VTV icon

Vanguard Value ETF
VTV

Overview Fund Activity

998 hedge funds and large institutions have $31.5B invested in Vanguard Value ETF in 2020 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 413 increasing their positions, 373 reducing their positions, and 166 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
998
Holders Change
-98
Holders Change %
-8.94%
% of All Funds
22.05%
Holding in Top 10
140
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-7.28%
% of All Funds
3.09%
New
84
Increased
413
Reduced
373
Closed
166
Calls
$10.7M
Puts
$4.37M
Net Calls
+$6.35M
Net Calls Change
+$1.87M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$578M
2
Morgan Stanley
Morgan Stanley
New York
+$512M
3
TF
TIAA FSB
Florida
+$176M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$148M
5
Natixis Advisors
Natixis Advisors
Massachusetts
+$130M

Top Sellers

1
JFA
Johanson Financial Advisors
California
-$268M
2
CIAS
CBIZ Investment Advisory Services
Ohio
-$151M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$86.7M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$57.8M
5
ZCA
Zeke Capital Advisors
Pennsylvania
-$57.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
126
Empirical Wealth Management
Washington
$14.2M +$9.7M +108,951 +214%
SIC
127
Starr International Company
Switzerland
$14.2M – – –
BRWA
128
B. Riley Wealth Advisors
Florida
$14.2M +$1.31M +14,679 +10%
TCM
129
TD Capital Management
Tennessee
$14M -$1.4M -15,756 -9%
TPCW
130
TD Private Client Wealth
New York
$14M +$1.32M +14,825 +10%
NA
131
NewEdge Advisors
Louisiana
$13.7M -$102K -1,141 -0.7%
BCI
132
Brinker Capital Investments
Pennsylvania
$13.6M -$970K -10,893 -7%
SFS
133
Sowell Financial Services
Arkansas
$13.4M +$11.5M +128,641 +586%
FPIS
134
Financial Planning & Information Services
Wisconsin
$13.3M +$65.5K +735 +0.5%
CCM
135
Coldstream Capital Management
Washington
$13M -$4.08M -45,826 -24%
ECM
136
Evergreen Capital Management
Washington
$12.9M +$2.32M +26,036 +22%
BCIM
137
Bishop & Co Investment Management
Pennsylvania
$12.9M -$227K -1,893 -2%
EI
138
Ellevest Inc
New York
$12.6M +$2.65M +29,810 +27%
BWFA
139
Baltimore-Washington Financial Advisors
Maryland
$12.6M +$195K +2,184 +2%
CFSG
140
Community Financial Services Group
Vermont
$12.6M +$209K +2,349 +2%
WA
141
Waverly Advisors
Alabama
$12.4M +$1.13M +12,700 +10%
KCM
142
Kathmere Capital Management
Pennsylvania
$12.4M +$2.6M +29,176 +27%
CWM
143
Capital Wealth Management
Rhode Island
$12.4M -$106K -1,185 -0.8%
PPP
144
Private Portfolio Partners
New Jersey
$12.2M +$729K +8,186 +6%
Cetera Investment Advisers
145
Cetera Investment Advisers
Illinois
$12M +$2.27M +29,249 +23%
ACA
146
Affinity Capital Advisors
California
$11.7M +$4.17M +42,460 +55%
AAP
147
Arax Advisory Partners
Colorado
$11.7M +$250K +2,802 +2%
MMA
148
Miracle Mile Advisors
California
$11.6M +$6.56M +73,657 +130%
FC
149
Forte Capital
New York
$11.5M +$2.76M +31,014 +32%
MIAN
150
Mariner Independent Advisor Network
Kansas
$11.4M +$507K +5,948 +5%
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