VTV icon

Vanguard Value ETF
VTV

Overview Fund Activity

440 hedge funds and large institutions have $14.1B invested in Vanguard Value ETF in 2016 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 198 increasing their positions, 130 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
440
Holders Change
+7
Holders Change %
+1.62%
% of All Funds
11.76%
Holding in Top 10
79
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+6.76%
% of All Funds
2.11%
New
33
Increased
198
Reduced
130
Closed
19
Calls
$4.99M
Puts
$1.88M
Net Calls
+$3.11M
Net Calls Change
-$3.46M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$3.69B
2
Betterment LLC
Betterment LLC
New York
$674M
3
UBS Group
UBS Group
Switzerland
$719M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$554M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$1.73B

Top Sellers

1
PPFA
Provida Pension Fund Administrator
Chile
$375M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$267K
3
Fidelity Investments
Fidelity Investments
Massachusetts
$685M
4
MIH
Madison Investment Holdings
Wisconsin
$11.9M
5
AIA
Arrow Investment Advisors
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PFM
151
Phillips Financial Management
Indiana
$3.58M -$17K -198 -0.5%
TCM
152
Twin Capital Management
Pennsylvania
$3.47M +$1.63M +18,690 +88%
WA
153
Wilshire Advisors
California
$3.47M +$1.63M +18,690 +88%
WP
154
WealthSource Partners
California
$3.44M +$73.1K +840 +2%
DWM
155
Destination Wealth Management
California
$3.43M -$56.2K -646 -2%
KLI
156
Kelman-Lazarov Inc
Tennessee
$3.42M -$103K -1,195 -3%
EWA
157
Exencial Wealth Advisors
Oklahoma
$3.37M -$188K -2,181 -5%
CF
158
Corrigan Financial
Rhode Island
$3.37M -$103K -1,180 -3%
CCM
159
Colorado Capital Management
Colorado
$3.34M +$213K +2,449 +7%
MA
160
MUFG Americas
New York
$3.22M -$177K -2,032 -5%
AWM
161
Avior Wealth Management
Nebraska
$3.16M -$13.9K -160 -0.4%
CCWA
162
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.08M +$852K +9,788 +38%
Northern Trust
163
Northern Trust
Illinois
$3.06M -$152K -1,747 -5%
SFM
164
Signet Financial Management
New Jersey
$3.04M +$361K +4,150 +14%
SAM
165
Sawgrass Asset Management
Florida
$3.03M – – –
SG Americas Securities
166
SG Americas Securities
New York
$2.97M -$7.01M -80,564 -70%
CG
167
Colony Group
Massachusetts
$2.96M -$80.4K -924 -3%
WIC
168
Whitegate Investment Counselors
New Hampshire
$2.95M +$25.1K +288 +0.9%
FC
169
Forte Capital
New York
$2.93M +$108K +1,240 +4%
KFS
170
Kissinger Financial Services
Maryland
$2.91M +$2.91M +33,395 New
AB
171
Atlas Brown
Kentucky
$2.87M -$39.9K -459 -1%
FA
172
FDx Advisors
Illinois
$2.86M +$330K +3,795 +13%
CS
173
Credit Suisse
Switzerland
$2.86M -$6.83M -78,483 -71%
FIM
174
Freedom Investment Management
Connecticut
$2.72M +$546K +6,276 +25%
LFG
175
LifePlan Financial Group
Ohio
$2.69M +$149K +1,709 +6%
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