Vanguard Morningstar Value ETF
VTV
1,658 hedge funds and large institutions have $65B invested in Vanguard Morningstar Value ETF in 2022 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 833 increasing their positions, 468 reducing their positions, and 86 closing their positions.
78% more repeat investments, than reductions
Existing positions increased: 833 | Existing positions reduced: 468
41% more first-time investments, than exits
New positions opened: 121 | Existing positions closed: 86
30% more call options, than puts
Call options by funds: $44.4M | Put options by funds: $34.1M
6% more funds holding in top 10
Funds holding in top 10: 306 → 324 (+18)
1% more funds holding
Funds holding: 1,647 → 1,658 (+11)
0.71% less ownership
Funds ownership: 69.57% → 68.85% (-0.71%)
9% less capital invested
Capital invested by funds: $71.2B → $65B (-$6.22B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SVCF
Silicon Valley Community Foundation
Mountain View,
California
|
+$402M |
| 2 |
CIAS
CBIZ Investment Advisory Services
Independence,
Ohio
|
+$185M |
| 3 |
Morgan Stanley
New York
|
+$166M |
| 4 |
PCIG
Partners Capital Investment Group
Boston,
Massachusetts
|
+$139M |
| 5 |
PPFA
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
|
+$131M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
-$443M |
| 2 |
IMCOOI
Investment Management Corp of Ontario (IMCO)
Toronto,
Canada
|
-$309M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$215M |
| 4 |
Betterment LLC
New York
|
-$72.4M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
-$52.4M |
VTV Hedge Fund Activity: Q2 2022 in Review
1,658 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Value ETF (VTV) for Q2 2022, worth a combined $65B — down 8.7% from $71.2B a quarter earlier.
Buyers outnumbered sellers: 121 funds opened new VTV positions and 86 closed out — a net gain of 35 holders — while 833 added to existing stakes and 468 trimmed.
The largest buyer was Silicon Valley Community Foundation, opening a new position worth an estimated $402M. The largest seller was Jones Financial Companies, cutting an estimated $443M.
- 1,658 institutional investors held Vanguard Morningstar Value ETF (VTV) as of Q2 2022, up from 1,647 in Q1 2022.
- Funds reported $65B of Vanguard Morningstar Value ETF stock for Q2 2022, down 8.7% quarter-over-quarter.
- 121 funds opened new Vanguard Morningstar Value ETF positions in Q2 2022 and 86 closed out, a net change of +35 holders.
- The largest Vanguard Morningstar Value ETF buyer in Q2 2022 was Silicon Valley Community Foundation, an estimated $402M added.
- The largest Vanguard Morningstar Value ETF seller in Q2 2022 was Jones Financial Companies, an estimated $443M sold.
Based on aggregated 13F filings for Q2 2022.