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 %
MFW
151
Mosaic Family Wealth
Missouri
$11.4M +$1.34M +15,024 +13%
SWM
152
Segment Wealth Management
Texas
$11.3M +$634K +7,120 +6%
BHWM
153
Bay Harbor Wealth Management
Maryland
$11.2M +$988K +11,097 +10%
Franklin Resources
154
Franklin Resources
California
$10.8M +$5.19M +58,287 +93%
PFA
155
Pure Financial Advisors
California
$10.5M +$1.37M +15,403 +15%
WA
156
Wealth Architects
California
$10.4M +$2.45M +27,463 +31%
WCM
157
Windham Capital Management
Massachusetts
$10.4M +$2.49M +27,979 +32%
RIG
158
Roosevelt Investment Group
New York
$10.2M +$10.2M +115,056 New
Bank of Montreal
159
Bank of Montreal
Ontario, Canada
$10M -$2.12M -24,210 -17%
AWM
160
AE Wealth Management
Kansas
$9.88M -$139K -1,557 -1%
STA
161
Summit Trail Advisors
New York
$9.62M +$9.62M +108,013 New
VWA
162
Visionary Wealth Advisors
Illinois
$9.6M +$1.16M +12,994 +14%
MSWMA
163
Market Street Wealth Management Advisors
Indiana
$9.59M -$753K -8,457 -7%
CWM
164
Cranbrook Wealth Management
Michigan
$9.43M -$216K -2,427 -2%
Cerity Partners
165
Cerity Partners
New York
$9.33M +$758K +8,508 +9%
AIS
166
American Investment Services
Massachusetts
$9.11M +$2.34M +26,293 +35%
WAAG
167
Wealth Alliance Advisory Group
Kansas
$8.92M +$256K +2,878 +3%
SWP
168
Stratos Wealth Partners
Ohio
$8.84M +$3.62M +40,639 +69%
OCG
169
Opus Capital Group
Ohio
$8.83M -$83.5K -937 -0.9%
PA
170
Parallel Advisors
California
$8.74M -$915K -10,271 -9%
PWAC
171
Private Wealth Advisors (California)
California
$8.63M -$1.57M -17,639 -15%
CFGS
172
Concourse Financial Group Securities
Alabama
$8.63M +$2.14K +24 +0%
MA
173
Mutual Advisors
Nebraska
$8.45M -$334K -3,755 -4%
TW
174
Towerpoint Wealth
California
$8.37M -$1.13M -12,694 -12%
GG
175
Gleason Group
Kentucky
$8.26M +$64.5K +724 +0.8%
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