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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 %
LWM
1151
Lionsbridge Wealth Management
Florida
– -$22K -192 Closed
HCA
1152
Horan Capital Advisors
Ohio
– -$16K -137 Closed
LFA
1153
Lighthouse Financial Advisors
Maryland
– -$14K -122 Closed
TCWM
1154
Total Clarity Wealth Management
Illinois
– -$15K -122 Closed
CIA
1155
Cascade Investment Advisors
Oregon
– -$12K -100 Closed
RCA
1156
Rowland Carmichael Advisors
Arizona
– -$12K -100 Closed
DC
1157
DeDora Capital
California
– -$11K -95 Closed
CL
1158
Cabana LLC
Arkansas
– -$8K -66 Closed
FPFS
1159
First Personal Financial Services
North Carolina
– -$8K -65 Closed
HI
1160
Hudock Inc
Pennsylvania
– -$7K -60 Closed
WWM
1161
Willingdon Wealth Management
North Carolina
– -$7K -60 Closed
FGAM
1162
Financial Gravity Asset Management
Texas
– -$6K -54 Closed
OIA
1163
Optimum Investment Advisors
Illinois
– -$6K -51 Closed
SMFS
1164
Squar Milner Financial Services
California
– -$2K -24 Closed
OSAM
1165
O'Shaughnessy Asset Management
Connecticut
– -$1K -7 Closed
CHAM
1166
Clear Harbor Asset Management
Connecticut
– -$719 -6 Closed
SHWM
1167
Silicon Hills Wealth Management
Texas
– -$28 -2 Closed
Luther King Capital Management (LKCM)
1168
Luther King Capital Management (LKCM)
Texas
– -$377K – –
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