VTV icon

Vanguard Value ETF

1,297 hedge funds and large institutions have $50.3B invested in Vanguard Value ETF in 2021 Q1 according to their latest regulatory filings, with 148 funds opening new positions, 648 increasing their positions, 322 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,297
Holders Change
+77
Holders Change %
+6.31%
% of All Funds
22.84%
Holding in Top 10
201
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+16.86%
% of All Funds
3.54%
New
148
Increased
648
Reduced
322
Closed
59
Calls
$34.9M
Puts
$16.6M
Net Calls
+$18.3M
Net Calls Change
+$19.3M
Name Holding Trade Value Shares
Change
Shares
Change %
MGI
1026
MayTech Global Investments
New York
$302K
WW
1027
Westshore Wealth
California
$302K +$302K +2,297 New
WA1
1028
Wimmer Associates 1
California
$300K
UWPG
1029
Ullmann Wealth Partners Group
Florida
$300K +$71.1K +541 +31%
V
1030
VeraBank
Texas
$298K
FSG
1031
Financial Strategies Group
Michigan
$297K +$67.4K +513 +29%
SW
1032
SkyOak Wealth
Michigan
$296K +$296K +2,186 New
WB
1033
WesBanco Bank
West Virginia
$292K +$292K +2,221 New
RDWM
1034
Red Door Wealth Management
Tennessee
$291K
Principal Financial Group
1035
Principal Financial Group
Iowa
$290K +$29.9K +227 +11%
GAM
1036
Grandview Asset Management
Pennsylvania
$288K +$288K +2,188 New
DOA
1037
D'Orazio & Associates
Virginia
$287K -$521K -3,968 -64%
SAM
1038
S.A. Mason
Michigan
$287K
VWM
1039
Venturi Wealth Management
Texas
$286K +$286K +2,175 New
Janus Henderson Group
1040
Janus Henderson Group
United Kingdom
$285K +$285K +2,171 New
SIA
1041
Soltis Investment Advisors
Utah
$284K -$16.1K -122 -5%
CYG
1042
Clean Yield Group
Vermont
$283K
FWM
1043
Filbrandt Wealth Management
Wisconsin
$283K
HFA
1044
Hoover Financial Advisors
Pennsylvania
$282K
KIA
1045
KCM Investment Advisors
California
$281K -$20.7K -157 -7%
BCA
1046
Biltmore Capital Advisors
New Jersey
$280K -$9.98K -76 -3%
MPM
1047
Meritage Portfolio Management
Kansas
$280K
MWC
1048
MKD Wealth Coaches
Michigan
$280K
BOS
1049
Bingham Osborn & Scarborough
California
$280K +$131 +1 +0%
WCA
1050
Windsor Creek Advisors
Vermont
$279K +$279K +2,120 New