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 %
LNB
676
Ledyard National Bank
$25K +$25K +239 New
PFGIA
677
Patriot Financial Group Insurance Agency
Massachusetts
$24K +$6.3K +63 +36%
CAGAS
678
Capital Advisory Group Advisory Services
Minnesota
$23K +$23K +218 New
LWA
679
Lenox Wealth Advisors
New York
$22K -$14.6K -144 -40%
WCM
680
Wealthcare Capital Management
Virginia
$21K – – –
BWA
681
BDO Wealth Advisors
Florida
$20K +$10.9K +104 +120%
KPCM
682
Kings Point Capital Management
New York
$20K +$20K +190 New
WAS
683
Winch Advisory Services
Wisconsin
$19K -$7.94M -78,977 -100%
HFP
684
Holistic Financial Partners
Indiana
$19K – – –
PA
685
Perennial Advisors
New York
$18K – – –
JFGIW
686
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$17K -$5.73K -57 -25%
GWS
687
Glassman Wealth Services
Virginia
$17K – – –
CA
688
Crewe Advisors
Utah
$17K – – –
CB
689
CNB Bank
Pennsylvania
$17K – – –
AWA
690
Acorn Wealth Advisors
Michigan
$17K +$950 +9 +6%
VIA
691
Vantage Investment Advisors
Pennsylvania
$16K +$101 +1 +0.6%
VCM
692
Virtue Capital Management
Tennessee
$16K +$104 +1 +0.7%
CL
693
Cabana LLC
Arkansas
$15.4K +$3.7K +33,998 +32%
CA
694
Centerpoint Advisors
Massachusetts
$13K – – –
SFC
695
SYM Financial Corp
Indiana
$12K -$101 -1 -0.8%
WAS
696
WESPAC Advisors SoCal
California
$12K – – –
BWP
697
Baldwin Wealth Partners
Massachusetts
$12K +$12K +112 New
MRCM
698
M&R Capital Management
New Jersey
$12K +$12K +124 New
RCG
699
Ruggie Capital Group
Florida
$11K – – –
AWM
700
Aevitas Wealth Management
Massachusetts
$11K – – –
26 27
28
29 30