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 %
PCA
851
Providence Capital Advisors
North Carolina
$144K -$20.4K -230 -12%
FFW
852
Fusion Family Wealth
New York
$142K -$18.7K -210 -12%
BW
853
Bison Wealth
Georgia
$137K -$19.9K -224 -13%
LWCFA
854
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$134K -$3.55K -40 -3%
BA
855
Ballast Advisors
Minnesota
$134K – – –
HWA
856
Heritage Wealth Advisors
Virginia
$133K -$213K -2,390 -62%
LGWM
857
Litman Gregory Wealth Management
California
$123K -$49.1K -550 -29%
ONST
858
Old North State Trust
North Carolina
$123K -$2.77K -31 -2%
QCG
859
Quadrant Capital Group
Ohio
$120K +$44.8K +500 +60%
BEAM
860
Baker Ellis Asset Management
Washington
$116K – – –
OC
861
Oakworth Capital
Alabama
$115K +$3.11K +35 +3%
AA
862
Ancora Advisors
Ohio
$115K +$5.18K +58 +5%
IF
863
Ironwood Financial
Arizona
$113K -$219K -2,457 -66%
CAW
864
Cornerstone Advisors (Washington)
Washington
$111K – – –
BWA
865
BDO Wealth Advisors
Florida
$108K -$102K -1,142 -49%
CHA
866
Carmichael Hill & Associates
Maryland
$108K -$19.8K -222 -15%
HGWM
867
Harvest Group Wealth Management
Massachusetts
$107K – – –
SFSG
868
Stearns Financial Services Group
North Carolina
$104K +$38.6K +434 +59%
SIAP
869
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$103K – – –
NSIM
870
North Star Investment Management
Illinois
$103K +$11.6K +130 +13%
BFM
871
Boston Financial Management
Massachusetts
$103K +$103K +1,157 New
PW
872
Price Wealth
Texas
$102K – – –
WB
873
West Bancorporation
Iowa
$102K – – –
FWP
874
FAS Wealth Partners
Kansas
$101K +$20.1K +227 +25%
PP
875
Pacifica Partners
Canada
$99K – – –
33 34
35
36 37