VTV icon

Vanguard Value ETF
VTV

Overview Fund Activity

1,031 hedge funds and large institutions have $37.1B invested in Vanguard Value ETF in 2020 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 434 increasing their positions, 360 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,031
Holders Change
+25
Holders Change %
+2.49%
% of All Funds
20.86%
Holding in Top 10
136
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.16%
% of All Funds
2.75%
New
85
Increased
434
Reduced
360
Closed
47
Calls
$19.5M
Puts
$14.1M
Net Calls
+$5.48M
Net Calls Change
-$7.23M

Top Buyers

1
BlackRock
BlackRock
New York
+$250M
2
Bank of America
Bank of America
North Carolina
+$224M
3
SCM
SCS Capital Management
Massachusetts
+$75M
4
Morgan Stanley
Morgan Stanley
New York
+$59.1M
5
Betterment LLC
Betterment LLC
New York
+$53.9M

Top Sellers

1
CIAS
CBIZ Investment Advisory Services
Ohio
-$141M
2
EWA
EP Wealth Advisors
California
-$89.3M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$37.7M
4
PPFA
Provida Pension Fund Administrator
Chile
-$30.3M
5
Mariner
Mariner
Kansas
-$24.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAM
726
Oppenheimer Asset Management
New York
$404K +$31.4K +300 +8%
PBF
727
Petix & Botte Financial
California
$402K -$583K -5,614 -59%
SFA
728
Sequoia Financial Advisors
Ohio
$401K +$81K +775 +25%
MIAS
729
Mason Investment Advisory Services
Virginia
$401K – – –
BWA
730
Beam Wealth Advisors
Louisiana
$394K +$50.1K +480 +15%
SWA
731
Stratos Wealth Advisors
Ohio
$394K +$134K +1,287 +52%
CCM
732
Coe Capital Management
Illinois
$387K -$13.6K -130 -3%
AF
733
Allworth Financial
California
$387K +$26.1K +250 +7%
KBFS
734
Kohmann Bosshard Financial Services
Ohio
$383K +$105 +1 +0%
PHS
735
Pekin Hardy Strauss
Illinois
$381K -$46.9K -449 -11%
TFO
736
Tarbox Family Office
California
$379K – – –
WF
737
WoodTrust Financial
Wisconsin
$379K – – –
IWP
738
Icon Wealth Partners
Texas
$378K +$522 +5 +0.1%
TAM
739
Townsend Asset Management
North Carolina
$376K +$1.05K +10 +0.3%
CMBA
740
C.M. Bidwell & Associates
Hawaii
$375K +$17.2K +165 +5%
PWC
741
PYA Waltman Capital
Tennessee
$374K +$374K +3,576 New
WQ
742
Wealth Quarterback
New Jersey
$370K – – –
GCA
743
Gradient Capital Advisors
California
$369K +$10K +96 +3%
CA
744
Continuum Advisory
Idaho
$368K -$8.47K -81 -2%
NCM
745
Narwhal Capital Management
Georgia
$366K – – –
HTC
746
Haverford Trust Company
Pennsylvania
$365K -$185K -1,767 -34%
PB
747
Pinnacle Bancorp
Nebraska
$365K +$105 +1 +0%
FANJ
748
Financial Architects (New Jersey)
New Jersey
$365K +$14.8K +142 +4%
SCM
749
Southport Capital Management
Tennessee
$365K +$365K +3,497 New
IAN
750
Integrated Advisors Network
Texas
$364K -$17.9K -171 -5%
28 29
30
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