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
$7.26B
2
Morgan Stanley
Morgan Stanley
New York
$1.61B
3
TF
TIAA FSB
Florida
$585M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$618M
5
Natixis Advisors
Natixis Advisors
Massachusetts
$156M

Top Sellers

1
JFA
Johanson Financial Advisors
California
$2.59M
2
CIAS
CBIZ Investment Advisory Services
Ohio
$124M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$218M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$170M
5
ZCA
Zeke Capital Advisors
Pennsylvania
$40.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPW
51
Waldron Private Wealth
Pennsylvania
$48M +$34.8M +390,535 +264%
BOH
52
Bank of Hawaii
Hawaii
$46.5M -$2.33M -26,127 -5%
CAPTRUST Financial Advisors
53
CAPTRUST Financial Advisors
North Carolina
$46.2M -$8.84M -103,717 -16%
SGAM
54
Stephens Group Asset Management
Arkansas
$44.9M -$10.9M -122,226 -20%
HighTower Advisors
55
HighTower Advisors
Illinois
$43.9M -$603K -6,775 -1%
IA
56
Independence Advisors
Pennsylvania
$43.7M +$11.4M +128,520 +35%
Thrivent Financial for Lutherans
57
Thrivent Financial for Lutherans
Minnesota
$43.1M +$28.2M +319,851 +190%
William Blair & Company
58
William Blair & Company
Illinois
$42.2M +$4.18M +46,949 +11%
ZCA
59
Zeke Capital Advisors
Pennsylvania
$40.6M -$57.2M -641,401 -58%
BWM
60
Baystate Wealth Management
Massachusetts
$40.3M +$2.75M +30,845 +7%
Mercer Global Advisors
61
Mercer Global Advisors
Colorado
$40M +$1.26M +14,153 +3%
PP
62
PrairieView Partners
Minnesota
$39.7M -$1.61M -18,096 -4%
JA
63
JOYN Advisors
Georgia
$38.9M -$9.98M -112,042 -20%
PW
64
Peninsula Wealth
California
$38.6M -$2.27M -25,510 -6%
WSTAM
65
Wilbanks Smith & Thomas Asset Management
Virginia
$37.2M -$354K -3,976 -0.9%
OPS
66
Orion Portfolio Solutions
Nebraska
$37.1M -$4.34M -48,692 -10%
BWM
67
Brickley Wealth Management
California
$36.3M +$557K +6,251 +2%
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
$36M +$3.39M +38,029 +10%
CM
69
Cornerstone Management
Georgia
$34.4M +$1.99M +22,342 +6%
3AM
70
3D Asset Management
Connecticut
$33.1M +$667K +7,489 +2%
CHP
71
Cable Hill Partners
Oregon
$33M -$2.46M -27,592 -7%
MD
72
Money Design
Japan
$32M +$6.31M +70,830 +25%
HCC
73
Hirtle Callaghan & Co
Pennsylvania
$31.7M -$18.2M -204,370 -37%
Fifth Third Bancorp
74
Fifth Third Bancorp
Ohio
$31.5M +$368K +4,131 +1%
OFG
75
Oxford Financial Group
Indiana
$28.9M +$26.5M +297,068 +1,080%
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