Vanguard Value ETF
VTV
846 hedge funds and large institutions have $28.5B invested in Vanguard Value ETF in 2018 Q4 according to their latest regulatory filings, with 184 funds opening new positions, 340 increasing their positions, 219 reducing their positions, and 68 closing their positions.
171% more first-time investments, than exits
New positions opened: 184 | 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)
14% more funds holding
Funds holding: 739 → 846 (+107)
1.83% more ownership
Funds ownership: 69.25% → 71.07% (+1.8%)
5% less capital invested
Capital invested by funds: $29.9B → $28.5B (-$1.36B)
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 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$722M |
| 2 |
Betterment LLC
New York
|
-$141M |
| 3 |
PC
Permanens Capital
New York
|
-$86.3M |
| 4 |
SEI Investments
Oaks,
Pennsylvania
|
-$60.3M |
| 5 |
Two Sigma Investments
New York
|
-$33.6M |
VTV Hedge Fund Activity: Q4 2018 in Review
846 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Vanguard Value ETF (VTV) for Q4 2018, worth a combined $28.5B — down 4.5% from $29.9B a quarter earlier.
Buyers outnumbered sellers: 184 funds opened new VTV positions and 68 closed out — a net gain of 116 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 Cornerstone Wealth Management, cutting an estimated $722M.
- 846 institutional investors held Vanguard Value ETF (VTV) as of Q4 2018, up from 739 in Q3 2018.
- Funds reported $28.5B of Vanguard Value ETF stock for Q4 2018, down 4.5% quarter-over-quarter.
- 184 funds opened new Vanguard Value ETF positions in Q4 2018 and 68 closed out, a net change of +116 holders.
- The largest Vanguard Value ETF buyer in Q4 2018 was Zeke Capital Advisors, an estimated $674M added.
- The largest Vanguard Value ETF seller in Q4 2018 was Cornerstone Wealth Management, an estimated $722M sold.
Based on aggregated 13F filings for Q4 2018.