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 %
GC
1026
Gibson Capital
Pennsylvania
– -$1.51M -12,591 Closed
WP
1027
WealthPLAN Partners
Nebraska
– -$1.51M -12,404 Closed
ODG
1028
O'Dell Group
Ohio
– -$1.33M -11,112 Closed
OCM
1029
Orser Capital Management
Texas
– -$1.24M -10,380 Closed
WMSA
1030
Weiss Multi-Strategy Advisers
New York
– -$1.2M -10,000 Closed
AR
1031
Advisory Research
Illinois
– -$1.18M -9,807 Closed
BAAM
1032
Baker Avenue Asset Management
California
– -$1.1M -9,205 Closed
SFG
1033
Sunburst Financial Group
Alabama
– -$892K -7,446 Closed
RT
1034
Rockland Trust
Massachusetts
– -$867K -7,238 Closed
CJA
1035
C-J Advisory
California
– -$751K -6,266 Closed
HIC
1036
Holderness Investments Company
North Carolina
– -$749K -6,253 Closed
TI
1037
Truepoint Inc
Ohio
– -$743K -6,196 Closed
PCIA
1038
Prime Capital Investment Advisors
Kansas
– -$733K -6,115 Closed
PWM
1039
Paulson Wealth Management
Illinois
– -$723K -5,954 Closed
TRCT
1040
Tower Research Capital (TRC)
New York
– -$713K -5,949 Closed
BTW
1041
Boston Trust Walden
Massachusetts
– -$698K -5,823 Closed
BA
1042
BCM Advisors
Louisiana
– -$672K -5,611 Closed
KP
1043
Keel Point
Alabama
– -$650K -5,425 Closed
BBHC
1044
Brown Brothers Harriman & Co
New York
– -$642K -5,356 Closed
IUHSA
1045
Itau Unibanco Holding S.A.
Brazil
– -$623K -5,202 Closed
BIM
1046
Bridges Investment Management
Nebraska
– -$559K -4,667 Closed
CIBC World Market
1047
CIBC World Market
Ontario, Canada
– -$549K -4,583 Closed
LSAG
1048
Lake Street Advisors Group
New Hampshire
– -$534K -4,455 Closed
Wealth Enhancement Advisory Services
1049
Wealth Enhancement Advisory Services
Minnesota
– -$533K -4,444 Closed
JC
1050
Jentner Corp
Ohio
– -$530K -4,422 Closed
40 41
42
43 44