VTV icon

Vanguard Value ETF
VTV

Overview Fund Activity

342 hedge funds and large institutions have $9.18B invested in Vanguard Value ETF in 2014 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 140 increasing their positions, 80 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
342
Holders Change
+30
Holders Change %
+9.62%
% of All Funds
9.13%
Holding in Top 10
65
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+18.18%
% of All Funds
1.73%
New
56
Increased
140
Reduced
80
Closed
22
Calls
$6.19M
Puts
$811K
Net Calls
+$5.38M
Net Calls Change
-$1.81M

Top Buyers

1
MAA
Managed Account Advisors
New Jersey
$918M
2
HI
Horizon Investments
North Carolina
$215M
3
PPFA
Provida Pension Fund Administrator
Chile
$927M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$262M
5
SCM
SCS Capital Management
Massachusetts
$69.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$674M
2
Goldman Sachs
Goldman Sachs
New York
$100M
3
OIM
Opus Investment Management
Massachusetts
$14.5M
4
DWA
Dorsey Wright & Associates
California
$0
5
AUIM
Aegon USA Investment Management
Iowa
$285M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFA
276
Sequoia Financial Advisors
Ohio
$260K -$16.9K -200 -6%
SFS
277
Summit Financial Strategies
Ohio
$252K +$252K +2,979 New
RMCM
278
Reynders McVeigh Capital Management
Massachusetts
$248K – – –
CIP
279
Cornerstone Investment Partners
Georgia
$238K – – –
TDC
280
Thompson Davis & Co
Virginia
$237K +$1.1K +13 +0.5%
PWAG
281
Polaris Wealth Advisory Group
California
$235K -$135K -1,605 -37%
PAS
282
Park Avenue Securities
New York
$234K +$234K +2,771 New
SC
283
SouthState Corp
Florida
$232K +$10.7K +127 +5%
RB
284
Rodgers Brothers
Pennsylvania
$231K – – –
SSB
285
Sandy Spring Bank
Maryland
$224K – – –
UAS
286
United Asset Strategies
New York
$224K +$224K +2,646 New
SAM
287
Silvercrest Asset Management
New York
$222K – – –
W
288
Wealthquest
Ohio
$222K +$222K +2,629 New
MAM
289
Marquette Asset Management
Minnesota
$216K – – –
SWP
290
Stratos Wealth Partners
Ohio
$203K +$203K +2,408 New
WT
291
Whittier Trust
California
$199K – – –
Loomis, Sayles & Company
292
Loomis, Sayles & Company
Massachusetts
$190K +$190K +2,250 New
MWP
293
MYCIO Wealth Partners
Pennsylvania
$170K – – –
LWCFA
294
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$139K – – –
KTC
295
Kistler-Tiffany Companies
Pennsylvania
$136K -$259K -3,072 -66%
MA
296
MUFG Americas
New York
$133K -$37.8K -448 -22%
BRWM
297
B. Riley Wealth Management
Tennessee
$118K +$60.1K +713 +104%
SIA
298
Stancorp Investment Advisers
Oregon
$118K +$118K +1,402 New
FMII
299
Farmers & Merchants Investments Inc
Nebraska
$115K – – –
JFA
300
JNBA Financial Advisors
Minnesota
$107K – – –
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