Vanguard Morningstar Value ETF
VTV
1,661 hedge funds and large institutions have $65.1B invested in Vanguard Morningstar Value ETF in 2022 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 836 increasing their positions, 468 reducing their positions, and 84 closing their positions.
79% more repeat investments, than reductions
Existing positions increased: 836 | Existing positions reduced: 468
78% more capital inflows, than outflows
Capital inflows: $3.87B | Capital outflows: $2.18B
44% more first-time investments, than exits
New positions opened: 121 | Existing positions closed: 84
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: 308 → 327 (+19)
1% more funds holding
Funds holding: 1,648 → 1,661 (+13)
0.6% less ownership
Funds ownership: 69.49% → 68.89% (-0.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Silicon Valley Community Foundation
Mountain View,
California
|
+$402M |
| 2 |
CBIZ Investment Advisory Services
Independence,
Ohio
|
+$185M |
| 3 |
Morgan Stanley
New York
|
+$166M |
| 4 |
Partners Capital Investment Group
Boston,
Massachusetts
|
+$139M |
| 5 |
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
|
+$131M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
-$443M |
| 2 |
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
1,661 of the 5,963 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Value ETF (VTV) for Q2 2022, worth a combined $65.1B — down 8.6% from $71.2B a quarter earlier.
Buyers outnumbered sellers: 121 funds opened new VTV positions and 84 closed out — a net gain of 37 holders — while 836 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.
- 1,661 institutional investors held Vanguard Morningstar Value ETF (VTV) as of Q2 2022, up from 1,648 in Q1 2022.
- Funds reported $65.1B of Vanguard Morningstar Value ETF stock for Q2 2022, down 8.6% quarter-over-quarter.
- 121 funds opened new Vanguard Morningstar Value ETF positions in Q2 2022 and 84 closed out, a net change of +37 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.