VTV icon

Vanguard Value ETF
VTV

Overview Fund Activity

1,031 hedge funds and large institutions have $37.1B invested in Vanguard Value ETF in 2020 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 434 increasing their positions, 360 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,031
Holders Change
+25
Holders Change %
+2.49%
% of All Funds
20.86%
Holding in Top 10
136
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.16%
% of All Funds
2.75%
New
85
Increased
434
Reduced
360
Closed
47
Calls
$19.5M
Puts
$14.1M
Net Calls
+$5.48M
Net Calls Change
-$7.23M

Top Buyers

1
BlackRock
BlackRock
New York
+$250M
2
Bank of America
Bank of America
North Carolina
+$224M
3
SCM
SCS Capital Management
Massachusetts
+$75M
4
Morgan Stanley
Morgan Stanley
New York
+$59.1M
5
Betterment LLC
Betterment LLC
New York
+$53.9M

Top Sellers

1
CIAS
CBIZ Investment Advisory Services
Ohio
-$141M
2
EWA
EP Wealth Advisors
California
-$89.3M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$37.7M
4
PPFA
Provida Pension Fund Administrator
Chile
-$30.3M
5
Mariner
Mariner
Kansas
-$24.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPWT
951
MassMutual Private Wealth & Trust
Connecticut
$52K -$400K -3,829 -88%
1IA
952
1834 Investment Advisors
Wisconsin
$52K -$1.26K -12 -2%
BEI
953
Benjamin Edwards Inc
Missouri
$52K – – –
BW
954
Bison Wealth
Georgia
$51K – – –
RWA
955
Ropes Wealth Advisors
Massachusetts
$51K – – –
CAAS
956
Capital Asset Advisory Services
Michigan
$50K – – –
SIM
957
Sonora Investment Management
Arizona
$43K -$67.5K -644 -61%
LWA
958
Lowe Wealth Advisors
Maryland
$43K +$34.8K +333 +422%
LS
959
Leelyn Smith
Illinois
$42K -$1.89K -18 -4%
DAM
960
Delta Asset Management
Tennessee
$42K – – –
TFM
961
TFC Financial Management
Massachusetts
$42K +$42K +400 New
CCMW
962
Cypress Capital Management (Wyoming)
Wyoming
$41K +$41K +382 New
NSB
963
Norway Savings Bank
Maine
$40K – – –
HWM
964
Holloway Wealth Management
Florida
$38K -$36K – –
TCOV
965
Trust Company of Vermont
Vermont
$35K – – –
NL
966
NVWM LLC
Pennsylvania
$34K +$25.7K +245 +310%
NFSG
967
Newbridge Financial Services Group
Florida
$32K +$32K +302 New
PCWA
968
Pacific Capital Wealth Advisors
California
$31K +$31K +300 New
ANBT
969
American National Bank & Trust
Texas
$31K +$31K +300 New
JWM
970
Jeppson Wealth Management
California
$29K +$29K +280 New
CFO
971
CVA Family Office
Colorado
$28K +$206 +2 +0.7%
GI
972
Gradient Investments
Minnesota
$27K -$7.04K -67 -21%
HI
973
Human Investing
Oregon
$27K – – –
MIM
974
Macroview Investment Management
Maryland
$27K +$208 +2 +0.8%
LB
975
Legacy Bridge
Iowa
$25K – – –
37 38
39
40 41