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 %
LWA
976
Lowe Wealth Advisors
Maryland
$7K – – –
CWP
977
CFM Wealth Partners
Texas
$7K – – –
VCS
978
Vaughan & Co Securities
New Jersey
$6.06K +$1.34K +15 +28%
LWA
979
Lenox Wealth Advisors
New York
$6K -$23.5K -262 -80%
SCA
980
Stonebridge Capital Advisors
Minnesota
$6K – – –
MCM
981
McMillion Capital Management
North Carolina
$6K – – –
PA
982
Procyon Advisors
Connecticut
$6K – – –
JWBC
983
John W. Brooker & Co
California
$6K – – –
CAN
984
Claraphi Advisory Network
United States
$6K +$6K +66 New
EWM
985
Edge Wealth Management
New York
$5K – – –
WFMPM
986
Woodley Farra Manion Portfolio Management
Indiana
$5K – – –
AIM
987
Anchor Investment Management
South Carolina
$4.24K – – –
PK
988
Pflug Koory
Nebraska
$4K – – –
VRM
989
Vectors Research Management
New York
$2K -$88.2K -750 -98%
MF
990
Manchester Financial
California
$2K -$2.48K -26 -55%
SIS
991
Sound Income Strategies
Florida
$2K – – –
BCMIO
992
Beacon Capital Management Inc (Ohio)
Ohio
$2K +$2K +18 New
BCWM
993
Bartlett & Co Wealth Management
Ohio
$1.34K +$1.34K +15 New
FCH
994
Freestone Capital Holdings
Washington
$1.06K +$1 +11 +0.1%
CWA
995
Carolina Wealth Advisors
South Carolina
$1K – – –
SC
996
Stratford Consulting
Texas
$1K +$1K +9 New
CCA
997
Column Capital Advisors
Indiana
$1K +$1K +12 New
BC
998
Bartlett & Co
Ohio
$1K +$1K +15 New
NG
999
NWK Group
California
$1K +$1K +16 New
WA
1000
WBH Advisory
Maryland
$663 +$155 +1,743 +31%
38 39
40
41 42