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 %
LWM
626
Liberty Wealth Management
California
$523K -$16.6K -187 -3%
CWM
627
Connecticut Wealth Management
Connecticut
$520K -$87.5K -983 -14%
ACI
628
Alpha Cubed Investments
California
$509K -$101K -1,134 -17%
IWA
629
Inspirion Wealth Advisors
Illinois
$499K +$534 +6 +0.1%
CSIC
630
Clifford Swan Investment Counsel
California
$499K +$499K +5,599 New
TNB
631
Thomasville National Bank
Georgia
$498K +$1K +9 +0.2%
MJRIC
632
Mogy Joel R Investment Counsel
California
$492K – – –
OC
633
Oppenheimer & Co
New York
$490K -$170K -1,911 -26%
GT
634
Greenleaf Trust
Michigan
$486K -$166K -1,864 -25%
SBH
635
Segall Bryant & Hamill
Illinois
$484K – – –
LIM
636
Leavell Investment Management
Alabama
$480K +$1.6K +18 +0.3%
BZWA
637
Blue Zone Wealth Advisors
California
$476K -$1.27M -14,282 -73%
FFG
638
Frisch Financial Group
New York
$475K +$48.1K +541 +11%
EIC
639
Equity Investment Corp
Georgia
$467K +$467K +5,245 New
MIAS
640
Mason Investment Advisory Services
Virginia
$466K +$123K +1,380 +36%
RIS
641
Retirement Income Solutions
Michigan
$465K – – –
PA
642
Pinnacle Associates
New York
$460K +$28K +314 +6%
MGWM
643
Marks Group Wealth Management
Minnesota
$456K -$31.6K -354 -6%
VWM
644
Valley Wealth Managers
New Jersey
$456K +$145K +1,626 +47%
GLR
645
Great Lakes Retirement
Ohio
$455K -$60.7K -676 -12%
DJSG
646
D.J. St. Germain
Massachusetts
$454K +$156K +1,755 +53%
FNBOO
647
First National Bank of Omaha
Nebraska
$452K -$119K -1,340 -21%
RWP
648
RWA Wealth Partners
Massachusetts
$449K -$28.8K -324 -6%
GCM
649
Garland Capital Management
Washington
$449K -$7.57K -85 -2%
BCP
650
Berkeley Capital Partners
Georgia
$449K +$56.2K +631 +14%
24 25
26
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