Vanguard Morningstar Value ETF
VTV
1,827 hedge funds and large institutions have $70.6B invested in Vanguard Morningstar Value ETF in 2022 Q4 according to their latest regulatory filings, with 291 funds opening new positions, 797 increasing their positions, 521 reducing their positions, and 71 closing their positions.
310% more first-time investments, than exits
New positions opened: 291 | Existing positions closed: 71
209% more call options, than puts
Call options by funds: $47.7M | Put options by funds: $15.4M
53% more repeat investments, than reductions
Existing positions increased: 797 | Existing positions reduced: 521
25% more funds holding in top 10
Funds holding in top 10: 319 → 398 (+79)
14% more capital invested
Capital invested by funds: $62B → $70.6B (+$8.59B)
11% more funds holding
Funds holding: 1,644 → 1,827 (+183)
0.89% less ownership
Funds ownership: 68.34% → 67.45% (-0.89%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
+$555M |
| 2 |
Morgan Stanley
New York
|
+$135M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$130M |
| 4 |
BlackRock
New York
|
+$129M |
| 5 |
AIA
Angeles Investment Advisors
Santa Monica,
California
|
+$121M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$4.25B |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
-$2.48B |
| 3 |
SVCF
Silicon Valley Community Foundation
Mountain View,
California
|
-$352M |
| 4 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
-$173M |
| 5 |
Natixis Advisors
Boston,
Massachusetts
|
-$148M |
VTV Hedge Fund Activity: Q4 2022 in Review
1,827 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Value ETF (VTV) for Q4 2022, worth a combined $70.6B — up 14% from $62B a quarter earlier.
Buyers outnumbered sellers: 291 funds opened new VTV positions and 71 closed out — a net gain of 220 holders — while 797 added to existing stakes and 521 trimmed.
The largest buyer was RWA Wealth Partners, adding an estimated $555M. The largest seller was Bank of America, cutting an estimated $4.25B.
- 1,827 institutional investors held Vanguard Morningstar Value ETF (VTV) as of Q4 2022, up from 1,644 in Q3 2022.
- Funds reported $70.6B of Vanguard Morningstar Value ETF stock for Q4 2022, up 14% quarter-over-quarter.
- 291 funds opened new Vanguard Morningstar Value ETF positions in Q4 2022 and 71 closed out, a net change of +220 holders.
- The largest Vanguard Morningstar Value ETF buyer in Q4 2022 was RWA Wealth Partners, an estimated $555M added.
- The largest Vanguard Morningstar Value ETF seller in Q4 2022 was Bank of America, an estimated $4.25B sold.
Based on aggregated 13F filings for Q4 2022.