VTV icon

Vanguard Value ETF
VTV

Overview Fund Activity

268 hedge funds and large institutions have $6.19B invested in Vanguard Value ETF in 2013 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 102 increasing their positions, 69 reducing their positions, and 14 closing their positions.

Holders
268
Holders Change
+39
Holders Change %
+17.03%
% of All Funds
7.78%
Holding in Top 10
40
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+37.93%
% of All Funds
1.16%
New
57
Increased
102
Reduced
69
Closed
14
Calls
$344K
Puts
$1.6M
Net Calls
-$1.26M
Net Calls Change
-$1M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$999M
2
Morgan Stanley
2
Morgan Stanley
New York
$351M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$917M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$157M
5
MAA
5
Managed Account Advisors
New Jersey
$186M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$254M
2
WCM
2
Windham Capital Management
Massachusetts
$4.36M
3
U
3
UBS
Switzerland
$187M
4
AIA
4
Arrow Investment Advisors
Maryland
$0
5
Axa
5
Axa
France
$6.4M
Name Market Value Shares Shares
Change 		Shares
Change %
BWFA
76
Baltimore-Washington Financial Advisors
Maryland
$5.3M 69,357 +2,820 +4%
CCM
77
Coldstream Capital Management
Washington
$5.21M 68,248 +4,638 +7%
SFT
78
Simmons First Trust
Arkansas
$5M 65,447 +23,687 +57%
OPCM
79
Osborne Partners Capital Management
California
$4.82M 63,143 -425 -0.7%
LPT
80
Legacy Private Trust
Wisconsin
$4.76M 62,241 +33,220 +114%
NIS
81
National Investment Services
Wisconsin
$4.74M 62,045 -47,555 -43%
MA
82
MCF Advisors
Kentucky
$4.43M 56,724 +3,165 +6%
WCM
83
Windham Capital Management
Massachusetts
$4.36M 57,006 -389,870 -87%
Invesco
84
Invesco
Georgia
$4.33M 56,710 -16,590 -23%
MFP
85
Mosaic Financial Partners
California
$4.22M 55,278 -569 -1%
Janney Montgomery Scott
86
Janney Montgomery Scott
Pennsylvania
$4.13M 54,044 +3,062 +6%
Ameriprise
87
Ameriprise
Minnesota
$4.09M 53,172 +6,783 +15%
SAM
88
Sawgrass Asset Management
Florida
$4.05M 53,060 – –
PMG
89
ProVise Management Group
Florida
$3.84M 50,298 – –
NL
90
NWAM LLC
Washington
$3.83M 50,184 -428 -0.8%
RJFSA
91
Raymond James Financial Services Advisors
Florida
$3.78M 49,520 -1,485 -3%
Creative Planning
92
Creative Planning
Kansas
$3.66M 47,946 +3,849 +9%
NSAM
93
North Star Asset Management
Wisconsin
$3.64M 47,645 +2,040 +4%
PFM
94
Phillips Financial Management
Indiana
$3.6M 47,453 -844 -2%
VFS
95
VSR Financial Services
Kansas
$3.58M 46,843 +3,421 +8%
EWA
96
Exencial Wealth Advisors
Oklahoma
$3.5M 46,062 -565 -1%
Natixis Advisors
97
Natixis Advisors
Massachusetts
$3.46M 45,298 -25,823 -36%
BTS
98
BB&T Securities
Virginia
$3.32M 4,352 -71 -2%
OCG
99
Opus Capital Group
Ohio
$3.32M 43,405 -1,864 -4%
SC
100
Savant Capital
Illinois
$3.25M 42,591 +6,228 +17%
2 3
4
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