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
+$578M
2
Morgan Stanley
Morgan Stanley
New York
+$512M
3
TF
TIAA FSB
Florida
+$176M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$148M
5
Natixis Advisors
Natixis Advisors
Massachusetts
+$130M

Top Sellers

1
JFA
Johanson Financial Advisors
California
-$268M
2
CIAS
CBIZ Investment Advisory Services
Ohio
-$151M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$86.7M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$57.8M
5
ZCA
Zeke Capital Advisors
Pennsylvania
-$57.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPW
751
Parcion Private Wealth
Washington
$294K +$294K +3,303 New
WA
752
Winfield Associates
Ohio
$293K -$335K -3,760 -53%
1WA
753
180 Wealth Advisors
Washington
$292K +$23.6K +270 +9%
WAG
754
Winthrop Advisory Group
Massachusetts
$291K +$1.87K +21 +0.6%
PWM
755
PBMares Wealth Management
Virginia
$290K +$52.7K +592 +22%
OCM
756
One Capital Management
California
$289K +$82K +921 +40%
CCA
757
Checchi Capital Advisers
California
$287K -$8.56K -96 -3%
F
758
Filament
Washington
$286K -$41.6K -468 -13%
HFA
759
Hoover Financial Advisors
Pennsylvania
$285K -$2.14K -24 -0.7%
BS
760
Boenning & Scattergood
Pennsylvania
$284K +$17.4K +195 +7%
CMO
761
Covenant Multifamily Offices
Texas
$280K -$1.2M -13,498 -81%
LFPWM
762
Leicht Financial Planning & Wealth Management
New Jersey
$278K -$233K -2,625 -46%
LC
763
Lincoln Capital
Nebraska
$278K +$38.5K +432 +16%
MC
764
Mathes Company
New York
$277K – – –
FNT
765
First National Trust
Pennsylvania
$276K – – –
PWP
766
Principle Wealth Partners
Connecticut
$275K -$185K -2,080 -40%
CWM
767
Centric Wealth Management
Illinois
$274K +$53.3K +493 +24%
ATPW
768
Ashton Thomas Private Wealth
Arizona
$271K -$12.8K -144 -5%
AF
769
Apexium Financial
Texas
$268K -$219K -2,458 -45%
RWM
770
RKL Wealth Management
Pennsylvania
$268K – – –
FG
771
Fiduciary Group
Georgia
$268K – – –
ST
772
Smithfield Trust
Pennsylvania
$265K – – –
RMCM
773
Reynders McVeigh Capital Management
Massachusetts
$263K +$8.63K +97 +3%
PFP
774
Pinnacle Financial Partners
Tennessee
$257K -$75.7K -852 -23%
BWA
775
Beam Wealth Advisors
Louisiana
$257K +$14.6K +164 +6%
29 30
31
32 33