Vanguard Value ETF
VTV
700 hedge funds and large institutions have $23.9B invested in Vanguard Value ETF in 2017 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 261 increasing their positions, 193 reducing their positions, and 26 closing their positions.
469% more first-time investments, than exits
New positions opened: 148 | Existing positions closed: 26
35% more repeat investments, than reductions
Existing positions increased: 261 | Existing positions reduced: 193
20% more funds holding in top 10
Funds holding in top 10: 93 → 112 (+19)
20% more funds holding
Funds holding: 583 → 700 (+117)
11% more capital invested
Capital invested by funds: $21.6B → $23.9B (+$2.3B)
0.43% more ownership
Funds ownership: 64.74% → 65.17% (+0.43%)
79% less call options, than puts
Call options by funds: $701K | Put options by funds: $3.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$157M |
| 2 |
LPL Financial
San Diego,
California
|
+$117M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
+$117M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$99.3M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$97M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Betterment LLC
New York
|
-$234M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$63.6M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$51M |
| 4 |
ICOA
Investment Centers of America
Bismarck,
North Dakota
|
-$50.5M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$46.1M |
VTV Hedge Fund Activity: Q4 2017 in Review
700 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Vanguard Value ETF (VTV) for Q4 2017, worth a combined $23.9B — up 11% from $21.6B a quarter earlier.
Buyers outnumbered sellers: 148 funds opened new VTV positions and 26 closed out — a net gain of 122 holders — while 261 added to existing stakes and 193 trimmed.
The largest buyer was Horizon Investments, adding an estimated $157M. The largest seller was Betterment LLC, cutting an estimated $234M.
- 700 institutional investors held Vanguard Value ETF (VTV) as of Q4 2017, up from 583 in Q3 2017.
- Funds reported $23.9B of Vanguard Value ETF stock for Q4 2017, up 11% quarter-over-quarter.
- 148 funds opened new Vanguard Value ETF positions in Q4 2017 and 26 closed out, a net change of +122 holders.
- The largest Vanguard Value ETF buyer in Q4 2017 was Horizon Investments, an estimated $157M added.
- The largest Vanguard Value ETF seller in Q4 2017 was Betterment LLC, an estimated $234M sold.
Based on aggregated 13F filings for Q4 2017.