Vanguard Morningstar Value ETF
VTV
585 hedge funds and large institutions have $17.4B invested in Vanguard Morningstar Value ETF in 2017 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 263 increasing their positions, 164 reducing their positions, and 22 closing their positions.
150% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 22
60% more repeat investments, than reductions
Existing positions increased: 263 | Existing positions reduced: 164
37% more call options, than puts
Call options by funds: $2.06M | Put options by funds: $1.5M
5% more funds holding
Funds holding: 559 → 585 (+26)
1% more capital invested
Capital invested by funds: $17.3B → $17.4B (+$102M)
0% more funds holding in top 10
Funds holding in top 10: 88 → 88 (0)
2.8% less ownership
Funds ownership: 57.33% → 54.53% (-2.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
+$327M |
| 2 |
ECM
ETrade Capital Management
Arlington,
Virginia
|
+$208M |
| 3 |
Betterment LLC
New York
|
+$161M |
| 4 |
LPL Financial
San Diego,
California
|
+$147M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$81.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$654M |
| 2 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
-$338M |
| 3 |
PPFA
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
|
-$148M |
| 4 |
Citigroup
New York
|
-$86.2M |
| 5 |
DCM
Dupont Capital Management
Wilmington,
Delaware
|
-$84.2M |
VTV Hedge Fund Activity: Q2 2017 in Review
585 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Value ETF (VTV) for Q2 2017, worth a combined $17.4B — up 0.59% from $17.3B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new VTV positions and 22 closed out — a net gain of 33 holders — while 263 added to existing stakes and 164 trimmed.
The largest buyer was Jones Financial Companies, adding an estimated $327M. The largest seller was Bank of America, cutting an estimated $654M.
- 585 institutional investors held Vanguard Morningstar Value ETF (VTV) as of Q2 2017, up from 559 in Q1 2017.
- Funds reported $17.4B of Vanguard Morningstar Value ETF stock for Q2 2017, up 0.59% quarter-over-quarter.
- 55 funds opened new Vanguard Morningstar Value ETF positions in Q2 2017 and 22 closed out, a net change of +33 holders.
- The largest Vanguard Morningstar Value ETF buyer in Q2 2017 was Jones Financial Companies, an estimated $327M added.
- The largest Vanguard Morningstar Value ETF seller in Q2 2017 was Bank of America, an estimated $654M sold.
Based on aggregated 13F filings for Q2 2017.