VTV icon

Vanguard Value ETF
VTV

Overview Fund Activity

1,220 hedge funds and large institutions have $43.4B invested in Vanguard Value ETF in 2020 Q4 according to their latest regulatory filings, with 254 funds opening new positions, 492 increasing their positions, 312 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,220
Holders Change
+189
Holders Change %
+18.33%
% of All Funds
21.65%
Holding in Top 10
172
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+26.47%
% of All Funds
3.05%
New
254
Increased
492
Reduced
312
Closed
45
Calls
$25M
Puts
$26M
Net Calls
-$1.01M
Net Calls Change
-$6.49M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$419M
2
Truist Financial
Truist Financial
North Carolina
+$320M
3
Bank of America
Bank of America
North Carolina
+$230M
4
PPFA
Provida Pension Fund Administrator
Chile
+$195M
5
SCB
Saudi Central Bank
Saudi Arabia
+$111M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$784M
2
BlackRock
BlackRock
New York
-$256M
3
CIAS
CBIZ Investment Advisory Services
Ohio
-$156M
4
EMPI
Elo Mutual Pension Insurance
Finland
-$82M
5
DADC
D.A. Davidson & Co
Montana
-$64.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
1076
Marquette Asset Management
Minnesota
$119K – – –
OPW
1077
Oxler Private Wealth
New York
$117K +$117K +989 New
AIC
1078
Ayalon Insurance Company
Israel
$109K +$86.7K +729 +390%
BWA
1079
BDO Wealth Advisors
Florida
$108K -$5.93K -50 -5%
HCM
1080
Highlander Capital Management
New Jersey
$106K – – –
FPW
1081
Flagship Private Wealth
Massachusetts
$105K +$105K +886 New
LS
1082
Leelyn Smith
Illinois
$103K +$55.3K +464 +116%
RIA
1083
RPG Investment Advisory
California
$98K – – –
LWANC
1084
Laurel Wealth Advisors (North Carolina)
North Carolina
$96K – – –
Kayne Anderson Rudnick Investment Management
1085
Kayne Anderson Rudnick Investment Management
California
$95K +$239 +2 +0.3%
CAL
1086
Capital Analysts LLC
Pennsylvania
$93K +$85.1K +712 +1,079%
WFA
1087
West Financial Advisors
Iowa
$93K +$93K +781 New
TFGT
1088
TS Financial Group (TSFG)
Illinois
$92K – – –
HGWM
1089
Harvest Group Wealth Management
Massachusetts
$91K +$834 +7 +0.9%
CMA
1090
Cedar Mountain Advisors
Oregon
$90K – – –
BFG
1091
Baron Financial Group
New Jersey
$86K – – –
HPC
1092
HM Payson & Co
Maine
$86K +$10.5K +89 +14%
SWM
1093
Sugarloaf Wealth Management
Georgia
$85K – – –
SNT
1094
Security National Trust
West Virginia
$84K – – –
BAMG
1095
Brand Asset Management Group
Missouri
$83K +$1.67K +14 +2%
MRC
1096
Millburn Ridgefield Corp
New York
$83K +$10.3K +86 +14%
AWM
1097
Aberdeen Wealth Management
Illinois
$83K +$83K +700 New
WTC
1098
WhitTier Trust Company
Nevada
$78K – – –
BBHC
1099
Brown Brothers Harriman & Co
New York
$78K +$78K +657 New
MWP
1100
Meridian Wealth Partners
Pennsylvania
$77K +$955 +8 +1%
42 43
44
45 46