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 %
WAS
951
Winch Advisory Services
Wisconsin
$18K – – –
AWM
952
AllSquare Wealth Management
New York
$18K – – –
MAM
953
Meeder Asset Management
Ohio
$17K -$50.2K -561 -75%
FMTCOCP
954
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$16K – – –
SFG
955
Sowa Financial Group
Rhode Island
$15K – – –
PG
956
Proffitt & Goodson
Tennessee
$15K – – –
SFSIG
957
San Francisco Sentry Investment Group
California
$14K -$15.7K -175 -53%
RBC
958
Roble Belko & Company
Pennsylvania
$14K – – –
SBL
959
Sargent Bickham Lagudis
Colorado
$14K +$875 +10 +7%
NL
960
NWAM LLC
Washington
$13.8K +$1.5K +16,882 +12%
HF
961
Halpern Financial
Virginia
$12K – – –
MRC
962
Millburn Ridgefield Corp
New York
$12K -$92.8K -1,067 -89%
BAMG
963
Brand Asset Management Group
Missouri
$12K -$8.72K -101 -42%
MRCM
964
M&R Capital Management
New Jersey
$11K -$565K -6,365 -98%
IWP
965
IAG Wealth Partners
Wisconsin
$11K -$3.12K -34 -22%
CI
966
CX Institutional
Indiana
$11K +$1.99K +23 +22%
BWP
967
Baldwin Wealth Partners
Massachusetts
$10K – – –
TF
968
Tompkins Financial
New York
$9K -$257K -2,851 -97%
FA
969
Faithward Advisors
Pennsylvania
$9K – – –
PFSC
970
Peoples Financial Services Corp
Pennsylvania
$9K – – –
SC
971
Sawyer & Company
Massachusetts
$9K – – –
EAM
972
Eukles Asset Management
Ohio
$9K +$2.75K +29 +44%
BBPWM
973
Blue Bell Private Wealth Management
Pennsylvania
$9K +$9K +100 New
PWMG
974
Prestige Wealth Management Group
New Jersey
$8K – – –
AA
975
Advisory Alpha
Michigan
$7.52K -$18.4K -193 -71%
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39
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