Vanguard Morningstar Value ETF
VTV
2,036 hedge funds and large institutions have $78.3B invested in Vanguard Morningstar Value ETF in 2023 Q4 according to their latest regulatory filings, with 298 funds opening new positions, 797 increasing their positions, 723 reducing their positions, and 63 closing their positions.
380% more call options, than puts
Call options by funds: $42.8M | Put options by funds: $8.91M
373% more first-time investments, than exits
New positions opened: 298 | Existing positions closed: 63
16% more capital invested
Capital invested by funds: $67.3B → $78.3B (+$10.9B)
12% more funds holding in top 10
Funds holding in top 10: 348 → 391 (+43)
11% more funds holding
Funds holding: 1,833 → 2,036 (+203)
10% more repeat investments, than reductions
Existing positions increased: 797 | Existing positions reduced: 723
5.03% more ownership
Funds ownership: 68.9% → 73.94% (+5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$4.06B |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$699M |
| 3 |
Goldman Sachs
New York
|
+$289M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$172M |
| 5 |
JP Morgan Chase
New York
|
+$158M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
-$715M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$129M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$114M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
-$109M |
| 5 |
Natixis Advisors
Boston,
Massachusetts
|
-$107M |
VTV Hedge Fund Activity: Q4 2023 in Review
2,036 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Value ETF (VTV) for Q4 2023, worth a combined $78.3B — up 16% from $67.3B a quarter earlier.
Buyers outnumbered sellers: 298 funds opened new VTV positions and 63 closed out — a net gain of 235 holders — while 797 added to existing stakes and 723 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $4.06B. The largest seller was Jones Financial Companies, cutting an estimated $715M.
- 2,036 institutional investors held Vanguard Morningstar Value ETF (VTV) as of Q4 2023, up from 1,833 in Q3 2023.
- Funds reported $78.3B of Vanguard Morningstar Value ETF stock for Q4 2023, up 16% quarter-over-quarter.
- 298 funds opened new Vanguard Morningstar Value ETF positions in Q4 2023 and 63 closed out, a net change of +235 holders.
- The largest Vanguard Morningstar Value ETF buyer in Q4 2023 was Morgan Stanley, an estimated $4.06B added.
- The largest Vanguard Morningstar Value ETF seller in Q4 2023 was Jones Financial Companies, an estimated $715M sold.
Based on aggregated 13F filings for Q4 2023.