Tocqueville Asset Management
New York
$677K +$70.1K +704 +12%
WFPG
599
Waller Financial Planning Group
Ohio
$670K -$200K -2,008 -23%
BA
600
Bristlecone Advisors
Washington
$668K -$291K -2,917 -30%
22 23
24
25 26