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Vanguard Value ETF

389 hedge funds and large institutions have $11.2B invested in Vanguard Value ETF in 2015 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 150 increasing their positions, 85 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

262% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 21

76% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 85

14% more funds holding

Funds holding: 341389 (+48)

13% more capital invested

Capital invested by funds: $9.91B → $11.2B (+$1.33B)

12% more funds holding in top 10

Funds holding in top 10: 6067 (+7)

2.44% more ownership

Funds ownership: 58.35%60.78% (+2.4%)

Holders
389
Holders Change
+48
Holders Change %
+14.08%
% of All Funds
10.2%
Holding in Top 10
67
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+11.67%
% of All Funds
1.76%
New
76
Increased
150
Reduced
85
Closed
21
Calls
$5.1M
Puts
Net Calls
+$5.1M
Net Calls Change
+$238K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$3.11B +$297M +3,630,765 +11%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$1.16B -$867K -10,582 -0.1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$538M +$6.56M +80,017 +1%
TAIM
4
TD Ameritrade Investment Management
Nebraska
$537M +$13.9M +169,524 +3%
UBS Group
5
UBS Group
Switzerland
$534M +$61.5M +750,830 +13%
Morgan Stanley
6
Morgan Stanley
New York
$521M +$22.6M +276,151 +5%
PPFA
7
Provida Pension Fund Administrator
Chile
$430M
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$399M +$52.8M +645,011 +15%
Betterment LLC
9
Betterment LLC
New York
$348M +$61.2M +747,271 +21%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$283M +$4.07M +49,652 +1%
LPL Financial
11
LPL Financial
California
$273M +$153M +1,866,091 +124%
TCT
12
TIAA CREF Trust
Missouri
$187M +$3.69M +45,003 +2%
DADC
13
D.A. Davidson & Co
Montana
$180M +$5.59M +68,194 +3%
Goldman Sachs
14
Goldman Sachs
New York
$167M -$65M -793,052 -28%
UCFA
15
United Capital Financial Advisors
Texas
$118M +$15.2M +185,899 +15%
Wells Fargo
16
Wells Fargo
California
$116M +$4.39M +53,624 +4%
Vanguard Group
17
Vanguard Group
Pennsylvania
$113M -$51M -622,093 -31%
VCP
18
Vista Capital Partners
Oregon
$96.9M -$645K -7,875 -0.7%
IAS
19
INR Advisory Services
Pennsylvania
$94.9M +$6.02M +73,490 +7%
AssetMark Inc
20
AssetMark Inc
California
$91.5M +$7.59M +92,637 +9%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$68.8M +$12.6M +153,448 +22%
EWA
22
EP Wealth Advisors
California
$56.4M +$542K +6,612 +1%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$53.1M +$1.69M +20,685 +3%
BIM
24
BlackRock Investment Management
Delaware
$52.4M +$50M +610,793 +1,922%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$47.1M +$5.65M +68,934 +14%

VTV Hedge Fund Activity: Q4 2015 in Review

389 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Vanguard Value ETF (VTV) for Q4 2015, worth a combined $11.2B — up 13% from $9.91B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new VTV positions and 21 closed out — a net gain of 55 holders — while 150 added to existing stakes and 85 trimmed.

The largest buyer was Bank of America, adding an estimated $297M. The largest seller was Goldman Sachs, cutting an estimated $65M.

  • 389 institutional investors held Vanguard Value ETF (VTV) as of Q4 2015, up from 341 in Q3 2015.
  • Funds reported $11.2B of Vanguard Value ETF stock for Q4 2015, up 13% quarter-over-quarter.
  • 76 funds opened new Vanguard Value ETF positions in Q4 2015 and 21 closed out, a net change of +55 holders.
  • The largest Vanguard Value ETF buyer in Q4 2015 was Bank of America, an estimated $297M added.
  • The largest Vanguard Value ETF seller in Q4 2015 was Goldman Sachs, an estimated $65M sold.

Based on aggregated 13F filings for Q4 2015.