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
+$72M
2
Betterment LLC
Betterment LLC
New York
+$71.9M
3
MG
Mather Group
Illinois
+$63.9M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$63.1M
5
SCM
SCS Capital Management
Massachusetts
+$49.8M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$638M
2
PPFA
Provida Pension Fund Administrator
Chile
-$241M
3
UBS Group
UBS Group
Switzerland
-$189M
4
Natixis Advisors
Natixis Advisors
Massachusetts
-$129M
5
CIAS
CBIZ Investment Advisory Services
Ohio
-$124M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
751
Narwhal Capital Management
Georgia
$349K – – –
PB
752
Pinnacle Bancorp
Nebraska
$348K +$91.3K +916 +36%
AF
753
Allworth Financial
California
$344K -$24.8M -248,531 -99%
CIC
754
Carnegie Investment Counsel
Ohio
$344K -$29.4K -295 -8%
1WA
755
180 Wealth Advisors
Washington
$343K -$3.52K -34 -1%
WWM
756
Windsor Wealth Management
Indiana
$343K – – –
GCA
757
Gradient Capital Advisors
California
$342K -$118K -1,183 -26%
CMBA
758
C.M. Bidwell & Associates
Hawaii
$341K -$6.68K -67 -2%
LPT
759
Legacy Private Trust
Wisconsin
$341K – – –
LWA
760
LWS Wealth Advisors
New Jersey
$339K -$154K -1,545 -31%
IFAM
761
Institutional & Family Asset Management
Colorado
$338K -$34.3K -344 -9%
CCA
762
Checchi Capital Advisers
California
$337K +$16.6K +167 +5%
IIC
763
Ironwood Investment Counsel
Arizona
$336K +$98.7K +991 +42%
ESB
764
Essex Savings Bank
Connecticut
$334K -$457K -4,584 -58%
VM
765
VPR Management
Texas
$334K – – –
FANJ
766
Financial Architects (New Jersey)
New Jersey
$334K +$89.9K +903 +37%
AIFAIM
767
American Institute for Advanced Investment Management
Arizona
$333K +$4.97K +50 +2%
BWA
768
Beam Wealth Advisors
Louisiana
$333K +$41.7K +412 +14%
KA
769
Klingman & Associates
New York
$332K +$65.1K +655 +24%
LC
770
Lincoln Capital
Nebraska
$326K +$15.2K +153 +5%
TF
771
TimeScale Financial
Massachusetts
$323K -$107K -1,075 -25%
PWM
772
PBMares Wealth Management
Virginia
$322K -$2.49K -25 -0.8%
WAG
773
Winthrop Advisory Group
Massachusetts
$321K -$4.28K -43 -1%
F
774
Filament
Washington
$320K – – –
CPO
775
Cerity Partners OCIO
New York
$316K -$12.8K -129 -4%
29 30
31
32 33