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 %
CPA
751
Court Place Advisors
Maryland
– -$211K -1,987 Closed
EC
752
Estate Counselors
Wisconsin
– -$209K -1,970 Closed
MCM
753
Murphy Capital Management
New Jersey
– -$209K -1,966 Closed
KIA
754
KCM Investment Advisors
California
– -$205K -1,928 Closed
EDRIA
755
Edmonds Duncan Registered Investment Advisors
Kansas
– -$202K -1,904 Closed
MC
756
Moors & Cabot
Massachusetts
– -$202K -1,904 Closed
VCAM
757
Van Cleef Asset Management
Ohio
– -$202K -1,900 Closed
WWM
758
Windsor Wealth Management
Indiana
– -$201K -1,895 Closed
Fisher Asset Management
759
Fisher Asset Management
Washington
– -$200K -1,883 Closed
LC
760
Landaas & Company
Wisconsin
– -$200K -1,880 Closed
RWA
761
Ropes Wealth Advisors
Massachusetts
– -$106K -1,000 Closed
NPC
762
National Planning Corporation
California
– -$60.6K -570 Closed
SHJ
763
Sharkey, Howes & Javer
Colorado
– -$30K -283 Closed
RCA
764
Rowland Carmichael Advisors
Arizona
– -$29K -272 Closed
RFWA
765
RPg Family Wealth Advisory
Massachusetts
– -$28.7K -270 Closed
FIB
766
First Interstate Bank
Montana
– -$15K -144 Closed
FFG
767
Ford Financial Group
California
– -$6K -64 Closed
Barclays
768
Barclays
United Kingdom
– -$6K -61 Closed
CDIA
769
Capital Directions Investment Advisors
Georgia
– -$1K -5 Closed
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