VTV icon

Vanguard Value ETF
VTV

Overview Fund Activity

529 hedge funds and large institutions have $14.8B invested in Vanguard Value ETF in 2016 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 215 increasing their positions, 130 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
529
Holders Change
+89
Holders Change %
+20.23%
% of All Funds
13.24%
Holding in Top 10
89
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+12.66%
% of All Funds
2.23%
New
113
Increased
215
Reduced
130
Closed
17
Calls
$1.31M
Puts
$1.84M
Net Calls
-$536K
Net Calls Change
-$3.65M

Top Buyers

1
HI
1
Horizon Investments
North Carolina
$288M
2
DCM
2
Dupont Capital Management
Delaware
$117M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$1.95B
4
UBS Group
4
UBS Group
Switzerland
$863M
5
Betterment LLC
5
Betterment LLC
New York
$802M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$2.98B
2
PPFA
2
Provida Pension Fund Administrator
Chile
$0
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$674M
4
MIS
4
Morningstar Investment Services
Illinois
$0
5
PC
5
Permanens Capital
New York
$35.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
101
Janney Montgomery Scott
Pennsylvania
$10.6M +$1.37M +14,758 +15%
AAP
102
Arax Advisory Partners
Colorado
$10.6M +$10.6M +113,661 New
Creative Planning
103
Creative Planning
Kansas
$10.5M +$2.22M +23,901 +27%
FAT
104
First American Trust
California
$10.4M +$1.76M +18,916 +20%
Citigroup
105
Citigroup
New York
$10.3M +$726K +7,808 +8%
FAN
106
Financial Advisors Network
California
$10.2M +$10.2M +108,706 New
BCIM
107
Bishop & Co Investment Management
Pennsylvania
$10.2M +$461K +4,952 +5%
CFC
108
Coyle Financial Counsel
Illinois
$9.94M +$9.94M +106,833 New
CL
109
Choreo LLC
Illinois
$9.77M +$3.95M +42,461 +68%
SP
110
Symmetry Partners
Connecticut
$9.65M +$9.65M +103,725 New
VWM
111
Venturi Wealth Management
Texas
$9.63M +$2.32M +24,892 +32%
MFW
112
Mosaic Family Wealth
Missouri
$9.38M -$277K -2,977 -3%
LPL Financial
113
LPL Financial
California
$9.34M +$1.51M +16,196 +19%
ABFS
114
Appropriate Balance Financial Services
Washington
$9.22M -$118K -1,267 -1%
CAN
115
Cetera Advisor Networks
California
$9.22M +$897K +9,649 +11%
NL
116
NWAM LLC
Washington
$9.16M +$124K +1,337 +1%
PP
117
PagnatoKarp Partners
Virginia
$9.15M +$9.15M +98,421 New
AA
118
Advisory Alpha
Michigan
$9.1M +$9.1M +95,466 New
CPA
119
Capital Planning Advisors
California
$9.04M +$4.1M +44,119 +83%
KP
120
Keel Point
Alabama
$8.94M +$8.94M +96,080 New
CB
121
Chemical Bank
Michigan
$8.87M +$4.74K +51 +0.1%
SWM
122
SVA Wealth Management
Wisconsin
$8.56M +$233K +2,502 +3%
EA
123
Efficient Advisors
Ohio
$8.03M +$1.79M +19,233 +29%
SC
124
Savant Capital
Illinois
$7.68M -$88.2K -948 -1%
LFPWM
125
Leicht Financial Planning & Wealth Management
New Jersey
$7.52M +$7.52M +80,632 New
3 4
5
6 7