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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 %
CA
676
Crewe Advisors
Utah
$17K +$17K +160 New
AWA
677
Acorn Wealth Advisors
Michigan
$16K +$16K +152 New
VCM
678
Virtue Capital Management
Tennessee
$16K +$16K +153 New
FIB
679
First Interstate Bank
Montana
$15K – – –
PCG
680
Private Capital Group
Connecticut
$14.3K +$14.3K +134,272 New
HT
681
Heritage Trust
Oklahoma
$14K – – –
WAS
682
WESPAC Advisors SoCal
California
$13K -$13K -125 -50%
SFC
683
SYM Financial Corp
Indiana
$13K +$13K +120 New
CA
684
Centerpoint Advisors
Massachusetts
$13K +$13K +124 New
RCG
685
Ruggie Capital Group
Florida
$12K – – –
AWM
686
Aevitas Wealth Management
Massachusetts
$12K +$12K +110 New
PFSC
687
Peoples Financial Services Corp
Pennsylvania
$11K – – –
AOWM
688
Alpha Omega Wealth Management
Virginia
$10K – – –
BWA
689
BDO Wealth Advisors
Florida
$9K – – –
SIS
690
Sound Income Strategies
Florida
$9K +$9K +84 New
Barclays
691
Barclays
United Kingdom
$6K -$850K -8,638 -99%
RIA
692
RPG Investment Advisory
California
$6K +$6K +61 New
FFG
693
Ford Financial Group
California
$6K +$6K +64 New
FCFS
694
First Command Financial Services
Texas
$5K – – –
SFPIA
695
Stevens First Principles Investment Advisors
California
$5K – – –
FCB
696
First Command Bank
Texas
$5K – – –
PK
697
Pflug Koory
Nebraska
$4K – – –
CDIA
698
Capital Directions Investment Advisors
Georgia
$1K -$24.4K -122 -96%
TFA
699
Transamerica Financial Advisors
Florida
$1K +$500 +1 +100%
PFA
700
Pure Financial Advisors
California
– -$12.6M -126,523 Closed
25 26 27
28
29