Vanguard Morningstar Value ETF
VTV
1,825 hedge funds and large institutions have $67.5B invested in Vanguard Morningstar Value ETF in 2023 Q2 according to their latest regulatory filings, with 131 funds opening new positions, 736 increasing their positions, 720 reducing their positions, and 78 closing their positions.
780% more call options, than puts
Call options by funds: $111M | Put options by funds: $12.6M
68% more first-time investments, than exits
New positions opened: 131 | Existing positions closed: 78
2% more funds holding
Funds holding: 1,795 → 1,825 (+30)
2% more repeat investments, than reductions
Existing positions increased: 736 | Existing positions reduced: 720
0.03% less ownership
Funds ownership: 67.73% → 67.71% (-0.03%)
1% less capital invested
Capital invested by funds: $68B → $67.5B (-$442M)
1% less funds holding in top 10
Funds holding in top 10: 361 → 356 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PLFA
Pacific Life Fund Advisors
Newport Beach,
California
|
+$287M |
| 2 |
PCIG
Partners Capital Investment Group
Boston,
Massachusetts
|
+$175M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
+$120M |
| 4 |
JP Morgan Chase
New York
|
+$109M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$108M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$2.64B |
| 2 |
Morgan Stanley
New York
|
-$190M |
| 3 |
CM
Churchill Management
Los Angeles,
California
|
-$182M |
| 4 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$145M |
| 5 |
Natixis Advisors
Boston,
Massachusetts
|
-$111M |
VTV Hedge Fund Activity: Q2 2023 in Review
1,825 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Value ETF (VTV) for Q2 2023, worth a combined $67.5B — down 0.65% from $68B a quarter earlier.
Buyers outnumbered sellers: 131 funds opened new VTV positions and 78 closed out — a net gain of 53 holders — while 736 added to existing stakes and 720 trimmed.
The largest buyer was Pacific Life Fund Advisors, opening a new position worth an estimated $287M. The largest seller was Bank of America, cutting an estimated $2.64B.
- 1,825 institutional investors held Vanguard Morningstar Value ETF (VTV) as of Q2 2023, up from 1,795 in Q1 2023.
- Funds reported $67.5B of Vanguard Morningstar Value ETF stock for Q2 2023, down 0.65% quarter-over-quarter.
- 131 funds opened new Vanguard Morningstar Value ETF positions in Q2 2023 and 78 closed out, a net change of +53 holders.
- The largest Vanguard Morningstar Value ETF buyer in Q2 2023 was Pacific Life Fund Advisors, an estimated $287M added.
- The largest Vanguard Morningstar Value ETF seller in Q2 2023 was Bank of America, an estimated $2.64B sold.
Based on aggregated 13F filings for Q2 2023.