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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 %
RWA
1326
Ropes Wealth Advisors
Massachusetts
– -$317K -2,664 Closed
Allianz Asset Management
1327
Allianz Asset Management
Germany
– -$303K -2,543 Closed
SFS
1328
Summit Financial Strategies
Ohio
– -$278K -2,336 Closed
HJMC
1329
Hellman Jordan Management Company
Massachusetts
– -$272K -2,290 Closed
LFA
1330
Landmark Financial Advisors
Kentucky
– -$268K -2,194 Closed
ISWM
1331
Independent Solutions Wealth Management
New York
– -$237K -1,996 Closed
QC
1332
QCM Cayman
Texas
– -$230K -1,930 Closed
OC
1333
Oarsman Capital
Wisconsin
– -$225K -1,894 Closed
S
1334
Surevest
California
– -$206K -1,734 Closed
LWCFA
1335
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$180K -1,510 Closed
HGWM
1336
Harvest Group Wealth Management
Massachusetts
– -$91K -764 Closed
AWM
1337
Aberdeen Wealth Management
Illinois
– -$83K -700 Closed
BSSFA
1338
Baron Silver Stevens Financial Advisors
Florida
– -$49K -417 Closed
HH
1339
HWG Holdings
Texas
– -$46K -383 Closed
Qube Research & Technologies (QRT)
1340
Qube Research & Technologies (QRT)
United Kingdom
– -$38K -316 Closed
OIM
1341
Oder Investment Management
California
– -$30K -248 Closed
PWPS
1342
Pinnacle Wealth Planning Services
Ohio
– -$27K -230 Closed
TAM
1343
Tucker Asset Management
Colorado
– -$23.6K -198 Closed
YAL
1344
Your Advocates Ltd
Texas
– -$20K -194 Closed
SFG
1345
Sowa Financial Group
Rhode Island
– -$19K -163 Closed
CA
1346
Centerpoint Advisors
Massachusetts
– -$15K -124 Closed
GFPC
1347
Global Financial Private Client
Florida
– -$13.1K -110 Closed
IA
1348
Inspire Advisors
Idaho
– -$10K -88 Closed
MCM
1349
McMillion Capital Management
North Carolina
– -$8K -71 Closed
CCC
1350
Crescent Capital Consulting
Louisiana
– -$8K -65 Closed
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