VTV icon

Vanguard Value ETF
VTV

Overview Fund Activity

1,006 hedge funds and large institutions have $34.3B invested in Vanguard Value ETF in 2020 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 401 increasing their positions, 377 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,006
Holders Change
+8
Holders Change %
+0.8%
% of All Funds
20.68%
Holding in Top 10
139
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.71%
% of All Funds
2.86%
New
95
Increased
401
Reduced
377
Closed
82
Calls
$20.2M
Puts
$7.49M
Net Calls
+$12.7M
Net Calls Change
+$6.36M

Top Buyers

1
SEI Investments
SEI Investments
Pennsylvania
$236M
2
Betterment LLC
Betterment LLC
New York
$970M
3
MG
Mather Group
Illinois
$85.8M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$210M
5
SCM
SCS Capital Management
Massachusetts
$162M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$7.35B
2
PPFA
Provida Pension Fund Administrator
Chile
$199M
3
UBS Group
UBS Group
Switzerland
$1.55B
4
Natixis Advisors
Natixis Advisors
Massachusetts
$45M
5
CIAS
CBIZ Investment Advisory Services
Ohio
$141M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
51
Mission Wealth Management
California
$56.4M +$28.4M +285,158 +102%
BOH
52
Bank of Hawaii
Hawaii
$55.5M +$3.48M +34,913 +7%
IA
53
Independence Advisors
Pennsylvania
$52.2M +$3.37M +33,793 +7%
Stifel Financial
54
Stifel Financial
Missouri
$51.5M -$15.4M -154,246 -23%
JPMorgan Chase & Co
55
JPMorgan Chase & Co
New York
$51.5M -$2.34M -23,483 -4%
Mercer Global Advisors
56
Mercer Global Advisors
Colorado
$46.8M +$2.07M +20,764 +5%
BWM
57
Baystate Wealth Management
Massachusetts
$46.7M +$1.73M +17,354 +4%
PP
58
PrairieView Partners
Minnesota
$46.7M +$2.33M +23,446 +5%
HighTower Advisors
59
HighTower Advisors
Illinois
$46M -$3.16M -31,766 -6%
Natixis Advisors
60
Natixis Advisors
Massachusetts
$45M -$129M -1,298,364 -74%
Thrivent Financial for Lutherans
61
Thrivent Financial for Lutherans
Minnesota
$44.7M – – –
ZCA
62
Zeke Capital Advisors
Pennsylvania
$43.4M -$1.96M -19,656 -4%
OPS
63
Orion Portfolio Solutions
Nebraska
$42.9M +$1.42M +14,296 +3%
PW
64
Peninsula Wealth
California
$41.9M -$1.23M -12,331 -3%
BWM
65
Brickley Wealth Management
California
$41.7M +$1.09M +10,968 +3%
WSTAM
66
Wilbanks Smith & Thomas Asset Management
Virginia
$41.2M -$354K -3,555 -0.9%
CM
67
Cornerstone Management
Georgia
$40.1M +$1.61M +16,202 +4%
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
$40M -$323K -3,241 -0.8%
CHP
69
Cable Hill Partners
Oregon
$37.6M +$752K +7,553 +2%
MD
70
Money Design
Japan
$37.4M +$1.6M +16,023 +4%
3AM
71
3D Asset Management
Connecticut
$36.6M -$384K -3,856 -1%
FWM
72
Focused Wealth Management
New York
$35.9M +$35.5M +356,044 +7,687%
William Blair & Company
73
William Blair & Company
Illinois
$35.7M -$11.5M -115,646 -24%
HCC
74
Hirtle Callaghan & Co
Pennsylvania
$35M -$371K -3,720 -1%
OFG
75
Oxford Financial Group
Indiana
$33.7M +$1.34M +13,484 +4%
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