VTV icon

Vanguard Value ETF
VTV

Overview Fund Activity

1,031 hedge funds and large institutions have $37.1B invested in Vanguard Value ETF in 2020 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 434 increasing their positions, 360 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,031
Holders Change
+25
Holders Change %
+2.49%
% of All Funds
20.86%
Holding in Top 10
136
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.16%
% of All Funds
2.75%
New
85
Increased
434
Reduced
360
Closed
47
Calls
$19.5M
Puts
$14.1M
Net Calls
+$5.48M
Net Calls Change
-$7.23M

Top Buyers

1
BlackRock
BlackRock
New York
$269M
2
Bank of America
Bank of America
North Carolina
$7.91B
3
SCM
SCS Capital Management
Massachusetts
$244M
4
Morgan Stanley
Morgan Stanley
New York
$1.94B
5
Betterment LLC
Betterment LLC
New York
$1.07B

Top Sellers

1
CIAS
CBIZ Investment Advisory Services
Ohio
$156M
2
EWA
EP Wealth Advisors
California
$232M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$222M
4
PPFA
Provida Pension Fund Administrator
Chile
$179M
5
Mariner
Mariner
Kansas
$110M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIG
101
Roosevelt Investment Group
New York
$26.3M +$16.8K +161 +0.1%
PFA
102
Pathway Financial Advisors
Vermont
$25.6M +$2.77M +26,482 +12%
CAN
103
Cetera Advisor Networks
California
$25.2M +$1.27M +12,187 +5%
AI
104
Atria Investments
North Carolina
$24.9M -$608K -5,814 -2%
Creative Planning
105
Creative Planning
Kansas
$24.6M +$1.64M +15,716 +7%
TFS
106
TrustCore Financial Services
Tennessee
$24.5M +$9.26M +88,578 +61%
EWA
107
Exencial Wealth Advisors
Oklahoma
$23.9M +$1.69M +16,124 +8%
Citigroup
108
Citigroup
New York
$23.6M -$392K -3,755 -2%
A
109
AdvicePeriod
California
$23.4M +$3.04M +29,130 +15%
VFA
110
Voya Financial Advisors
Connecticut
$23.2M +$589K +5,687 +3%
HT
111
Hefren-Tillotson
Pennsylvania
$22.9M +$286K +2,738 +1%
TPW
112
TL Private Wealth
Texas
$22.7M +$2.52M +23,068 +13%
AWM
113
AE Wealth Management
Kansas
$22.4M +$8.95M +85,607 +66%
SEIA
114
Signature Estate & Investment Advisors
California
$22.3M -$138K -1,316 -0.6%
SAS
115
Sage Advisory Services
Texas
$22.1M +$9.26M +88,566 +72%
DBT
116
Dubuque Bank & Trust
Iowa
$22M +$2.71M +25,925 +14%
Cetera Investment Advisers
117
Cetera Investment Advisers
Illinois
$21.9M +$1.07M +10,247 +5%
FAT
118
First American Trust
California
$21.5M -$1.31M -12,492 -6%
TWP
119
Total Wealth Planning
Ohio
$21.3M +$272K +2,598 +1%
IDA
120
Intelligence Driven Advisers
California
$21.3M +$21.3M +203,402 New
TIM
121
Total Investment Management
Arizona
$21.2M +$21.2M +206,962 New
JCM
122
Jacobsen Capital Management
Utah
$21M -$1.55M -14,803 -7%
EWM
123
Empirical Wealth Management
Washington
$20.7M +$1.28M +12,267 +7%
CCM
124
Carlson Capital Management
Minnesota
$20.7M -$32.7K -313 -0.2%
HWA
125
Heartwood Wealth Advisors
Virginia
$20.5M -$33.4K -320 -0.2%
3 4
5
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