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 %
Wealthfront Advisers
1051
Wealthfront Advisers
California
– -$523K -4,361 Closed
TCM
1052
Traynor Capital Management
Pennsylvania
– -$503K -4,202 Closed
NG
1053
Northstar Group
New York
– -$478K -3,988 Closed
BOS
1054
Bingham Osborn & Scarborough
California
– -$450K -3,752 Closed
GKWIM
1055
Gerber Kawasaki Wealth & Investment Management
California
– -$429K -3,585 Closed
AWM
1056
Aprio Wealth Management
Georgia
– -$429K -3,580 Closed
FSC
1057
Full Sail Capital
Oklahoma
– -$434K -3,578 Closed
RWM
1058
Ritholtz Wealth Management
New York
– -$424K -3,537 Closed
FI
1059
FormulaFolio Investments
Michigan
– -$410K -3,417 Closed
PWS
1060
Paragon Wealth Strategies
Florida
– -$408K -3,407 Closed
BAS
1061
Brown Advisory Securities
Maryland
– -$394K -3,287 Closed
LC
1062
Lindbrook Capital
California
– -$382K -3,190 Closed
BWM
1063
Buckley Wealth Management
Nevada
– -$360K -3,000 Closed
PG
1064
Patten Group
Tennessee
– -$344K -2,868 Closed
RF
1065
RHS Financial
California
– -$339K -2,830 Closed
KF
1066
Krilogy Financial
Missouri
– -$328K -2,737 Closed
GI
1067
Glovista Investments
New Jersey
– -$326K -2,720 Closed
ICM
1068
IMS Capital Management
Oregon
– -$320K -2,666 Closed
BPB
1069
Badgley, Phelps & Bell
Washington
– -$318K -2,650 Closed
PCM
1070
Poehling Capital Management
Wisconsin
– -$312K -2,600 Closed
XSC
1071
X-Square Capital
Puerto Rico
– -$311K -2,592 Closed
MWM
1072
Minot Wealth Management
Massachusetts
– -$290K -2,400 Closed
CRC
1073
Curi RMB Capital
Illinois
– -$282K -2,356 Closed
CWM
1074
Calamos Wealth Management
Illinois
– -$276K -2,301 Closed
VWM
1075
Venturi Wealth Management
Texas
– -$275K -2,294 Closed
41 42
43
44 45