VTV icon

Vanguard Value ETF
VTV

Overview Fund Activity

716 hedge funds and large institutions have $22.9B invested in Vanguard Value ETF in 2018 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 290 increasing their positions, 243 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
716
Holders Change
+16
Holders Change %
+2.29%
% of All Funds
16.43%
Holding in Top 10
101
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-9.82%
% of All Funds
2.32%
New
75
Increased
290
Reduced
243
Closed
54
Calls
$9.51M
Puts
$9.28M
Net Calls
+$236K
Net Calls Change
+$2.94M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$3.18B
2
UBS Group
UBS Group
Switzerland
$1.49B
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$210M
4
LPL Financial
LPL Financial
California
$376M
5
Betterment LLC
Betterment LLC
New York
$1.23B

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$533M
2
HI
Horizon Investments
North Carolina
$101M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$11.5M
4
BB
Bell Bank
North Dakota
$0
5
Ameriprise
Ameriprise
Minnesota
$232M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
101
MUFG Americas
New York
$15.7M +$2.33M +22,590 +17%
Janney Montgomery Scott
102
Janney Montgomery Scott
Pennsylvania
$15.7M -$1.76M -17,067 -10%
RWM
103
Rezny Wealth Management
Florida
$15.5M +$572K +5,543 +4%
WIC
104
Woodmont Investment Counsel
Tennessee
$15.4M -$260K -2,524 -2%
AAP
105
Arax Advisory Partners
Colorado
$15.4M -$1.55M -15,031 -9%
SAS
106
Sage Advisory Services
Texas
$15.4M +$15.4M +148,947 New
CAN
107
Cetera Advisor Networks
California
$15.3M +$828K +8,022 +6%
IA
108
IFP Advisors
Florida
$15.3M – – –
HH
109
Hilltop Holdings
Texas
$15.3M +$13.2M +127,689 +631%
CCM
110
Carlson Capital Management
Minnesota
$15M +$277K +2,681 +2%
PCG
111
Private Capital Group
Connecticut
$14.9M +$1.03M +9,940 +7%
CWM
112
Capital Wealth Management
Rhode Island
$14.8M -$200K -1,937 -1%
SAM
113
Stringer Asset Management
Tennessee
$14.8M -$452K -4,381 -3%
BSW
114
Buckingham Strategic Wealth
Missouri
$14.7M +$336K +3,261 +2%
Creative Planning
115
Creative Planning
Kansas
$14.5M -$210K -2,040 -1%
BWFA
116
Baltimore-Washington Financial Advisors
Maryland
$13.6M +$773K +7,492 +6%
MFW
117
Mosaic Family Wealth
Missouri
$13.4M +$526K +5,098 +4%
SP
118
Symmetry Partners
Connecticut
$12.9M +$1.36M +13,222 +12%
HCM
119
Hollencrest Capital Management
California
$12.6M -$707K -6,851 -5%
ECM
120
Evergreen Capital Management
Washington
$12.6M -$456K -4,421 -4%
APA
121
American Portfolios Advisors
New York
$12.4M +$2.46M +23,866 +25%
CWM
122
Cranbrook Wealth Management
Michigan
$12.2M -$497K -4,817 -4%
BS
123
Banco Santander
Spain
$11.6M +$11.6M +112,530 New
JPMPWA
124
J.P. Morgan Private Wealth Advisors
California
$11.5M -$91.2M -884,099 -89%
CW
125
CreativeOne Wealth
Kansas
$11.4M +$11.4M +110,461 New
3 4
5
6 7