VTV icon

Vanguard Value ETF
VTV

Overview Fund Activity

1,297 hedge funds and large institutions have $50.3B invested in Vanguard Value ETF in 2021 Q1 according to their latest regulatory filings, with 148 funds opening new positions, 648 increasing their positions, 322 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,297
Holders Change
+77
Holders Change %
+6.31%
% of All Funds
22.84%
Holding in Top 10
201
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+16.86%
% of All Funds
3.54%
New
148
Increased
648
Reduced
322
Closed
59
Calls
$34.9M
Puts
$16.6M
Net Calls
+$18.3M
Net Calls Change
+$19.3M

Top Buyers

1
CM
Churchill Management
California
$488M
2
Morgan Stanley
Morgan Stanley
New York
$3.11B
3
CI
Clal Insurance
Israel
$192M
4
Ameriprise
Ameriprise
Minnesota
$743M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$192M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$9.21B
2
CIAS
CBIZ Investment Advisory Services
Ohio
$193M
3
SCB
Saudi Central Bank
Saudi Arabia
$0
4
Bank of America
Bank of America
North Carolina
$10.1B
5
BlackRock
BlackRock
New York
$15.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
IRAG
1251
Investment Research & Advisory Group
Georgia
$24K – – –
PA
1252
Perennial Advisors
New York
$23K – – –
FMTCOCP
1253
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$23K – – –
CIA
1254
Choate Investment Advisors
Massachusetts
$23K +$22.5K +168 +4,200%
HI
1255
Hoey Investments
Pennsylvania
$22K – – –
MAM
1256
McCarthy Asset Management
California
$22K – – –
AWM
1257
AllSquare Wealth Management
New York
$21K – – –
RBC
1258
Roble Belko & Company
Pennsylvania
$21K – – –
JWBC
1259
John W. Brooker & Co
California
$18K +$131 +1 +0.7%
MRCM
1260
M&R Capital Management
New Jersey
$18K +$2.39K +19 +15%
CHC
1261
City Holding Co
West Virginia
$17K +$17K +129 New
WAS
1262
Winch Advisory Services
Wisconsin
$16K – – –
IWP
1263
IAG Wealth Partners
Wisconsin
$16K – – –
ADIM
1264
Alpha DNA Investment Management
Maryland
$16K – – –
BWP
1265
Baldwin Wealth Partners
Massachusetts
$15K – – –
HF
1266
Halpern Financial
Virginia
$14.2K – – –
PFSC
1267
Peoples Financial Services Corp
Pennsylvania
$13K – – –
EAM
1268
Eukles Asset Management
Ohio
$13K – – –
SC
1269
Sawyer & Company
Massachusetts
$13K – – –
VRM
1270
Vectors Research Management
New York
$11K +$11K +84 New
SFSIG
1271
San Francisco Sentry Investment Group
California
$10K – – –
FF
1272
FourThought Financial
Florida
$9K -$592 -5 -6%
LWA
1273
Lenox Wealth Advisors
New York
$9K – – –
CCM
1274
Covington Capital Management
California
$9K +$9K +70 New
EWM
1275
Edge Wealth Management
New York
$8K +$1.29K +10 +19%
49 50
51
52 53