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Vanguard Value ETF

341 hedge funds and large institutions have $9.91B invested in Vanguard Value ETF in 2015 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 147 increasing their positions, 99 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,294% more call options, than puts

Call options by funds: $5.24M | Put options by funds: $376K

48% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 99

2.19% more ownership

Funds ownership: 56.16%58.35% (+2.2%)

3% less capital invested

Capital invested by funds: $10.2B → $9.91B (-$306M)

2% less funds holding in top 10

Funds holding in top 10: 6160 (-1)

2% less funds holding

Funds holding: 348341 (-7)

18% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 28

Holders
341
Holders Change
-7
Holders Change %
-2.01%
% of All Funds
9.52%
Holding in Top 10
60
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.64%
% of All Funds
1.68%
New
23
Increased
147
Reduced
99
Closed
28
Calls
$5.24M
Puts
$376K
Net Calls
+$4.87M
Net Calls Change
-$236K
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
26
SCS Capital Management
Massachusetts
$38.2M -$7.77M -95,504 -16%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$36.7M +$471K +5,794 +1%
SI
28
SII Investments
Wisconsin
$35.8M -$332K -4,081 -0.9%
GC
29
Garde Capital
Washington
$34.2M +$1.9M +23,322 +6%
William Blair & Company
30
William Blair & Company
Illinois
$33.7M +$5.29K +65 +0%
IA
31
IndexIQ Advisors
New York
$32.7M +$31.1M +381,982 +871%
IH
32
IFC Holdings
Florida
$31.8M -$2.22M -27,270 -6%
MWM
33
Mission Wealth Management
California
$31.2M -$3.14M -38,627 -9%
RJA
34
Raymond James & Associates
Florida
$29.1M -$390K -4,790 -1%
CS
35
Credit Suisse
Switzerland
$26.9M +$17.6M +216,522 +161%
CHP
36
Cable Hill Partners
Oregon
$26.9M -$1.96M -24,107 -6%
WSTAM
37
Wilbanks Smith & Thomas Asset Management
Virginia
$26.2M +$718K +8,830 +3%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$25.5M -$35.4M -434,939 -57%
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$24.8M +$1.48M +18,229 +6%
NPC
40
National Planning Corporation
California
$24.7M -$1.5M -18,503 -6%
3AM
41
3D Asset Management
Connecticut
$24.5M +$1.16M +14,302 +5%
SEI Investments
42
SEI Investments
Pennsylvania
$24.2M -$11.9M -145,948 -32%
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
$23.5M -$449K -5,522 -2%
TCM
44
TD Capital Management
Tennessee
$22.8M -$10.2M -125,672 -30%
Bank of New York Mellon
45
Bank of New York Mellon
New York
$22.1M +$1.95M +23,969 +9%
MIH
46
Madison Investment Holdings
Wisconsin
$21.8M +$9.11M +112,033 +65%
DWM
47
Destination Wealth Management
California
$20.4M -$4.75M -58,440 -18%
PAG
48
Private Advisor Group
New Jersey
$19M +$7.06M +86,770 +54%
IA
49
Ibbotson Associates
Illinois
$18.4M +$1.94M +23,809 +11%
ICOA
50
Investment Centers of America
North Dakota
$18.3M +$726K +8,930 +4%

VTV Hedge Fund Activity: Q3 2015 in Review

341 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Vanguard Value ETF (VTV) for Q3 2015, worth a combined $9.91B — down 3% from $10.2B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of VTV and 23 opened new positions — a net loss of 5 holders — while 99 trimmed existing stakes and 147 added.

The largest buyer was Bank of America, adding an estimated $1.79B. The largest seller was Provida Pension Fund Administrator, cutting an estimated $359M.

  • 341 institutional investors held Vanguard Value ETF (VTV) as of Q3 2015, down from 348 in Q2 2015.
  • Funds reported $9.91B of Vanguard Value ETF stock for Q3 2015, down 3% quarter-over-quarter.
  • 23 funds opened new Vanguard Value ETF positions in Q3 2015 and 28 closed out, a net change of -5 holders.
  • The largest Vanguard Value ETF buyer in Q3 2015 was Bank of America, an estimated $1.79B added.
  • The largest Vanguard Value ETF seller in Q3 2015 was Provida Pension Fund Administrator, an estimated $359M sold.

Based on aggregated 13F filings for Q3 2015.