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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
BP
101
Ballentine Partners
Massachusetts
$2.99M – – –
ACM
102
Aviance Capital Management
Florida
$2.73M -$91.8K -1,202 -3%
RIA
103
Regal Investment Advisors
Michigan
$2.72M -$534K -6,993 -16%
HI
104
Horizon Investments
North Carolina
$2.51M +$303K +3,973 +14%
WP
105
WMS Partners
Maryland
$2.49M +$191K +2,501 +8%
AllianceBernstein
106
AllianceBernstein
Tennessee
$2.47M -$2.29K -30 -0.1%
PI
107
Placemark Investments
Illinois
$2.47M +$212K +2,779 +9%
FFS
108
Founders Financial Securities
Maryland
$2.46M +$2.46M +32,216 New
JPMPWA
109
J.P. Morgan Private Wealth Advisors
California
$2.3M -$7.64K -100 -0.3%
USAA
110
United Services Automobile Association
Texas
$2.29M -$764K -10,000 -25%
QA
111
Quantitative Advantage
Minnesota
$2.19M -$154K -2,021 -7%
CCWA
112
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.1M +$81.7K +1,069 +4%
LC
113
Lourd Capital
California
$2.03M +$14.5K +190 +0.7%
FBNAT
114
FirstMerit Bank N.A. Trustee
Ohio
$1.99M +$204K +2,677 +11%
TYCC
115
Texas Yale Capital Corp
Florida
$1.96M +$63K +825 +3%
LFG
116
LifePlan Financial Group
Ohio
$1.94M +$39.7K +520 +2%
DC
117
Davenport & Co
Virginia
$1.92M +$9.55K +125 +0.5%
ZF
118
Zhang Financial
Michigan
$1.92M +$153 +2 +0%
HighTower Advisors
119
HighTower Advisors
Illinois
$1.91M +$431K +5,638 +29%
Northern Trust
120
Northern Trust
Illinois
$1.87M +$248K +3,248 +15%
MIS
121
Morningstar Investment Services
Illinois
$1.7M +$333K +4,364 +24%
TCM
122
Twele Capital Management
Minnesota
$1.63M -$7.94K -104 -0.5%
EAM
123
Evanson Asset Management
California
$1.62M +$1.62M +21,140 New
CAL
124
Capital Advisors Ltd
Ohio
$1.56M +$1.56M +20,364 New
SWM
125
Segment Wealth Management
Texas
$1.54M +$866K +11,340 +128%
3 4
5
6 7