VTV icon

Vanguard Value ETF
VTV

Overview Fund Activity

1,031 hedge funds and large institutions have $37.1B invested in Vanguard Value ETF in 2020 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 434 increasing their positions, 360 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,031
Holders Change
+25
Holders Change %
+2.49%
% of All Funds
20.86%
Holding in Top 10
136
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.16%
% of All Funds
2.75%
New
85
Increased
434
Reduced
360
Closed
47
Calls
$19.5M
Puts
$14.1M
Net Calls
+$5.48M
Net Calls Change
-$7.23M

Top Buyers

1
BlackRock
BlackRock
New York
$269M
2
Bank of America
Bank of America
North Carolina
$7.91B
3
SCM
SCS Capital Management
Massachusetts
$244M
4
Morgan Stanley
Morgan Stanley
New York
$1.94B
5
Betterment LLC
Betterment LLC
New York
$1.07B

Top Sellers

1
CIAS
CBIZ Investment Advisory Services
Ohio
$156M
2
EWA
EP Wealth Advisors
California
$232M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$222M
4
PPFA
Provida Pension Fund Administrator
Chile
$179M
5
Mariner
Mariner
Kansas
$110M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
151
Affinity Capital Advisors
California
$15.9M +$1.92M +18,384 +14%
MSWMA
152
Market Street Wealth Management Advisors
Indiana
$15.4M +$1.66M +15,914 +12%
QIM
153
Quest Investment Management
Oregon
$15.4M +$10.7M +102,518 +231%
MFW
154
Mosaic Family Wealth
Missouri
$15.3M +$1.42M +13,635 +10%
FA
155
FDx Advisors
Illinois
$15.3M +$4.59M +43,928 +43%
MMA
156
Miracle Mile Advisors
California
$15M +$6.2M +59,284 +71%
ECM
157
Evergreen Capital Management
Washington
$14.8M -$164K -1,574 -1%
Bank of Montreal
158
Bank of Montreal
Ontario, Canada
$14.6M +$1.69M +16,003 +13%
SWP
159
Stratos Wealth Partners
Ohio
$14M +$804K +7,689 +6%
AAP
160
Arax Advisory Partners
Colorado
$14M -$1.76M -16,806 -11%
CWM
161
Capital Wealth Management
Rhode Island
$13.9M -$701K -6,705 -5%
BWFA
162
Baltimore-Washington Financial Advisors
Maryland
$13.7M -$1.06M -10,107 -7%
FC
163
Forte Capital
New York
$13.5M +$389K +3,726 +3%
Franklin Resources
164
Franklin Resources
California
$13.5M +$6.63M +63,465 +97%
BHWM
165
Bay Harbor Wealth Management
Maryland
$13.4M +$80.7K +772 +0.6%
AWM
166
Altium Wealth Management
New York
$13.2M +$199K +1,903 +2%
DSA
167
Droms Strauss Advisors
Missouri
$13M +$834K +7,980 +7%
PCIG
168
Partners Capital Investment Group
Massachusetts
$12.8M +$1.95M +18,647 +18%
SPIA
169
Steward Partners Investment Advisory
New York
$12.5M +$2.25M +21,490 +22%
SI
170
Stephens Inc
Arkansas
$12.2M +$263K +2,515 +2%
OCPWS
171
One Charles Private Wealth Services
Massachusetts
$12.1M -$4.57M -43,739 -27%
PRWA
172
Platte River Wealth Advisors
Colorado
$12M +$2.46M +23,492 +26%
CFG
173
Citizens Financial Group
Rhode Island
$11.9M +$8.28M +79,081 +228%
WCM
174
Windham Capital Management
Massachusetts
$11.9M -$692K -6,620 -6%
CCM
175
Coldstream Capital Management
Washington
$11.8M -$160K -1,529 -1%
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