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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
+$144M
2
LPL Financial
LPL Financial
California
+$120M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$120M
4
Bank of America
Bank of America
North Carolina
+$102M
5
UBS Group
UBS Group
Switzerland
+$100M

Top Sellers

1
Betterment LLC
Betterment LLC
New York
-$241M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$65.5M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$52.6M
4
ICOA
Investment Centers of America
North Dakota
-$51.8M
5
Ameriprise
Ameriprise
Minnesota
-$47.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
651
AlphaMark Advisors
Kentucky
$45K – – –
ADL
652
Asset Dedication LLC
California
$45K +$24.9K +236 +124%
1832 Asset Management
653
1832 Asset Management
Ontario, Canada
$43K +$43K +410 New
TSW
654
Thompson Siegel & Walmsley
Virginia
$40K – – –
LWA
655
Lenox Wealth Advisors
New York
$38K -$5.79K -55 -13%
JWA
656
JFS Wealth Advisors
Pennsylvania
$35K – – –
NSB
657
Norway Savings Bank
Maine
$35K – – –
AIP
658
Ameritas Investment Partners
Nebraska
$33K – – –
MBT
659
Monroe Bank & Trust
Michigan
$31K +$31K +295 New
1IA
660
1834 Investment Advisors
Wisconsin
$31K +$31K +295 New
SHJ
661
Sharkey, Howes & Javer
Colorado
$30K +$30K +283 New
RCA
662
Rowland Carmichael Advisors
Arizona
$29K – – –
SIAP
663
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$29K – – –
RFWA
664
RPg Family Wealth Advisory
Massachusetts
$28.7K – – –
CTB
665
Country Trust Bank
Illinois
$28K – – –
FGC
666
Financial Gravity Companies
Texas
$26K +$26K +234 New
JFGIW
667
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$24K +$24K +226 New
WCM
668
Wealthcare Capital Management
Virginia
$21K +$14K +133 +199%
PGWM
669
Parisi Gray Wealth Management
New Jersey
$21K +$21K +199 New
PFGIA
670
Patriot Financial Group Insurance Agency
Massachusetts
$20K +$2.83K +25 +16%
HFP
671
Holistic Financial Partners
Indiana
$20K +$20K +186 New
GWS
672
Glassman Wealth Services
Virginia
$18K – – –
PA
673
Perennial Advisors
New York
$18K – – –
CB
674
CNB Bank
Pennsylvania
$18K +$18K +165 New
VIA
675
Vantage Investment Advisors
Pennsylvania
$17K +$323 +3 +2%
25 26
27
28 29