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Vanguard Value ETF
VTV

Overview Fund Activity

701 hedge funds and large institutions have $25.5B invested in Vanguard Value ETF in 2018 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 292 increasing their positions, 243 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
701
Holders Change
-15
Holders Change %
-2.09%
% of All Funds
16.07%
Holding in Top 10
94
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-6.93%
% of All Funds
2.15%
New
45
Increased
292
Reduced
243
Closed
52
Calls
$4.87M
Puts
$6.21M
Net Calls
-$1.34M
Net Calls Change
-$1.58M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$2.1B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$299M
3
UBS Group
UBS Group
Switzerland
+$125M
4
CWM
Cornerstone Wealth Management
Missouri
+$70.6M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$50.5M

Top Sellers

1
HI
Horizon Investments
North Carolina
-$83M
2
PPFA
Provida Pension Fund Administrator
Chile
-$32M
3
KIM
Karpus Investment Management
New York
-$24M
4
QIM
Quantitative Investment Management
Virginia
-$21.5M
5
PI
PFS Investments
Georgia
-$18.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
NWM
201
Northwest Wealth Management
Iowa
$3.59M +$59.3K +571 +2%
CF
202
Corrigan Financial
Rhode Island
$3.54M +$1.04K +10 +0%
HCC
203
Hirtle Callaghan & Co
Pennsylvania
$3.52M +$950K +9,147 +37%
PFA
204
Paradigm Financial Advisors
Missouri
$3.49M +$159K +1,535 +5%
GRP
205
Global Retirement Partners
California
$3.46M +$179K +1,723 +5%
DWM
206
Destination Wealth Management
California
$3.44M -$10.7K -103 -0.3%
FC
207
Forte Capital
New York
$3.43M +$5.19K +50 +0.2%
BC
208
Burney Company
Virginia
$3.43M +$161K +1,548 +5%
KA
209
Kovack Advisors
Florida
$3.3M -$161K -1,546 -5%
AWM
210
AE Wealth Management
Kansas
$3.24M +$1.58M +15,171 +95%
TIM
211
Tortoise Investment Management
New York
$3.2M +$148K +1,421 +5%
ABC
212
Associated Banc-Corp
Wisconsin
$3.19M +$162K +1,561 +5%
KLI
213
Kelman-Lazarov Inc
Tennessee
$3.17M -$57.1K -550 -2%
LFG
214
LifePlan Financial Group
Ohio
$3.16M -$30.4K -293 -1%
RIA
215
Regal Investment Advisors
Michigan
$3.1M -$1.97M -18,989 -39%
KFGK
216
Keystone Financial Group (Kentucky)
Kentucky
$3.03M +$278K +2,671 +10%
MSA
217
Marino Stram & Associates
Massachusetts
$3.03M +$1.07M +10,040 +55%
ASN
218
Advisory Services Network
Georgia
$3.01M +$108K +992 +4%
BP
219
Ballentine Partners
Massachusetts
$2.98M – – –
AB
220
Atlas Brown
Kentucky
$2.94M -$140K -1,314 -5%
PA
221
Probity Advisors
Texas
$2.93M -$14.2K -137 -0.5%
WLIM
222
White Lighthouse Investment Management
Massachusetts
$2.92M +$37.6K +362 +1%
RWP
223
RWA Wealth Partners
Massachusetts
$2.9M -$234K -2,257 -7%
SWM
224
Segment Wealth Management
Texas
$2.89M – – –
AWM
225
Altium Wealth Management
New York
$2.85M -$40.9K -394 -1%
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