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 %
SBSB
151
Sullivan, Bruyette, Speros & Blaney
Virginia
$4.99M -$52.1K -560 -1%
PMG
152
ProVise Management Group
Florida
$4.96M +$17.8K +191 +0.4%
OCG
153
Opus Capital Group
Ohio
$4.84M -$75.7K -814 -2%
BC
154
Burney Company
Virginia
$4.56M -$16.8K -181 -0.4%
TWA
155
Tillar-Wenstrup Advisors
Ohio
$4.34M +$2.23M +23,962 +106%
SFM
156
Signet Financial Management
New Jersey
$4.31M +$1.07M +11,492 +33%
DWM
157
Destination Wealth Management
California
$4.16M +$494K +5,308 +13%
PSUF
158
People's United Financial
Connecticut
$4.08M +$4.08M +43,855 +162,426%
MWP
159
MYCIO Wealth Partners
Pennsylvania
$4.07M +$223K +2,400 +6%
QIM
160
Quest Investment Management
Oregon
$4.04M -$497K -5,345 -11%
CFB
161
Cullen/Frost Bankers
Texas
$4.03M – – –
BWM
162
Bernicke Wealth Management
Wisconsin
$3.93M -$114K -1,224 -3%
MA
163
MUFG Americas
New York
$3.91M +$460K +4,942 +13%
CCM
164
Colorado Capital Management
Colorado
$3.86M +$295K +3,174 +8%
PFM
165
Phillips Financial Management
Indiana
$3.85M -$60.1K -641 -2%
NWM
166
Northwest Wealth Management
Iowa
$3.81M +$3.81M +40,986 New
GP
167
Girard Partners
Pennsylvania
$3.77M +$1.04M +11,149 +38%
BRWA
168
B. Riley Wealth Advisors
Florida
$3.77M -$277K -2,981 -7%
MAS
169
Managed Account Services
Florida
$3.74M +$3.74M +40,186 New
SFFS
170
Stonehage Fleming Financial Services
Jersey
$3.69M +$3.69M +39,635 New
WAS
171
Winch Advisory Services
Wisconsin
$3.68M +$1.5M +16,091 +69%
KLI
172
Kelman-Lazarov Inc
Tennessee
$3.63M -$53.6K -576 -1%
Jane Street
173
Jane Street
New York
$3.56M +$3.56M +38,224 New
CF
174
Corrigan Financial
Rhode Island
$3.55M -$50.3K -541 -1%
EWA
175
Exencial Wealth Advisors
Oklahoma
$3.51M -$135K -1,448 -4%
5 6
7
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