VTV icon

Vanguard Value ETF
VTV

Overview Fund Activity

300 hedge funds and large institutions have $7.71B invested in Vanguard Value ETF in 2014 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 124 increasing their positions, 73 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
300
Holders Change
+27
Holders Change %
+9.89%
% of All Funds
8.63%
Holding in Top 10
50
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+21.95%
% of All Funds
1.44%
New
43
Increased
124
Reduced
73
Closed
14
Calls
$6.49M
Puts
$2.94M
Net Calls
+$3.55M
Net Calls Change
+$4.03M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.33B
2
MAA
Managed Account Advisors
New Jersey
$405M
3
AUIM
Aegon USA Investment Management
Iowa
$343M
4
Goldman Sachs
Goldman Sachs
New York
$161M
5
SCM
SCS Capital Management
Massachusetts
$38.3M

Top Sellers

1
PPFA
Provida Pension Fund Administrator
Chile
$421M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$76M
3
TAIM
TD Ameritrade Investment Management
Nebraska
$386M
4
AIS
American Investment Services
Massachusetts
$5.35M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$154M
Name Holding Trade Value Shares
Change 		Shares
Change %
CNB
126
City National Bank
California
$2.29M +$816K +10,079 +55%
LFG
127
LifePlan Financial Group
Ohio
$2.22M +$44.6K +551 +2%
CCWA
128
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.22M -$2.51K -31 -0.1%
MIS
129
Morningstar Investment Services
Illinois
$2.11M +$229K +2,826 +12%
TYCC
130
Texas Yale Capital Corp
Florida
$2.07M – – –
DC
131
Davenport & Co
Virginia
$2.04M -$25.5K -315 -1%
ZF
132
Zhang Financial
Michigan
$2.03M +$81 +1 +0%
PFA
133
Paradigm Financial Advisors
Missouri
$2.01M +$344K +4,251 +21%
IAA
134
Ironsides Asset Advisors
North Carolina
$2M +$2M +24,669 New
ST
135
Smithfield Trust
Pennsylvania
$1.93M +$109K +1,350 +6%
CAL
136
Capital Advisors Ltd
Ohio
$1.93M – – –
FBNAT
137
FirstMerit Bank N.A. Trustee
Ohio
$1.9M -$7.37K -91 -0.4%
BC
138
Burney Company
Virginia
$1.89M +$934K +11,537 +98%
LC
139
Lourd Capital
California
$1.8M -$187K -2,306 -9%
MAS
140
Madden Advisory Services
Florida
$1.8M +$1.65M +20,383 +1,122%
SWM
141
Segment Wealth Management
Texas
$1.75M – – –
BIT
142
BlackRock Institutional Trust
California
$1.74M +$1.74M +21,528 New
TCM
143
Twele Capital Management
Minnesota
$1.72M – – –
HCM
144
Howland Capital Management
Massachusetts
$1.7M +$16.2K +200 +1%
EAM
145
Evanson Asset Management
California
$1.7M +$54.7K +676 +3%
FHA
146
First Horizon Advisors
Tennessee
$1.54M +$85.5K +1,056 +6%
ICAS
147
Investors Capital Advisory Services
Massachusetts
$1.54M +$58.3K +721 +4%
SSWM
148
Sheets Smith Wealth Management
North Carolina
$1.5M – – –
GAM
149
Gemmer Asset Management
California
$1.5M +$42.6K +526 +3%
FIM
150
Freedom Investment Management
Connecticut
$1.32M -$60.4K -746 -4%
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