Vanguard Morningstar Value ETF
VTV
701 hedge funds and large institutions have $23.9B invested in Vanguard Morningstar Value ETF in 2017 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 262 increasing their positions, 193 reducing their positions, and 26 closing their positions.
469% more first-time investments, than exits
New positions opened: 148 | Existing positions closed: 26
36% more repeat investments, than reductions
Existing positions increased: 262 | Existing positions reduced: 193
20% more funds holding in top 10
Funds holding in top 10: 93 → 112 (+19)
20% more funds holding
Funds holding: 584 → 701 (+117)
11% more capital invested
Capital invested by funds: $21.6B → $23.9B (+$2.31B)
0.43% more ownership
Funds ownership: 64.74% → 65.17% (+0.43%)
79% less call options, than puts
Call options by funds: $701K | Put options by funds: $3.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$157M |
| 2 |
LPL Financial
San Diego,
California
|
+$117M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
+$117M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$99.3M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$97M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Betterment LLC
New York
|
-$234M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$63.6M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$51M |
| 4 |
ICOA
Investment Centers of America
Bismarck,
North Dakota
|
-$50.5M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$46.1M |
VTV Hedge Fund Activity: Q4 2017 in Review
701 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Value ETF (VTV) for Q4 2017, worth a combined $23.9B — up 11% from $21.6B a quarter earlier.
Buyers outnumbered sellers: 148 funds opened new VTV positions and 26 closed out — a net gain of 122 holders — while 262 added to existing stakes and 193 trimmed.
The largest buyer was Horizon Investments, adding an estimated $157M. The largest seller was Betterment LLC, cutting an estimated $234M.
- 701 institutional investors held Vanguard Morningstar Value ETF (VTV) as of Q4 2017, up from 584 in Q3 2017.
- Funds reported $23.9B of Vanguard Morningstar Value ETF stock for Q4 2017, up 11% quarter-over-quarter.
- 148 funds opened new Vanguard Morningstar Value ETF positions in Q4 2017 and 26 closed out, a net change of +122 holders.
- The largest Vanguard Morningstar Value ETF buyer in Q4 2017 was Horizon Investments, an estimated $157M added.
- The largest Vanguard Morningstar Value ETF seller in Q4 2017 was Betterment LLC, an estimated $234M sold.
Based on aggregated 13F filings for Q4 2017.