Vanguard Morningstar Value ETF
VTV
269 hedge funds and large institutions have $6.18B invested in Vanguard Morningstar Value ETF in 2013 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 102 increasing their positions, 69 reducing their positions, and 13 closing their positions.
346% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 13
48% more repeat investments, than reductions
Existing positions increased: 102 | Existing positions reduced: 69
38% more funds holding in top 10
Funds holding in top 10: 29 → 40 (+11)
19% more capital invested
Capital invested by funds: $5.19B → $6.18B (+$995M)
18% more funds holding
Funds holding: 228 → 269 (+41)
3.05% more ownership
Funds ownership: 46.39% → 49.44% (+3.1%)
79% less call options, than puts
Call options by funds: $344K | Put options by funds: $1.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$65.3M |
| 2 |
Morgan Stanley
New York
|
+$33.7M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
+$33.2M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$27.4M |
| 5 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$24.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$155M |
| 2 |
WCM
Windham Capital Management
Boston,
Massachusetts
|
-$28.7M |
| 3 |
DWA
Dorsey Wright & Associates
Pasadena,
California
|
-$18.1M |
| 4 |
AIA
Arrow Investment Advisors
Laurel,
Maryland
|
-$15.2M |
| 5 |
U
UBS
Zurich,
Switzerland
|
-$15M |
VTV Hedge Fund Activity: Q4 2013 in Review
269 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Value ETF (VTV) for Q4 2013, worth a combined $6.18B — up 19% from $5.19B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new VTV positions and 13 closed out — a net gain of 45 holders — while 102 added to existing stakes and 69 trimmed.
The largest buyer was Bank of America, adding an estimated $65.3M. The largest seller was Vanguard Group, cutting an estimated $155M.
- 269 institutional investors held Vanguard Morningstar Value ETF (VTV) as of Q4 2013, up from 228 in Q3 2013.
- Funds reported $6.18B of Vanguard Morningstar Value ETF stock for Q4 2013, up 19% quarter-over-quarter.
- 58 funds opened new Vanguard Morningstar Value ETF positions in Q4 2013 and 13 closed out, a net change of +45 holders.
- The largest Vanguard Morningstar Value ETF buyer in Q4 2013 was Bank of America, an estimated $65.3M added.
- The largest Vanguard Morningstar Value ETF seller in Q4 2013 was Vanguard Group, an estimated $155M sold.
Based on aggregated 13F filings for Q4 2013.