Vanguard Morningstar Value ETF
VTV
434 hedge funds and large institutions have $13.3B invested in Vanguard Morningstar Value ETF in 2016 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 181 increasing their positions, 128 reducing their positions, and 14 closing their positions.
552% more call options, than puts
Call options by funds: $7.75M | Put options by funds: $1.19M
271% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 14
41% more repeat investments, than reductions
Existing positions increased: 181 | Existing positions reduced: 128
12% more capital invested
Capital invested by funds: $11.9B → $13.3B (+$1.43B)
8% more funds holding
Funds holding: 401 → 434 (+33)
6% more funds holding in top 10
Funds holding in top 10: 70 → 74 (+4)
1.67% more ownership
Funds ownership: 59.96% → 61.63% (+1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
+$451M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$266M |
| 3 |
Betterment LLC
New York
|
+$104M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$45.5M |
| 5 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$44.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$304M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$53.8M |
| 3 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
-$45M |
| 4 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
-$15.9M |
| 5 |
AIG
American International Group
New York
|
-$13M |
VTV Hedge Fund Activity: Q2 2016 in Review
434 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Value ETF (VTV) for Q2 2016, worth a combined $13.3B — up 12% from $11.9B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new VTV positions and 14 closed out — a net gain of 38 holders — while 181 added to existing stakes and 128 trimmed.
The largest buyer was Jones Financial Companies, adding an estimated $451M. The largest seller was LPL Financial, cutting an estimated $304M.
- 434 institutional investors held Vanguard Morningstar Value ETF (VTV) as of Q2 2016, up from 401 in Q1 2016.
- Funds reported $13.3B of Vanguard Morningstar Value ETF stock for Q2 2016, up 12% quarter-over-quarter.
- 52 funds opened new Vanguard Morningstar Value ETF positions in Q2 2016 and 14 closed out, a net change of +38 holders.
- The largest Vanguard Morningstar Value ETF buyer in Q2 2016 was Jones Financial Companies, an estimated $451M added.
- The largest Vanguard Morningstar Value ETF seller in Q2 2016 was LPL Financial, an estimated $304M sold.
Based on aggregated 13F filings for Q2 2016.