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 %
KIA
826
KCM Investment Advisors
California
$238K -$170K -1,700 -42%
RP
827
Rowlandmiller & Partners
Georgia
$237K – – –
AWM
828
Aevitas Wealth Management
Massachusetts
$237K +$5.77K +58 +2%
BPB
829
Badgley, Phelps & Bell
Washington
$237K +$237K +2,379 New
TFS
830
Thoroughbred Financial Services
Tennessee
$236K -$151K -1,516 -39%
NFG
831
NewFocus Financial Group
Washington
$235K -$106K -1,065 -31%
FG
832
Fiduciary Group
Georgia
$233K -$65.9K -663 -22%
SFS
833
Summit Financial Strategies
Ohio
$233K -$8.78K -88 -4%
IFWM
834
Institute for Wealth Management
Colorado
$233K -$1.99K -20 -0.8%
HSA
835
HBK Sorce Advisory
Pennsylvania
$233K +$233K +2,344 New
TCM
836
Telos Capital Management
California
$232K -$22.4K -225 -9%
SAM
837
Summit Asset Management
Tennessee
$232K – – –
DLCIG
838
D.L. Carlson Investment Group
New Hampshire
$231K -$13.5K -135 -6%
IAMOG
839
Investors Asset Management of Georgia
Georgia
$229K – – –
EIP
840
Ellis Investment Partners
Pennsylvania
$229K +$1.79K +18 +0.8%
AIC
841
Archer Investment Corporation
Indiana
$225K -$4.88K -49 -2%
V
842
VeraBank
Texas
$225K – – –
MCM
843
Mainstay Capital Management
Michigan
$225K +$225K +2,258 New
FWM
844
Filbrandt Wealth Management
Wisconsin
$224K +$9.35K +94 +4%
EW
845
Evoke Wealth
California
$223K – – –
KC
846
Kingfisher Capital
North Carolina
$223K +$223K +2,237 New
HPC
847
Hobart Private Capital
North Carolina
$223K +$223K +2,236 New
MLFP
848
MPS Loria Financial Planners
Illinois
$222K +$222K +2,227 New
LFA
849
Landmark Financial Advisors
Kentucky
$221K +$101 +1 +0%
BOS
850
Bingham Osborn & Scarborough
California
$221K +$221K +2,220 New
32 33
34
35 36