VTV icon

Vanguard Value ETF
VTV

Overview Fund Activity

998 hedge funds and large institutions have $31.5B invested in Vanguard Value ETF in 2020 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 413 increasing their positions, 373 reducing their positions, and 166 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
998
Holders Change
-98
Holders Change %
-8.94%
% of All Funds
22.05%
Holding in Top 10
140
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-7.28%
% of All Funds
3.09%
New
84
Increased
413
Reduced
373
Closed
166
Calls
$10.7M
Puts
$4.37M
Net Calls
+$6.35M
Net Calls Change
+$1.87M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$578M
2
Morgan Stanley
Morgan Stanley
New York
+$512M
3
TF
TIAA FSB
Florida
+$176M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$148M
5
Natixis Advisors
Natixis Advisors
Massachusetts
+$130M

Top Sellers

1
JFA
Johanson Financial Advisors
California
-$268M
2
CIAS
CBIZ Investment Advisory Services
Ohio
-$151M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$86.7M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$57.8M
5
ZCA
Zeke Capital Advisors
Pennsylvania
-$57.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIS
601
SVB Investment Services
Utah
$596K -$254K -2,848 -30%
DY
602
Dowling & Yahnke
California
$593K +$23.9K +268 +4%
HH
603
Hilltop Holdings
Texas
$592K +$351K +3,940 +146%
KAH
604
Kathryn A. Hall
$589K – – –
CIAS
605
Capital Investment Advisory Services
North Carolina
$588K +$363K +4,078 +161%
PIMG
606
Patriot Investment Management Group
Tennessee
$585K -$243K -2,725 -29%
PFG
607
PAX Financial Group
Texas
$585K -$76.9K -798 -12%
WIA
608
World Investment Advisors
California
$585K +$71.3K +800 +14%
DBRC
609
D.B. Root & Company
Pennsylvania
$574K -$4.01K -45 -0.7%
VCM
610
Versant Capital Management
Arizona
$564K +$91.1K +1,024 +19%
IC
611
IEQ Capital
California
$553K +$93.1K +1,046 +20%
FA
612
FC Advisory
Pennsylvania
$553K +$126K +1,410 +29%
BDF
613
Balasa Dinverno & Foltz
$552K +$1.69K +19 +0.3%
MAG
614
Mayfair Advisory Group
Alabama
$549K +$151K +1,696 +38%
DOA
615
D'Orazio & Associates
Virginia
$547K +$84.6K +950 +18%
TAM
616
Tocqueville Asset Management
New York
$543K +$143K +1,604 +36%
DHFB
617
Dixon Hubard Feinour & Brown
Virginia
$543K +$543K +6,093 New
WCM
618
Windsor Capital Management
Arizona
$537K +$15.6K +175 +3%
NB
619
Northwest Bancshares
Pennsylvania
$536K -$38K -427 -7%
DWM
620
Doyle Wealth Management
Florida
$536K +$27.1K +305 +5%
MAM
621
Marotta Asset Management
Virginia
$534K -$10.4K -122 -2%
RA
622
RFG Advisory
Alabama
$534K +$54.4K +611 +11%
KTC
623
Kistler-Tiffany Companies
Pennsylvania
$533K – – –
WQ
624
Wealth Quarterback
New Jersey
$524K -$31M -357,301 -98%
WC
625
Waterloo Capital
Texas
$524K +$524K +5,887 New
23 24
25
26 27