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Vanguard Value ETF

312 hedge funds and large institutions have $8.24B invested in Vanguard Value ETF in 2014 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 140 increasing their positions, 73 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

953% more call options, than puts

Call options by funds: $7.95M | Put options by funds: $755K

92% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 73

75% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 16

10% more funds holding in top 10

Funds holding in top 10: 5055 (+5)

7% more capital invested

Capital invested by funds: $7.71B → $8.24B (+$531M)

4% more funds holding

Funds holding: 300312 (+12)

0.02% less ownership

Funds ownership: 53.15%53.13% (-0.02%)

Holders
312
Holders Change
+12
Holders Change %
+4%
% of All Funds
9.05%
Holding in Top 10
55
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+10%
% of All Funds
1.6%
New
28
Increased
140
Reduced
73
Closed
16
Calls
$7.95M
Puts
$755K
Net Calls
+$7.2M
Net Calls Change
+$3.64M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$1.22B -$118M -1,439,691 -9%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$1.12B +$67.8M +830,329 +6%
PPFA
3
Provida Pension Fund Administrator
Chile
$714M +$293M +3,587,086 +69%
MAA
4
Managed Account Advisors
New Jersey
$621M +$216M +2,637,705 +53%
Morgan Stanley
5
Morgan Stanley
New York
$435M +$15.6M +190,966 +4%
TAIM
6
TD Ameritrade Investment Management
Nebraska
$403M +$15.6M +191,252 +4%
AUIM
7
Aegon USA Investment Management
Iowa
$295M -$50M -612,063 -14%
U
8
UBS
Switzerland
$261M +$25.8M +316,238 +11%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$207M +$27.7M +338,879 +15%
Goldman Sachs
10
Goldman Sachs
New York
$172M +$10.3M +125,510 +6%
TCT
11
TIAA CREF Trust
Missouri
$162M +$5.17M +63,240 +3%
Vanguard Group
12
Vanguard Group
Pennsylvania
$160M +$60.1K +735 +0%
DADC
13
D.A. Davidson & Co
Montana
$152M +$3.39M +41,519 +2%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$151M +$14.6M +178,482 +11%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$151M -$3.87M -47,302 -2%
VCP
16
Vista Capital Partners
Oregon
$99.6M -$2.28M -27,896 -2%
IAS
17
INR Advisory Services
Pennsylvania
$92.7M -$1.55M -18,955 -2%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$79.9M +$3.67M +44,862 +5%
Wells Fargo
19
Wells Fargo
California
$79.2M +$2.72M +33,279 +4%
LPL Financial
20
LPL Financial
California
$75.1M +$14.7M +179,703 +24%
AssetMark Inc
21
AssetMark Inc
California
$61.9M +$2.52M +30,818 +4%
HT
22
Hefren-Tillotson
Pennsylvania
$49.3M -$87.6M -1,071,578 -64%
TFA
23
Transamerica Financial Advisors
Florida
$46.8M +$2.43M +29,693 +5%
B
24
Baird
Wisconsin
$45.2M +$3.48M +42,533 +8%
NPC
25
National Planning Corporation
California
$40.2M +$2.63M +32,175 +7%

VTV Hedge Fund Activity: Q3 2014 in Review

312 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Vanguard Value ETF (VTV) for Q3 2014, worth a combined $8.24B — up 6.9% from $7.71B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new VTV positions and 16 closed out — a net gain of 12 holders — while 140 added to existing stakes and 73 trimmed.

The largest buyer was Provida Pension Fund Administrator, adding an estimated $293M. The largest seller was Bank of America, cutting an estimated $118M.

  • 312 institutional investors held Vanguard Value ETF (VTV) as of Q3 2014, up from 300 in Q2 2014.
  • Funds reported $8.24B of Vanguard Value ETF stock for Q3 2014, up 6.9% quarter-over-quarter.
  • 28 funds opened new Vanguard Value ETF positions in Q3 2014 and 16 closed out, a net change of +12 holders.
  • The largest Vanguard Value ETF buyer in Q3 2014 was Provida Pension Fund Administrator, an estimated $293M added.
  • The largest Vanguard Value ETF seller in Q3 2014 was Bank of America, an estimated $118M sold.

Based on aggregated 13F filings for Q3 2014.