VTV icon

Vanguard Value ETF
VTV

Overview Fund Activity

700 hedge funds and large institutions have $23.9B invested in Vanguard Value ETF in 2017 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 261 increasing their positions, 193 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
+117
Holders Change %
+20.07%
% of All Funds
15.9%
Holding in Top 10
112
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+20.43%
% of All Funds
2.54%
New
148
Increased
261
Reduced
193
Closed
26
Calls
$701K
Puts
$3.4M
Net Calls
-$2.7M
Net Calls Change
-$4.49M

Top Buyers

1
HI
Horizon Investments
North Carolina
$284M
2
LPL Financial
LPL Financial
California
$290M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$3.16B
4
Bank of America
Bank of America
North Carolina
$5.99B
5
UBS Group
UBS Group
Switzerland
$1.42B

Top Sellers

1
Betterment LLC
Betterment LLC
New York
$1.19B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$825M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$675M
4
ICOA
Investment Centers of America
North Dakota
$218K
5
Ameriprise
Ameriprise
Minnesota
$311M
Name Holding Trade Value Shares
Change 		Shares
Change %
SP
126
Symmetry Partners
Connecticut
$11.9M +$550K +5,171 +5%
BCIM
127
Bishop & Co Investment Management
Pennsylvania
$11.8M +$85.3K +802 +0.7%
CPA
128
Capital Planning Advisors
California
$11.6M -$419K -3,944 -3%
ACM
129
AlphaStar Capital Management
North Carolina
$11.4M +$11.4M +107,686 New
NL
130
NWAM LLC
Washington
$11.4M +$127K +1,199 +1%
CFC
131
Coyle Financial Counsel
Illinois
$10.6M +$10.6M +99,301 New
CB
132
Chemical Bank
Michigan
$10.4M +$338K +3,182 +3%
BWL
133
Bogart Wealth LLC
Virginia
$10.2M +$10.2M +96,177 New
APA
134
American Portfolios Advisors
New York
$10.2M +$10.2M +95,842 New
MCM
135
Manchester Capital Management
Vermont
$9.9M -$383K -3,607 -4%
BRWA
136
B. Riley Wealth Advisors
Florida
$9.81M +$2.14M +20,131 +28%
Cerity Partners
137
Cerity Partners
New York
$9.71M +$257K +2,420 +3%
SWM
138
SVA Wealth Management
Wisconsin
$9.06M -$405K -3,807 -4%
Thrivent Financial for Lutherans
139
Thrivent Financial for Lutherans
Minnesota
$8.95M +$565K +5,319 +7%
Susquehanna International Group
140
Susquehanna International Group
Pennsylvania
$8.8M +$8.8M +82,747 New
Brown Advisory
141
Brown Advisory
Maryland
$8.66M -$157K -1,481 -2%
Cetera Investment Advisers
142
Cetera Investment Advisers
Illinois
$8.59M +$693K +6,520 +9%
GP
143
Girard Partners
Pennsylvania
$8.59M +$1.06M +9,989 +14%
SFM
144
Signet Financial Management
New Jersey
$8.44M -$468K -4,404 -5%
WAS
145
Winch Advisory Services
Wisconsin
$8.42M +$251K +2,362 +3%
WA
146
Waverly Advisors
Alabama
$8.36M +$2.79M +26,227 +50%
MFS
147
Monetta Financial Services
Illinois
$8.09M – – –
AIM
148
AMI Investment Management
Indiana
$7.94M +$178K +1,674 +2%
US Bancorp
149
US Bancorp
Minnesota
$7.66M +$1.97M +18,485 +35%
CWM
150
Cornerstone Wealth Management
Missouri
$7.52M +$81.4K +752 +1%
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