VTV icon

Vanguard Value ETF
VTV

Overview Fund Activity

1,006 hedge funds and large institutions have $34.3B invested in Vanguard Value ETF in 2020 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 401 increasing their positions, 377 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,006
Holders Change
+8
Holders Change %
+0.8%
% of All Funds
20.68%
Holding in Top 10
139
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.71%
% of All Funds
2.86%
New
95
Increased
401
Reduced
377
Closed
82
Calls
$20.2M
Puts
$7.49M
Net Calls
+$12.7M
Net Calls Change
+$6.36M

Top Buyers

1
SEI Investments
SEI Investments
Pennsylvania
$236M
2
Betterment LLC
Betterment LLC
New York
$970M
3
MG
Mather Group
Illinois
$85.8M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$210M
5
SCM
SCS Capital Management
Massachusetts
$162M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$7.35B
2
PPFA
Provida Pension Fund Administrator
Chile
$199M
3
UBS Group
UBS Group
Switzerland
$1.55B
4
Natixis Advisors
Natixis Advisors
Massachusetts
$45M
5
CIAS
CBIZ Investment Advisory Services
Ohio
$141M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSWMA
151
Market Street Wealth Management Advisors
Indiana
$13.1M +$2.33M +23,365 +22%
AWM
152
AE Wealth Management
Kansas
$12.9M +$1.82M +18,265 +16%
BHWM
153
Bay Harbor Wealth Management
Maryland
$12.7M +$212K +2,129 +2%
STA
154
Summit Trail Advisors
New York
$12.7M +$1.93M +19,394 +18%
VWA
155
Visionary Wealth Advisors
Illinois
$12.6M +$1.9M +19,090 +18%
SWP
156
Stratos Wealth Partners
Ohio
$12.6M +$2.69M +26,994 +27%
FC
157
Forte Capital
New York
$12.5M -$284K -2,856 -2%
AWM
158
Altium Wealth Management
New York
$12.4M +$6.15M +61,785 +98%
SAS
159
Sage Advisory Services
Texas
$12.2M +$12.2M +122,515 New
Bank of Montreal
160
Bank of Montreal
Ontario, Canada
$12M +$741K +7,534 +7%
WCM
161
Windham Capital Management
Massachusetts
$12M +$407K +4,089 +4%
PA
162
Prism Advisors
California
$11.7M +$10.3M +103,436 +761%
DSA
163
Droms Strauss Advisors
Missouri
$11.6M +$10.5M +105,376 +949%
CCM
164
Coldstream Capital Management
Washington
$11.4M -$3.11M -31,224 -21%
SI
165
Stephens Inc
Arkansas
$11.4M -$7.42M -74,463 -39%
PFA
166
Pure Financial Advisors
California
$11.1M -$668K -6,710 -6%
BCIM
167
Bishop & Co Investment Management
Pennsylvania
$11.1M +$373K +3,745 +3%
MCM
168
Maxim Capital Management
California
$11M +$10.2M +98,568 +1,235%
GG
169
Gleason Group
Kentucky
$10.5M +$1.27M +12,709 +14%
WAAG
170
Wealth Alliance Advisory Group
Kansas
$10.5M +$518K +5,204 +5%
AIS
171
American Investment Services
Massachusetts
$10.4M +$205K +2,061 +2%
PCIG
172
Partners Capital Investment Group
Massachusetts
$10.3M -$73.1M -734,083 -88%
FA
173
FDx Advisors
Illinois
$10.2M +$3.51M +35,247 +53%
CWM
174
Cranbrook Wealth Management
Michigan
$10.1M -$448K -4,497 -4%
ACS
175
Archford Capital Strategies
Illinois
$10.1M +$3.81M +38,255 +61%
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