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 %
AUB
776
Atlantic Union Bankshares
Virginia
$255K +$255K +2,866 New
AIM
777
Acropolis Investment Management
Missouri
$254K -$109K -1,222 -30%
JWCA
778
J.W. Coons Advisors
Ohio
$254K +$254K +2,858 New
ACA
779
Aptus Capital Advisors
Alabama
$252K -$4K -45 -2%
SWM
780
SeaCrest Wealth Management
New York
$250K -$99.9K -1,122 -29%
CCMD
781
Cypress Capital Management (Delaware)
Delaware
$250K – – –
SB
782
Strategic Blueprint
Georgia
$250K +$64.8K +727 +35%
MWA
783
Meridian Wealth Advisors
Texas
$250K +$250K +2,807 New
GG
784
GenWealth Group
New Jersey
$249K +$980 +11 +0.4%
AWS
785
AJ Wealth Strategies
New York
$246K -$196K -2,206 -44%
KeyBank National Association
786
KeyBank National Association
Ohio
$245K -$56.5K -635 -19%
EWA
787
ERTS Wealth Advisors
Michigan
$245K -$18.7K -210 -7%
GW
788
GW & Wade
Massachusetts
$244K +$44.1K +495 +22%
CFS
789
Cannon Financial Strategists
Georgia
$239K +$267 +3 +0.1%
DAS
790
Dynamic Advisor Solutions
Arizona
$239K -$337K -3,778 -59%
KA
791
Klingman & Associates
New York
$239K -$40.2K -451 -14%
CPSC
792
Carl P. Sherr & Co
Massachusetts
$239K – – –
SC
793
SouthState Corp
Florida
$239K +$4.27K +48 +2%
SIA
794
Soltis Investment Advisors
Utah
$238K -$137K -1,542 -37%
CFG
795
Cooper Financial Group
California
$237K -$243K -2,722 -51%
AP
796
Appleton Partners
Massachusetts
$237K +$237K +2,666 New
PMFA
797
Plante Moran Financial Advisors
Michigan
$235K -$62.2K -700 -21%
MFS
798
McNamara Financial Services
Massachusetts
$235K +$2.14K +24 +0.9%
FBFS
799
First Business Financial Services
Wisconsin
$233K – – –
BAM
800
Berkshire Asset Management
Pennsylvania
$232K – – –
30 31
32
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