Vanguard Morningstar Value ETF
VTV
847 hedge funds and large institutions have $28.5B invested in Vanguard Morningstar Value ETF in 2018 Q4 according to their latest regulatory filings, with 185 funds opening new positions, 340 increasing their positions, 219 reducing their positions, and 68 closing their positions.
172% more first-time investments, than exits
New positions opened: 185 | Existing positions closed: 68
154% more call options, than puts
Call options by funds: $4.79M | Put options by funds: $1.89M
55% more repeat investments, than reductions
Existing positions increased: 340 | Existing positions reduced: 219
32% more funds holding in top 10
Funds holding in top 10: 104 → 137 (+33)
15% more funds holding
Funds holding: 739 → 847 (+108)
3.57% more ownership
Funds ownership: 67.51% → 71.08% (+3.6%)
4% less capital invested
Capital invested by funds: $29.8B → $28.5B (-$1.24B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZCA
Zeke Capital Advisors
Berwyn,
Pennsylvania
|
+$674M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$424M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$342M |
| 4 |
BlackRock
New York
|
+$238M |
| 5 |
Morgan Stanley
New York
|
+$155M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Betterment LLC
New York
|
-$141M |
| 2 |
PC
Permanens Capital
New York
|
-$86.3M |
| 3 |
SEI Investments
Oaks,
Pennsylvania
|
-$60.3M |
| 4 |
Two Sigma Investments
New York
|
-$33.6M |
| 5 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
-$25.7M |
VTV Hedge Fund Activity: Q4 2018 in Review
847 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Value ETF (VTV) for Q4 2018, worth a combined $28.5B — down 4.2% from $29.8B a quarter earlier.
Buyers outnumbered sellers: 185 funds opened new VTV positions and 68 closed out — a net gain of 117 holders — while 340 added to existing stakes and 219 trimmed.
The largest buyer was Zeke Capital Advisors, adding an estimated $674M. The largest seller was Betterment LLC, cutting an estimated $141M.
- 847 institutional investors held Vanguard Morningstar Value ETF (VTV) as of Q4 2018, up from 739 in Q3 2018.
- Funds reported $28.5B of Vanguard Morningstar Value ETF stock for Q4 2018, down 4.2% quarter-over-quarter.
- 185 funds opened new Vanguard Morningstar Value ETF positions in Q4 2018 and 68 closed out, a net change of +117 holders.
- The largest Vanguard Morningstar Value ETF buyer in Q4 2018 was Zeke Capital Advisors, an estimated $674M added.
- The largest Vanguard Morningstar Value ETF seller in Q4 2018 was Betterment LLC, an estimated $141M sold.
Based on aggregated 13F filings for Q4 2018.