Vanguard Morningstar Value ETF
VTV
441 hedge funds and large institutions have $14.2B invested in Vanguard Morningstar Value ETF in 2016 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 200 increasing their positions, 129 reducing their positions, and 19 closing their positions.
165% more call options, than puts
Call options by funds: $4.99M | Put options by funds: $1.88M
74% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 19
55% more repeat investments, than reductions
Existing positions increased: 200 | Existing positions reduced: 129
7% more funds holding in top 10
Funds holding in top 10: 74 → 79 (+5)
7% more capital invested
Capital invested by funds: $13.3B → $14.2B (+$894M)
2% more funds holding
Funds holding: 434 → 441 (+7)
0.27% more ownership
Funds ownership: 61.63% → 61.9% (+0.27%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$239M |
| 2 |
Betterment LLC
New York
|
+$109M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$76.3M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$37.9M |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
+$32.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPFA
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
|
-$84M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$21.6M |
| 3 |
MIH
Madison Investment Holdings
Madison,
Wisconsin
|
-$18.6M |
| 4 |
AIA
Arrow Investment Advisors
Laurel,
Maryland
|
-$15.9M |
| 5 |
TF
Tompkins Financial
Ithaca,
New York
|
-$11.1M |
VTV Hedge Fund Activity: Q3 2016 in Review
441 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Value ETF (VTV) for Q3 2016, worth a combined $14.2B — up 6.7% from $13.3B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new VTV positions and 19 closed out — a net gain of 14 holders — while 200 added to existing stakes and 129 trimmed.
The largest buyer was Bank of America, adding an estimated $239M. The largest seller was Provida Pension Fund Administrator, cutting an estimated $84M.
- 441 institutional investors held Vanguard Morningstar Value ETF (VTV) as of Q3 2016, up from 434 in Q2 2016.
- Funds reported $14.2B of Vanguard Morningstar Value ETF stock for Q3 2016, up 6.7% quarter-over-quarter.
- 33 funds opened new Vanguard Morningstar Value ETF positions in Q3 2016 and 19 closed out, a net change of +14 holders.
- The largest Vanguard Morningstar Value ETF buyer in Q3 2016 was Bank of America, an estimated $239M added.
- The largest Vanguard Morningstar Value ETF seller in Q3 2016 was Provida Pension Fund Administrator, an estimated $84M sold.
Based on aggregated 13F filings for Q3 2016.