Vanguard Morningstar Value ETF
VTV
905 hedge funds and large institutions have $34.3B invested in Vanguard Morningstar Value ETF in 2019 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 374 increasing their positions, 296 reducing their positions, and 41 closing their positions.
380% more call options, than puts
Call options by funds: $8.35M | Put options by funds: $1.74M
115% more first-time investments, than exits
New positions opened: 88 | Existing positions closed: 41
26% more repeat investments, than reductions
Existing positions increased: 374 | Existing positions reduced: 296
7% more capital invested
Capital invested by funds: $32.1B → $34.3B (+$2.16B)
4% more funds holding
Funds holding: 873 → 905 (+32)
0.82% more ownership
Funds ownership: 69.37% → 70.19% (+0.82%)
4% less funds holding in top 10
Funds holding in top 10: 138 → 132 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$783M |
| 2 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$280M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
+$127M |
| 4 |
Jones Financial Companies
Des Peres,
Missouri
|
+$78.8M |
| 5 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$73.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPFA
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
|
-$542M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$21.2M |
| 3 |
CWG
Cornerstone Wealth Group
Huntersville,
North Carolina
|
-$17.6M |
| 4 |
RWM
Rezny Wealth Management
Fort Myers,
Florida
|
-$15.6M |
| 5 |
QA
Quantitative Advantage
Minnetonka,
Minnesota
|
-$14.8M |
VTV Hedge Fund Activity: Q2 2019 in Review
905 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Value ETF (VTV) for Q2 2019, worth a combined $34.3B — up 6.7% from $32.1B a quarter earlier.
Buyers outnumbered sellers: 88 funds opened new VTV positions and 41 closed out — a net gain of 47 holders — while 374 added to existing stakes and 296 trimmed.
The largest buyer was Bank of America, adding an estimated $783M. The largest seller was Provida Pension Fund Administrator, exiting entirely with an estimated $542M sold.
- 905 institutional investors held Vanguard Morningstar Value ETF (VTV) as of Q2 2019, up from 873 in Q1 2019.
- Funds reported $34.3B of Vanguard Morningstar Value ETF stock for Q2 2019, up 6.7% quarter-over-quarter.
- 88 funds opened new Vanguard Morningstar Value ETF positions in Q2 2019 and 41 closed out, a net change of +47 holders.
- The largest Vanguard Morningstar Value ETF buyer in Q2 2019 was Bank of America, an estimated $783M added.
- The largest Vanguard Morningstar Value ETF seller in Q2 2019 was Provida Pension Fund Administrator, an estimated $542M sold.
Based on aggregated 13F filings for Q2 2019.