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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 %
IFG
826
Investors Financial Group
Minnesota
$448K +$107K +897 +31%
VWA
827
VERITY Wealth Advisors
United States
$448K +$448K +3,762 New
1WM
828
1900 Wealth Management
Texas
$448K +$448K +3,762 New
AF
829
Allworth Financial
California
$443K +$2.38K +20 +0.5%
WF
830
WoodTrust Financial
Wisconsin
$443K +$11.5K +97 +3%
CCM
831
Coe Capital Management
Illinois
$441K – – –
LK
832
Lumbard & Kellner
New Hampshire
$440K +$440K +3,725 New
LC
833
Lincoln Capital
Nebraska
$439K +$39.5K +332 +10%
PBF
834
Petix & Botte Financial
California
$437K -$22.9K -193 -5%
GCA
835
Gradient Capital Advisors
California
$435K +$15.1K +127 +4%
PHS
836
Pekin Hardy Strauss
Illinois
$434K +$238 +2 +0.1%
TAM
837
Townsend Asset Management
North Carolina
$434K +$5.95K +50 +1%
VWA
838
V Wealth Advisors
Kansas
$434K +$434K +3,651 New
SFA
839
Sequoia Financial Advisors
Ohio
$432K -$24K -202 -5%
ICG
840
InterOcean Capital Group
Tennessee
$432K +$432K +3,630 New
TFO
841
Tarbox Family Office
California
$431K – – –
RA
842
Reby Advisors
Connecticut
$429K +$429K +3,604 New
RW
843
REDW Wealth
New Mexico
$426K -$36.4K -306 -8%
IAN
844
Integrated Advisors Network
Texas
$426K +$11.4K +96 +3%
LPT
845
Legacy Private Trust
Wisconsin
$422K +$33.3K +280 +9%
CIAS
846
Capital Investment Advisory Services
North Carolina
$417K -$55.5K -466 -12%
NCM
847
Narwhal Capital Management
Georgia
$417K – – –
HTC
848
Haverford Trust Company
Pennsylvania
$415K – – –
TC
849
Trilogy Capital
California
$411K – – –
LWA
850
LWS Wealth Advisors
New Jersey
$410K – – –
32 33
34
35 36