VTV icon

Vanguard Value ETF
VTV

Overview Fund Activity

1,220 hedge funds and large institutions have $43.4B invested in Vanguard Value ETF in 2020 Q4 according to their latest regulatory filings, with 254 funds opening new positions, 492 increasing their positions, 312 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,220
Holders Change
+189
Holders Change %
+18.33%
% of All Funds
21.65%
Holding in Top 10
172
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+26.47%
% of All Funds
3.05%
New
254
Increased
492
Reduced
312
Closed
45
Calls
$25M
Puts
$26M
Net Calls
-$1.01M
Net Calls Change
-$6.49M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$419M
2
Truist Financial
Truist Financial
North Carolina
+$320M
3
Bank of America
Bank of America
North Carolina
+$230M
4
PPFA
Provida Pension Fund Administrator
Chile
+$195M
5
SCB
Saudi Central Bank
Saudi Arabia
+$111M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$784M
2
BlackRock
BlackRock
New York
-$256M
3
CIAS
CBIZ Investment Advisory Services
Ohio
-$156M
4
EMPI
Elo Mutual Pension Insurance
Finland
-$82M
5
DADC
D.A. Davidson & Co
Montana
-$64.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
NEPWA
776
New England Private Wealth Advisors
Massachusetts
$545K – – –
EWM
777
Executive Wealth Management
Michigan
$543K +$310K +2,607 +133%
IFWM
778
Institute for Wealth Management
Colorado
$541K +$218K +1,833 +68%
LFAS
779
Level Four Advisory Services
Texas
$540K -$35.4K -298 -6%
KFA
780
Kelleher Financial Advisors
New York
$538K -$60.9K -512 -10%
AF
781
Affiance Financial
Minnesota
$529K – – –
PP
782
Prudential plc
United Kingdom
$528K -$23.8K -200 -4%
RC
783
RegentAtlantic Capital
New Jersey
$526K +$56.8K +477 +12%
FC
784
Ferris Capital
Massachusetts
$525K – – –
SSB
785
Sandy Spring Bank
Maryland
$525K +$2.02K +17 +0.4%
TWA
786
TCI Wealth Advisors
Arizona
$522K +$4.76K +40 +0.9%
IWP
787
Icon Wealth Partners
Texas
$520K +$89.7K +754 +21%
CHA
788
Carmichael Hill & Associates
Maryland
$519K +$135K +1,133 +35%
PB
789
Pinnacle Bancorp
Nebraska
$515K +$99.7K +838 +24%
PFM
790
Parsec Financial Management
North Carolina
$514K -$187K -1,571 -27%
WA
791
Wealth Alliance
New York
$513K -$158K -1,329 -24%
PAMG
792
Patton Albertson Miller Group
Tennessee
$508K – – –
LIM
793
Leavell Investment Management
Alabama
$507K -$215K -1,807 -30%
EPWM
794
Essex Private Wealth Management
Massachusetts
$507K – – –
RWRC
795
R.W. Roge & Company
New York
$504K -$4.88K -41 -1%
ACM
796
Allred Capital Management
Texas
$503K -$4.27K -36 -0.8%
TI
797
Truepoint Inc
Ohio
$498K +$498K +4,184 New
SC
798
Scotia Capital
Ontario, Canada
$497K +$497K +4,178 New
OCPWS
799
One Charles Private Wealth Services
Massachusetts
$490K -$13.3M -111,937 -96%
CIA
800
Cohen Investment Advisors
New Hampshire
$487K +$487K +4,093 New
30 31
32
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