Vanguard Morningstar Value ETF
VTV
873 hedge funds and large institutions have $32.1B invested in Vanguard Morningstar Value ETF in 2019 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 323 increasing their positions, 308 reducing their positions, and 68 closing their positions.
289% more call options, than puts
Call options by funds: $6.57M | Put options by funds: $1.69M
50% more first-time investments, than exits
New positions opened: 102 | Existing positions closed: 68
12% more capital invested
Capital invested by funds: $28.5B → $32.1B (+$3.57B)
3% more funds holding
Funds holding: 847 → 873 (+26)
5% more repeat investments, than reductions
Existing positions increased: 323 | Existing positions reduced: 308
1% more funds holding in top 10
Funds holding in top 10: 137 → 138 (+1)
1.71% less ownership
Funds ownership: 71.08% → 69.37% (-1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$412M |
| 2 |
PPFA
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
|
+$338M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$209M |
| 4 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$97.2M |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
+$84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZCA
Zeke Capital Advisors
Berwyn,
Pennsylvania
|
-$680M |
| 2 |
BlackRock
New York
|
-$246M |
| 3 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$217M |
| 4 |
Natixis Advisors
Boston,
Massachusetts
|
-$80.5M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$67.7M |
VTV Hedge Fund Activity: Q1 2019 in Review
873 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Value ETF (VTV) for Q1 2019, worth a combined $32.1B — up 12% from $28.5B a quarter earlier.
Buyers outnumbered sellers: 102 funds opened new VTV positions and 68 closed out — a net gain of 34 holders — while 323 added to existing stakes and 308 trimmed.
The largest buyer was Bank of America, adding an estimated $412M. The largest seller was Zeke Capital Advisors, cutting an estimated $680M.
- 873 institutional investors held Vanguard Morningstar Value ETF (VTV) as of Q1 2019, up from 847 in Q4 2018.
- Funds reported $32.1B of Vanguard Morningstar Value ETF stock for Q1 2019, up 12% quarter-over-quarter.
- 102 funds opened new Vanguard Morningstar Value ETF positions in Q1 2019 and 68 closed out, a net change of +34 holders.
- The largest Vanguard Morningstar Value ETF buyer in Q1 2019 was Bank of America, an estimated $412M added.
- The largest Vanguard Morningstar Value ETF seller in Q1 2019 was Zeke Capital Advisors, an estimated $680M sold.
Based on aggregated 13F filings for Q1 2019.