Vanguard Value ETF
VTV
739 hedge funds and large institutions have $29.9B invested in Vanguard Value ETF in 2018 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 290 increasing their positions, 230 reducing their positions, and 35 closing their positions.
123% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 35
26% more repeat investments, than reductions
Existing positions increased: 290 | Existing positions reduced: 230
17% more capital invested
Capital invested by funds: $25.5B → $29.9B (+$4.4B)
11% more funds holding in top 10
Funds holding in top 10: 94 → 104 (+10)
5% more funds holding
Funds holding: 701 → 739 (+38)
1.64% more ownership
Funds ownership: 67.6% → 69.25% (+1.6%)
1% less call options, than puts
Call options by funds: $5.98M | Put options by funds: $6.04M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
+$1.83B |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$455M |
| 3 |
Morgan Stanley
New York
|
+$96.6M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$87.2M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$69.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Betterment LLC
New York
|
-$255M |
| 2 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$52.3M |
| 3 |
PPFA
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
|
-$40.2M |
| 4 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
-$31.7M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$21.8M |
VTV Hedge Fund Activity: Q3 2018 in Review
739 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Vanguard Value ETF (VTV) for Q3 2018, worth a combined $29.9B — up 17% from $25.5B a quarter earlier.
Buyers outnumbered sellers: 78 funds opened new VTV positions and 35 closed out — a net gain of 43 holders — while 290 added to existing stakes and 230 trimmed.
The largest buyer was Jones Financial Companies, adding an estimated $1.83B. The largest seller was Betterment LLC, cutting an estimated $255M.
- 739 institutional investors held Vanguard Value ETF (VTV) as of Q3 2018, up from 701 in Q2 2018.
- Funds reported $29.9B of Vanguard Value ETF stock for Q3 2018, up 17% quarter-over-quarter.
- 78 funds opened new Vanguard Value ETF positions in Q3 2018 and 35 closed out, a net change of +43 holders.
- The largest Vanguard Value ETF buyer in Q3 2018 was Jones Financial Companies, an estimated $1.83B added.
- The largest Vanguard Value ETF seller in Q3 2018 was Betterment LLC, an estimated $255M sold.
Based on aggregated 13F filings for Q3 2018.