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
$7.26B
2
Morgan Stanley
Morgan Stanley
New York
$1.61B
3
TF
TIAA FSB
Florida
$585M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$618M
5
Natixis Advisors
Natixis Advisors
Massachusetts
$156M

Top Sellers

1
JFA
Johanson Financial Advisors
California
$2.59M
2
CIAS
CBIZ Investment Advisory Services
Ohio
$124M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$218M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$170M
5
ZCA
Zeke Capital Advisors
Pennsylvania
$40.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
HT
101
Hefren-Tillotson
Pennsylvania
$19.1M -$1.76M -19,416 -8%
CCM
102
Carlson Capital Management
Minnesota
$19.1M -$3.33M -34,522 -15%
BEC
103
Blue Edge Capital
Virginia
$19.1M -$3.69M -41,416 -16%
BRWM
104
B. Riley Wealth Management
Tennessee
$19M +$2.97M +33,389 +18%
A
105
AdvicePeriod
California
$18.9M -$7.85M -88,138 -29%
VFA
106
Voya Financial Advisors
Connecticut
$18.8M +$530K +5,837 +3%
PFA
107
Pathway Financial Advisors
Vermont
$17.6M -$499K -5,799 -3%
MWM
108
Modera Wealth Management
New Jersey
$17.5M -$2.32M -26,037 -12%
TPW
109
TL Private Wealth
Texas
$17.5M +$2.52M +26,212 +17%
HWA
110
Heartwood Wealth Advisors
Virginia
$17.4M -$2.04M -22,881 -10%
TWP
111
Total Wealth Planning
Ohio
$17.2M +$2.96M +33,250 +21%
CC
112
Courier Capital
New York
$17.1M +$165K +1,767 +1%
HC
113
HNP Capital
New York
$17.1M +$17.1M +182,407 New
SI
114
Stephens Inc
Arkansas
$16.8M +$213K +2,391 +1%
RVPG
115
Relative Value Partners Group
$16.6M -$5.63M -63,246 -25%
SEIA
116
Signature Estate & Investment Advisors
California
$16.4M +$2.9M +32,519 +21%
W
117
WealthOne
New York
$16.4M -$79.4K -892 -0.5%
AAS
118
Avantax Advisory Services
Texas
$15.6M +$1.31M +14,679 +9%
BSW
119
Buckingham Strategic Wealth
Missouri
$15.3M +$904K +10,150 +6%
T
120
TrueFG
Texas
$14.8M +$1.6M +17,929 +12%
MGIA
121
Moneta Group Investment Advisors
Missouri
$14.8M +$2.74M +30,746 +23%
Janney Montgomery Scott
122
Janney Montgomery Scott
Pennsylvania
$14.7M -$3.16M -35,436 -18%
EWA
123
Exencial Wealth Advisors
Oklahoma
$14.6M +$5.07M +56,931 +53%
SP
124
Symmetry Partners
Connecticut
$14.6M +$1.7M +19,101 +13%
Mirae Asset Global Investments
125
Mirae Asset Global Investments
South Korea
$14.5M +$1.33M +14,950 +10%
3 4
5
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