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
$284M
2
LPL Financial
LPL Financial
California
$290M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$3.16B
4
Bank of America
Bank of America
North Carolina
$5.99B
5
UBS Group
UBS Group
Switzerland
$1.42B

Top Sellers

1
Betterment LLC
Betterment LLC
New York
$1.19B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$825M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$675M
4
ICOA
Investment Centers of America
North Dakota
$218K
5
Ameriprise
Ameriprise
Minnesota
$311M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
626
Advantage Investment Management
Iowa
$100K +$31.1K +292 +45%
NSIM
627
North Star Investment Management
Illinois
$99K – – –
JCM
628
Jacobi Capital Management
Pennsylvania
$95K +$95K +874 New
MPWT
629
MassMutual Private Wealth & Trust
Connecticut
$94.4K +$18.9K +178 +25%
FPB
630
First PREMIER Bank
South Dakota
$90K – – –
VM
631
VPR Management
Texas
$80K – – –
PS
632
Portfolio Solutions
Michigan
$79K – – –
EWM
633
Edge Wealth Management
New York
$74K +$74K +698 New
SBL
634
Sargent Bickham Lagudis
Colorado
$71K – – –
VCM
635
Vigilant Capital Management
Maine
$70K +$70K +658 New
AIC
636
Ayalon Insurance Company
Israel
$69K +$69K +650 New
FDCDDQ
637
Federation des caisses Desjardins du Quebec
Quebec, Canada
$63.8K – – –
FMTCOCP
638
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$63.8K – – –
IA
639
IndexIQ Advisors
New York
$63K +$17.6K +166 +39%
NPC
640
National Planning Corporation
California
$60.6K -$19M -179,060 -100%
RE
641
RBC Europe
United Kingdom
$60.6K – – –
WTB
642
Washington Trust Bank
Washington
$60K +$60K +569 New
SWP
643
Strategic Wealth Partners
Ohio
$58K +$58K +569 New
FANJ
644
Financial Architects (New Jersey)
New Jersey
$56K -$9.91K -94 -15%
AF
645
Allworth Financial
California
$55K -$89K -843 -62%
TVWM
646
Tower View Wealth Management
Wisconsin
$54K +$54K +511 New
QAM
647
QCI Asset Management
New York
$51K – – –
WIM
648
Westside Investment Management
California
$50.7K +$22.5K +208 +80%
BC
649
Barnett & Company
Tennessee
$49K – – –
ME
650
McIlrath & Eck
Washington
$46K +$46K +429 New
24 25
26
27 28