VTV icon

Vanguard Value ETF
VTV

Overview Fund Activity

1,347 hedge funds and large institutions have $56.2B invested in Vanguard Value ETF in 2021 Q2 according to their latest regulatory filings, with 127 funds opening new positions, 670 increasing their positions, 353 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,347
Holders Change
+50
Holders Change %
+3.86%
% of All Funds
23.52%
Holding in Top 10
216
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+7.46%
% of All Funds
3.77%
New
127
Increased
670
Reduced
353
Closed
62
Calls
$38.1M
Puts
$40.6M
Net Calls
-$2.51M
Net Calls Change
-$20.8M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$1.4B
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$294M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$182M
4
Morgan Stanley
Morgan Stanley
New York
+$127M
5
Ameriprise
Ameriprise
Minnesota
+$116M

Top Sellers

1
CIAS
CBIZ Investment Advisory Services
Ohio
-$193M
2
PPFA
Provida Pension Fund Administrator
Chile
-$167M
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$71.9M
4
SMM
Stadion Money Management
Georgia
-$64.5M
5
FP
Financial Perspectives
Minnesota
-$57.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
VA
626
Valmark Advisers
Ohio
$1.78M -$32.2K -234 -2%
DAS
627
Dynamic Advisor Solutions
Arizona
$1.78M +$431K +3,138 +32%
V
628
Veritable
Delaware
$1.78M – – –
PA
629
PFG Advisors
Arizona
$1.78M +$433K +3,151 +32%
PCA
630
Pallas Capital Advisors
Massachusetts
$1.77M +$1.07M +7,698 +152%
KPW
631
Kore Private Wealth
New York
$1.76M +$200K +1,458 +13%
WWM
632
Western Wealth Management
Colorado
$1.74M +$85.6K +624 +5%
SCM
633
Stonehearth Capital Management
Massachusetts
$1.73M – – –
JGC
634
J. Goldman & Co
New York
$1.73M +$1.46M +10,606 +532%
KLI
635
Kelman-Lazarov Inc
Tennessee
$1.73M -$609K -4,428 -26%
MFW
636
Meristem Family Wealth
Minnesota
$1.72M – – –
EWM
637
Evercore Wealth Management
New York
$1.71M -$13.7K -100 -0.8%
NFG
638
Nations Financial Group
Iowa
$1.71M +$227K +1,654 +15%
LFF
639
Level Four Financial
Texas
$1.71M -$13.3K -97 -0.8%
PWP
640
Principle Wealth Partners
Connecticut
$1.7M +$27.5K +200 +2%
IC
641
Inscription Capital
Texas
$1.7M +$1.7M +12,394 New
JWA
642
JFS Wealth Advisors
Pennsylvania
$1.7M +$1.7M +12,374 New
CAM
643
Covenant Asset Management
New Jersey
$1.69M -$10K -73 -0.6%
COCM
644
Charter Oak Capital Management
New Hampshire
$1.68M +$87.9K +639 +6%
CDIA
645
Capital Directions Investment Advisors
Georgia
$1.68M +$1.68M +12,224 New
MCM
646
MAI Capital Management
Ohio
$1.67M -$164K -1,196 -9%
PL
647
Plancorp LLC
Missouri
$1.67M +$20.6K +150 +1%
RC
648
Roundview Capital
New Jersey
$1.66M -$550 -4 -0%
SFPM
649
Sensible Financial Planning & Management
Massachusetts
$1.65M -$157K -1,145 -9%
TAM
650
Tocqueville Asset Management
New York
$1.65M -$27.1K -197 -2%
24 25
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