VTV icon

Vanguard Value ETF
VTV

Overview Fund Activity

716 hedge funds and large institutions have $22.9B invested in Vanguard Value ETF in 2018 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 290 increasing their positions, 243 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
716
Holders Change
+16
Holders Change %
+2.29%
% of All Funds
16.43%
Holding in Top 10
101
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-9.82%
% of All Funds
2.32%
New
75
Increased
290
Reduced
243
Closed
54
Calls
$9.51M
Puts
$9.28M
Net Calls
+$236K
Net Calls Change
+$2.94M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$111M
2
UBS Group
UBS Group
Switzerland
+$108M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$107M
4
LPL Financial
LPL Financial
California
+$94.8M
5
Betterment LLC
Betterment LLC
New York
+$72.5M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$259M
2
HI
Horizon Investments
North Carolina
-$207M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$91.2M
4
BB
Bell Bank
North Dakota
-$75.7M
5
Ameriprise
Ameriprise
Minnesota
-$70.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
JIC
201
Johnson Investment Counsel
Ohio
$3.82M +$38.8K +376 +1%
STMM
202
South Texas Money Management
Texas
$3.81M +$1.07M +10,367 +39%
AWM
203
Avior Wealth Management
Nebraska
$3.76M +$117K +1,137 +3%
BRF
204
B. Riley Financial
California
$3.6M -$1.68M -16,252 -32%
PP
205
PagnatoKarp Partners
Virginia
$3.6M -$1.78M -17,215 -33%
SAM
206
Sawgrass Asset Management
Florida
$3.6M – – –
CF
207
Corrigan Financial
Rhode Island
$3.52M -$59.9K -581 -2%
NWM
208
Northwest Wealth Management
Iowa
$3.51M -$346K -3,352 -9%
KA
209
Kovack Advisors
Florida
$3.44M +$666K +6,459 +24%
DWM
210
Destination Wealth Management
California
$3.43M -$543K -5,259 -14%
WA
211
Wealth Architects
California
$3.43M +$1.33M +12,889 +63%
FC
212
Forte Capital
New York
$3.4M -$95.7K -927 -3%
M&T Bank
213
M&T Bank
New York
$3.38M -$1M -9,715 -23%
PFA
214
Paradigm Financial Advisors
Missouri
$3.31M +$150K +1,457 +5%
GRP
215
Global Retirement Partners
California
$3.27M +$433K +4,196 +15%
BC
216
Burney Company
Virginia
$3.25M -$807K -7,817 -20%
KLI
217
Kelman-Lazarov Inc
Tennessee
$3.21M -$384K -3,726 -11%
LFG
218
LifePlan Financial Group
Ohio
$3.17M -$179K -1,739 -5%
BC
219
Brinker Capital
Pennsylvania
$3.14M +$2.19M +21,238 +230%
RWP
220
RWA Wealth Partners
Massachusetts
$3.12M -$3.95M -38,331 -56%
WP
221
WealthSource Partners
California
$3.07M +$490K +4,754 +19%
TIM
222
Tortoise Investment Management
New York
$3.04M +$163K +1,584 +6%
ABC
223
Associated Banc-Corp
Wisconsin
$3.01M -$199K -1,926 -6%
AB
224
Atlas Brown
Kentucky
$2.98M +$110K +1,071 +4%
BP
225
Ballentine Partners
Massachusetts
$2.96M – – –
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