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Vanguard Value ETF

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

207% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 14

121% more call options, than puts

Call options by funds: $6.49M | Put options by funds: $2.94M

70% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 73

22% more funds holding in top 10

Funds holding in top 10: 4150 (+9)

11% more capital invested

Capital invested by funds: $6.92B → $7.71B (+$789M)

10% more funds holding

Funds holding: 273300 (+27)

0.42% less ownership

Funds ownership: 53.57%53.15% (-0.42%)

Holders
300
Holders Change
+27
Holders Change %
+9.89%
% of All Funds
8.62%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$1.33B +$231M +2,913,113 +22%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$1.05B +$37.2M +469,735 +4%
PPFA
3
Provida Pension Fund Administrator
Chile
$421M -$412M -5,203,000 -50%
Morgan Stanley
4
Morgan Stanley
New York
$418M +$21.9M +276,572 +6%
MAA
5
Managed Account Advisors
New Jersey
$405M +$133M +1,678,589 +50%
TAIM
6
TD Ameritrade Investment Management
Nebraska
$386M -$24.2M -305,867 -6%
AUIM
7
Aegon USA Investment Management
Iowa
$343M +$122M +1,546,192 +57%
U
8
UBS
Switzerland
$235M +$20.7M +261,642 +10%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$179M +$4.42M +55,780 +3%
Goldman Sachs
10
Goldman Sachs
New York
$161M +$53.8M +678,880 +52%
Vanguard Group
11
Vanguard Group
Pennsylvania
$159M +$86.5K +1,092 +0.1%
TCT
12
TIAA CREF Trust
Missouri
$156M +$3.87M +48,920 +3%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$154M -$3.23M -40,823 -2%
DADC
14
D.A. Davidson & Co
Montana
$148M +$1.38M +17,385 +1%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$136M +$4.66M +58,805 +4%
HT
16
Hefren-Tillotson
Pennsylvania
$136M +$1.74M +21,929 +1%
VCP
17
Vista Capital Partners
Oregon
$102M +$877K +11,076 +0.9%
IAS
18
INR Advisory Services
Pennsylvania
$94M +$4.13M +52,220 +5%
Wells Fargo
19
Wells Fargo
California
$76.3M +$5.34M +67,483 +8%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$76M -$24.9M -314,092 -25%
LPL Financial
21
LPL Financial
California
$61.3M +$2.11M +26,691 +4%
AssetMark Inc
22
AssetMark Inc
California
$59.2M -$1.67M -21,154 -3%
MIH
23
Madison Investment Holdings
Wisconsin
$53.5M +$15.3M +193,868 +41%
TFA
24
Transamerica Financial Advisors
Florida
$44.3M +$3.99M +50,339 +10%
B
25
Baird
Wisconsin
$41.6M +$2.22M +28,032 +6%

VTV Hedge Fund Activity: Q2 2014 in Review

300 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Vanguard Value ETF (VTV) for Q2 2014, worth a combined $7.71B — up 11% from $6.92B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new VTV positions and 14 closed out — a net gain of 29 holders — while 124 added to existing stakes and 73 trimmed.

The largest buyer was Bank of America, adding an estimated $231M. The largest seller was Provida Pension Fund Administrator, cutting an estimated $412M.

  • 300 institutional investors held Vanguard Value ETF (VTV) as of Q2 2014, up from 273 in Q1 2014.
  • Funds reported $7.71B of Vanguard Value ETF stock for Q2 2014, up 11% quarter-over-quarter.
  • 43 funds opened new Vanguard Value ETF positions in Q2 2014 and 14 closed out, a net change of +29 holders.
  • The largest Vanguard Value ETF buyer in Q2 2014 was Bank of America, an estimated $231M added.
  • The largest Vanguard Value ETF seller in Q2 2014 was Provida Pension Fund Administrator, an estimated $412M sold.

Based on aggregated 13F filings for Q2 2014.