VTV icon

Vanguard Value ETF
VTV

Overview Fund Activity

529 hedge funds and large institutions have $14.8B invested in Vanguard Value ETF in 2016 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 215 increasing their positions, 130 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
529
Holders Change
+89
Holders Change %
+20.23%
% of All Funds
13.24%
Holding in Top 10
89
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+12.66%
% of All Funds
2.23%
New
113
Increased
215
Reduced
130
Closed
17
Calls
$1.31M
Puts
$1.84M
Net Calls
-$536K
Net Calls Change
-$3.65M

Top Buyers

1
HI
Horizon Investments
North Carolina
$288M
2
DCM
Dupont Capital Management
Delaware
$117M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$1.95B
4
UBS Group
UBS Group
Switzerland
$863M
5
Betterment LLC
Betterment LLC
New York
$802M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.98B
2
PPFA
Provida Pension Fund Administrator
Chile
$0
3
Fidelity Investments
Fidelity Investments
Massachusetts
$674M
4
MIS
Morningstar Investment Services
Illinois
$0
5
PC
Permanens Capital
New York
$35.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
126
Susquehanna International Group
Pennsylvania
$7.22M +$7.22M +77,644 New
FAAS
127
First Allied Advisory Services
California
$7.21M +$5.98M +64,264 +487%
LC
128
Lubar & Co
Wisconsin
$7.17M – – –
MFS
129
Monetta Financial Services
Illinois
$7.07M -$651K -7,000 -8%
AIS
130
American Investment Services
Massachusetts
$6.82M -$5.86K -63 -0.1%
Cetera Investment Advisers
131
Cetera Investment Advisers
Illinois
$6.41M +$1.78M +19,173 +39%
AIM
132
AMI Investment Management
Indiana
$6.19M +$155K +1,670 +3%
AI
133
Atria Investments
North Carolina
$6.1M +$1.29M +13,899 +27%
FA
134
FDx Advisors
Illinois
$6.09M +$3.04M +32,671 +99%
CWM
135
Cornerstone Wealth Management
Missouri
$6M +$167K +1,786 +3%
WAM
136
Wolverine Asset Management
Illinois
$5.87M +$4.01M +43,147 +216%
CG
137
Caprock Group
Idaho
$5.82M +$80.6K +867 +1%
Brown Advisory
138
Brown Advisory
Maryland
$5.8M +$372 +4 +0%
APSP
139
Asset Planning Services (Pennsylvania)
Pennsylvania
$5.79M +$292K +3,144 +5%
BWM
140
Braver Wealth Management
Massachusetts
$5.73M +$5.73M +61,553 New
HighTower Advisors
141
HighTower Advisors
Illinois
$5.64M +$392K +4,221 +7%
OPCM
142
Osborne Partners Capital Management
California
$5.5M -$4.65K -50 -0.1%
SB
143
Simmons Bank
Arkansas
$5.41M -$1.29M -13,860 -19%
CIBC Private Wealth Group
144
CIBC Private Wealth Group
Georgia
$5.41M +$244K +2,624 +5%
JPMorgan Chase & Co
145
JPMorgan Chase & Co
New York
$5.38M +$3.26M +35,014 +153%
PA
146
Probity Advisors
Texas
$5.32M -$295K -3,174 -5%
CGL
147
Clarius Group LLC
Washington
$5.27M -$113K -1,211 -2%
KFS
148
Kissinger Financial Services
Maryland
$5.26M +$2.16M +23,192 +69%
DPI
149
Diversified Portfolios Inc
Michigan
$5.09M -$175K -1,878 -3%
BCM
150
BTC Capital Management
Iowa
$5.05M +$79.6K +856 +2%
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