Vanguard Morningstar Value ETF
VTV
1,795 hedge funds and large institutions have $68B invested in Vanguard Morningstar Value ETF in 2023 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 784 increasing their positions, 643 reducing their positions, and 108 closing their positions.
215% more call options, than puts
Call options by funds: $83.3M | Put options by funds: $26.5M
22% more repeat investments, than reductions
Existing positions increased: 784 | Existing positions reduced: 643
15% more first-time investments, than exits
New positions opened: 124 | Existing positions closed: 108
2% more capital invested
Capital invested by funds: $66.8B → $68B (+$1.15B)
0.3% more ownership
Funds ownership: 67.44% → 67.73% (+0.3%)
2% less funds holding
Funds holding: 1,827 → 1,795 (-32)
9% less funds holding in top 10
Funds holding in top 10: 398 → 361 (-37)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$3.48B |
| 2 |
CIAS
CBIZ Investment Advisory Services
Independence,
Ohio
|
+$190M |
| 3 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
+$130M |
| 4 |
Natixis Advisors
Boston,
Massachusetts
|
+$125M |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
+$84.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIA
Angeles Investment Advisors
Santa Monica,
California
|
-$383M |
| 2 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$357M |
| 3 |
CZI
Chan Zuckerberg Initiative
Redwood City,
California
|
-$171M |
| 4 |
PPFA
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
|
-$134M |
| 5 |
BlackRock
New York
|
-$127M |
VTV Hedge Fund Activity: Q1 2023 in Review
1,795 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Value ETF (VTV) for Q1 2023, worth a combined $68B — up 1.7% from $66.8B a quarter earlier.
Buyers outnumbered sellers: 124 funds opened new VTV positions and 108 closed out — a net gain of 16 holders — while 784 added to existing stakes and 643 trimmed.
The largest buyer was Bank of America, adding an estimated $3.48B. The largest seller was Angeles Investment Advisors, cutting an estimated $383M.
- 1,795 institutional investors held Vanguard Morningstar Value ETF (VTV) as of Q1 2023, down from 1,827 in Q4 2022.
- Funds reported $68B of Vanguard Morningstar Value ETF stock for Q1 2023, up 1.7% quarter-over-quarter.
- 124 funds opened new Vanguard Morningstar Value ETF positions in Q1 2023 and 108 closed out, a net change of +16 holders.
- The largest Vanguard Morningstar Value ETF buyer in Q1 2023 was Bank of America, an estimated $3.48B added.
- The largest Vanguard Morningstar Value ETF seller in Q1 2023 was Angeles Investment Advisors, an estimated $383M sold.
Based on aggregated 13F filings for Q1 2023.