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Vanguard Value ETF
VTV

214 hedge funds and large institutions have $4.89B invested in Vanguard Value ETF in 2013 Q2 according to their latest regulatory filings, with 214 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

46.64% more ownership

Funds ownership: 0% → 46.64% (+47%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $569K

Holders
214
Holders Change
+214
Holders Change %
–
% of All Funds
6.98%
Holding in Top 10
32
Holding in Top 10 Change
+32
Holding in Top 10 Change %
% of All Funds
1.04%
New
214
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
$569K
Net Calls
-$569K
Net Calls Change
-$569K

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
MA
76
MCF Advisors
Kentucky
$3.65M +$3.16M +46,742 New
SAM
77
Sawgrass Asset Management
Florida
$3.59M +$3.59M +53,060 New
RIA
78
Regal Investment Advisors
Michigan
$3.55M +$3.55M +52,451 New
PFM
79
Phillips Financial Management
Indiana
$3.45M +$3.29M +48,687 New
PMG
80
ProVise Management Group
Florida
$3.42M +$3.42M +50,541 New
EWA
81
Exencial Wealth Advisors
Oklahoma
$3.34M +$3.16M +46,701 New
MFS
82
Monetta Financial Services
Illinois
$3.22M +$3.21M +47,500 New
VFS
83
VSR Financial Services
Kansas
$3.14M +$3.14M +46,402 New
NSAM
84
North Star Asset Management
Wisconsin
$3.01M +$3.01M +44,515 New
OCG
85
Opus Capital Group
Ohio
$2.98M +$2.98M +44,054 New
MIH
86
Madison Investment Holdings
Wisconsin
$2.92M +$2.92M +43,190 New
FIMS
87
FBL Investment Management Services
Iowa
$2.84M +$2.84M +41,971 New
Ameriprise
88
Ameriprise
Minnesota
$2.77M +$2.77M +41,005 New
Creative Planning
89
Creative Planning
Kansas
$2.7M +$2.7M +39,889 New
JMPWA
90
JP Morgan Private Wealth Advisors
California
$2.65M +$2.65M +39,243 New
BP
91
Ballentine Partners
Massachusetts
$2.65M +$2.65M +39,147 New
NL
92
NWAM LLC
Washington
$2.32M +$2.32M +34,306 New
KFS
93
KMS Financial Services
Washington
$2.25M +$2.25M +33,207 New
Rafferty Asset Management
94
Rafferty Asset Management
New York
$2.17M +$2.17M +32,100 New
SC
95
Savant Capital
Illinois
$2.14M +$2.14M +31,678 New
QA
96
Quantitative Advantage
Minnesota
$2.14M +$2.14M +31,641 New
RJFSA
97
Raymond James Financial Services Advisors
Florida
$2.1M +$2.1M +31,079 New
WP
98
WMS Partners
Maryland
$2.04M +$2.04M +30,142 New
IA
99
Ibbotson Associates
Illinois
$2.04M +$2.04M +30,104 New
PI
100
Placemark Investments
Illinois
$1.8M +$1.81M +26,704 New
2 3
4
5 6

VTV Hedge Fund Activity: Q2 2013 in Review

214 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Vanguard Value ETF (VTV) for Q2 2013, worth a combined $4.89B.

Buyers outnumbered sellers: 214 funds opened new VTV positions and 0 closed out — a net gain of 214 holders — while 0 added to existing stakes and 0 trimmed.

  • 214 institutional investors held Vanguard Value ETF (VTV) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $4.89B of Vanguard Value ETF stock for Q2 2013.
  • 214 funds opened new Vanguard Value ETF positions in Q2 2013 and 0 closed out, a net change of +214 holders.

Based on aggregated 13F filings for Q2 2013.