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 %
WT
876
Washington Trust
Rhode Island
$98K +$98K +1,100 New
MAM
877
Marquette Asset Management
Minnesota
$97K – – –
HDIM
878
Hanson & Doremus Investment Management
Vermont
$88K -$3.57M -40,228 -98%
CFO
879
CVA Family Office
Colorado
$86K +$86K +968 New
MDCM
880
Morgan Dempsey Capital Management
Wisconsin
$85K +$85K +952 New
JFGIW
881
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$83K – – –
MWP
882
Meridian Wealth Partners
Pennsylvania
$82K +$40.8K +457 +99%
HCM
883
Highlander Capital Management
New Jersey
$80K – – –
RIA
884
RPG Investment Advisory
California
$77K +$71.6K +806 +1,321%
FA
885
Fortis Advisors
Pennsylvania
$76K -$179 -2 -0.2%
TFGT
886
TS Financial Group (TSFG)
Illinois
$74K -$1.88K -21 -2%
LWANC
887
Laurel Wealth Advisors (North Carolina)
North Carolina
$72K – – –
LSA
888
Lion Street Advisors
Texas
$72K +$72K +806 New
ADL
889
Asset Dedication LLC
California
$67K -$29.1K -320 -30%
SL
890
Salomon & Ludwin
Virginia
$67K – – –
CMA
891
Cedar Mountain Advisors
Oregon
$67K – – –
MWM
892
MBE Wealth Management
Wisconsin
$66K -$227K -2,583 -77%
HPC
893
HM Payson & Co
Maine
$66K -$80.9K -911 -55%
SWM
894
Sugarloaf Wealth Management
Georgia
$63K – – –
ME
895
McIlrath & Eck
Washington
$63K – – –
BCM
896
Blume Capital Management
California
$62K +$62K +700 New
BWM
897
BerganKDV Wealth Management
Minnesota
$60K – – –
RE
898
RBC Europe
United Kingdom
$59.7K – – –
FBT
899
First Bank & Trust
South Dakota
$59K – – –
WTC
900
WhitTier Trust Company
Nevada
$58K – – –
34 35
36
37 38