VTV icon

Vanguard Value ETF
VTV

Overview Fund Activity

716 hedge funds and large institutions have $22.9B invested in Vanguard Value ETF in 2018 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 290 increasing their positions, 243 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
716
Holders Change
+16
Holders Change %
+2.29%
% of All Funds
16.43%
Holding in Top 10
101
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-9.82%
% of All Funds
2.32%
New
75
Increased
290
Reduced
243
Closed
54
Calls
$9.51M
Puts
$9.28M
Net Calls
+$236K
Net Calls Change
+$2.94M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$111M
2
UBS Group
UBS Group
Switzerland
+$108M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$107M
4
LPL Financial
LPL Financial
California
+$94.8M
5
Betterment LLC
Betterment LLC
New York
+$72.5M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$259M
2
HI
Horizon Investments
North Carolina
-$207M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$91.2M
4
BB
Bell Bank
North Dakota
-$75.7M
5
Ameriprise
Ameriprise
Minnesota
-$70.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
626
Gradient Investments
Minnesota
$110K +$110K +1,067 New
WDL
627
Well Done LLC
Michigan
$105K +$105K +1,022 New
HDIM
628
Hanson & Doremus Investment Management
Vermont
$98K -$11.3K -109 -10%
NSIM
629
North Star Investment Management
Illinois
$96K – – –
MCWS
630
McKinley Carter Wealth Services
West Virginia
$90K +$90K +868 New
LF
631
Lee Financial
Texas
$89K +$89K +861 New
FPB
632
First PREMIER Bank
South Dakota
$87K – – –
IA
633
IndexIQ Advisors
New York
$86K +$24.9K +242 +41%
FA
634
Fortis Advisors
Pennsylvania
$85K -$17K -164 -17%
VM
635
VPR Management
Texas
$77K – – –
PS
636
Portfolio Solutions
Michigan
$77K – – –
EWM
637
Edge Wealth Management
New York
$72K – – –
BWL
638
Bogart Wealth LLC
Virginia
$69K -$10M -95,518 -99%
FCAG
639
First Capital Advisors Group
New Jersey
$69K +$69K +667 New
VCM
640
Vigilant Capital Management
Maine
$68K – – –
AIC
641
Ayalon Insurance Company
Israel
$67K – – –
GBBWRPM
642
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$66K +$66K +642 New
TC
643
Trilogy Capital
California
$65K +$65K +628 New
FDCDDQ
644
Federation des caisses Desjardins du Quebec
Quebec, Canada
$63.7K +$1.75K +17 +3%
FMTCOCP
645
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$61.9K – – –
SBL
646
Sargent Bickham Lagudis
Colorado
$59K -$9.68K -94 -14%
SWP
647
Strategic Wealth Partners
Ohio
$59K – – –
RE
648
RBC Europe
United Kingdom
$58.8K – – –
AF
649
Allworth Financial
California
$54K – – –
TVWM
650
Tower View Wealth Management
Wisconsin
$53K +$309 +3 +0.6%
24 25
26
27 28