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 %
EDRIA
601
Edmonds Duncan Registered Investment Advisors
Kansas
$202K +$202K +1,904 New
MC
602
Moors & Cabot
Massachusetts
$202K +$202K +1,904 New
WWM
603
Windsor Wealth Management
Indiana
$201K +$201K +1,895 New
Fisher Asset Management
604
Fisher Asset Management
Washington
$200K -$24K -226 -11%
LC
605
Landaas & Company
Wisconsin
$200K – – –
BEAM
606
Baker Ellis Asset Management
Washington
$191K +$319 +3 +0.2%
CCM
607
Cribstone Capital Management
Maine
$185K +$158K +1,485 +578%
MWM
608
MinichMacGregor Wealth Management
New York
$175K -$1.06K -10 -0.6%
LWCFA
609
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$175K – – –
LA
610
Legacy Advisors
Pennsylvania
$167K – – –
SWM
611
SeaCrest Wealth Management
New York
$155K +$155K +1,458 New
WB
612
Webster Bank
Connecticut
$153K -$61.6K -579 -29%
KF
613
Krilogy Financial
Missouri
$149K -$6.58K -62 -4%
FMII
614
Farmers & Merchants Investments Inc
Nebraska
$144K – – –
GEA
615
Glen Eagle Advisors
New Jersey
$140K +$13.3K +125 +10%
OC
616
Oakworth Capital
Alabama
$132K – – –
AIM
617
Acropolis Investment Management
Missouri
$130K +$130K +1,223 New
HCM
618
Highlander Capital Management
New Jersey
$128K +$43.6K +410 +52%
UBS AM
619
UBS AM
Illinois
$127K +$20K +188 +19%
IP
620
Intellectus Partners
California
$116K +$106 +1 +0.1%
IFA
621
Interactive Financial Advisors
Illinois
$112K -$47.3K -446 -30%
HDIM
622
Hanson & Doremus Investment Management
Vermont
$112K – – –
PSW
623
Portfolio Strategies (Washington)
Washington
$107K -$50.5K -461 -32%
RWA
624
Ropes Wealth Advisors
Massachusetts
$106K +$29.4K +277 +38%
FA
625
Fortis Advisors
Pennsylvania
$105K +$44.5K +418 +74%
23 24
25
26 27