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 %
EGA
926
Eagle Global Advisors
Texas
$301K – – –
TF
927
Trek Financial
Arizona
$301K +$13.6K +114 +5%
WP
928
WealthPLAN Partners
Nebraska
$301K +$301K +2,464 New
SNBOSD
929
Security National Bank of So Dak
Iowa
$300K – – –
SCM
930
Southport Capital Management
Tennessee
$298K -$119K -996 -28%
EFSCE
931
Enterprise Financial Services Corp (EFSC)
Missouri
$297K -$25.6K -215 -8%
TF
932
TimeScale Financial
Massachusetts
$296K -$23.8K -200 -7%
MFS
933
McNamara Financial Services
Massachusetts
$296K – – –
CFB
934
Cullen/Frost Bankers
Texas
$295K +$44.4K +373 +18%
EWA
935
Encompass Wealth Advisors
Oregon
$295K +$295K +2,480 New
IHWM
936
Iron Horse Wealth Management
Iowa
$295K +$295K +2,480 New
MLFP
937
MPS Loria Financial Planners
Illinois
$294K – – –
CPSC
938
Carl P. Sherr & Co
Massachusetts
$291K -$16.2K -136 -5%
CRC
939
Curi RMB Capital
Illinois
$290K – – –
GPA
940
Garrison Point Advisors
California
$289K – – –
HPC
941
Hobart Private Capital
North Carolina
$289K +$6.78K +57 +2%
RWP
942
RWA Wealth Partners
Massachusetts
$288K -$45.7K -384 -14%
RFA
943
Reilly Financial Advisors
California
$287K -$7.13K -60 -2%
FNBOMD
944
First National Bank of Mount Dora
Florida
$287K – – –
SWP
945
Summit Wealth Partners
Florida
$286K +$41.2K +346 +17%
AWM
946
Aevitas Wealth Management
Massachusetts
$285K +$832 +7 +0.3%
GLLW
947
Graves Light Lenhart Wealth
Virginia
$285K +$47.6K +401 +20%
FG
948
Fiduciary Group
Georgia
$284K +$371 +3 +0.1%
RP
949
Rowlandmiller & Partners
Georgia
$283K – – –
AIM
950
Acropolis Investment Management
Missouri
$281K -$2.97K -25 -1%
36 37
38
39 40