Vanguard Morningstar Value ETF
VTV
1,224 hedge funds and large institutions have $43.4B invested in Vanguard Morningstar Value ETF in 2020 Q4 according to their latest regulatory filings, with 255 funds opening new positions, 494 increasing their positions, 312 reducing their positions, and 44 closing their positions.
480% more first-time investments, than exits
New positions opened: 255 | Existing positions closed: 44
58% more repeat investments, than reductions
Existing positions increased: 494 | Existing positions reduced: 312
26% more funds holding in top 10
Funds holding in top 10: 136 → 172 (+36)
18% more funds holding
Funds holding: 1,033 → 1,224 (+191)
17% more capital invested
Capital invested by funds: $37.1B → $43.4B (+$6.31B)
4% less call options, than puts
Call options by funds: $25M | Put options by funds: $26M
1.9% less ownership
Funds ownership: 72.28% → 70.38% (-1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$396M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
+$303M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$218M |
| 4 |
PPFA
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
|
+$198M |
| 5 |
SCB
Saudi Central Bank
Riyadh,
Saudi Arabia
|
+$85.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$741M |
| 2 |
BlackRock
New York
|
-$242M |
| 3 |
EMPI
Elo Mutual Pension Insurance
Espoo,
Finland
|
-$82M |
| 4 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$61.1M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$48.4M |
VTV Hedge Fund Activity: Q4 2020 in Review
1,224 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Value ETF (VTV) for Q4 2020, worth a combined $43.4B — up 17% from $37.1B a quarter earlier.
Buyers outnumbered sellers: 255 funds opened new VTV positions and 44 closed out — a net gain of 211 holders — while 494 added to existing stakes and 312 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $396M. The largest seller was UBS Group, cutting an estimated $741M.
- 1,224 institutional investors held Vanguard Morningstar Value ETF (VTV) as of Q4 2020, up from 1,033 in Q3 2020.
- Funds reported $43.4B of Vanguard Morningstar Value ETF stock for Q4 2020, up 17% quarter-over-quarter.
- 255 funds opened new Vanguard Morningstar Value ETF positions in Q4 2020 and 44 closed out, a net change of +211 holders.
- The largest Vanguard Morningstar Value ETF buyer in Q4 2020 was Morgan Stanley, an estimated $396M added.
- The largest Vanguard Morningstar Value ETF seller in Q4 2020 was UBS Group, an estimated $741M sold.
Based on aggregated 13F filings for Q4 2020.