MCM
VTV icon

Maxim Capital Management’s Vanguard Value ETF VTV Stock Holding History

Maxim Capital Management’s Portfolio VTV Stock Details VTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		$11M Buy
106,552
+98,568
+1,235% +$9.67M 9.86% 3
2020
Q1 		$711K Buy
+7,984
New +$876K 0.74% 21

Other funds holding VTV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Maxim Capital Management's VTV Position: Q2 2020 in Review

Maxim Capital Management increased its Vanguard Value ETF (VTV) stake by 1,235% in Q2 2020, buying an estimated $9.67M and bringing the position to 106,552 shares worth $11M. The position accounts for 9.86% of the portfolio, ranked #3.

Maxim Capital Management first reported a position in VTV in Q1 2020 and has held it in 2 quarters since. 1,008 funds tracked by Wall St. Rank hold VTV as of Q2 2020.

  • Maxim Capital Management held 106,552 shares of Vanguard Value ETF worth $11M as of Q2 2020.
  • Maxim Capital Management bought 98,568 Vanguard Value ETF shares in Q2 2020, an estimated $9.67M.
  • Vanguard Value ETF made up 9.86% of Maxim Capital Management's portfolio in Q2 2020, its #3 holding.
  • Maxim Capital Management first reported a position in Vanguard Value ETF in Q1 2020 and has held it in 2 quarters since.
  • 1,008 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q2 2020.

Based on Maxim Capital Management's 13F filing for Q2 2020, filed 14 Aug 2020.