Vanguard Morningstar Value ETF
VTV
1,828 hedge funds and large institutions have $67.6B invested in Vanguard Morningstar Value ETF in 2023 Q2 according to their latest regulatory filings, with 131 funds opening new positions, 738 increasing their positions, 721 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: 1,798 → 1,828 (+30)
2% more repeat investments, than reductions
Existing positions increased: 738 | Existing positions reduced: 721
0.02% less ownership
Funds ownership: 67.77% → 67.75% (-0.02%)
1% less funds holding in top 10
Funds holding in top 10: 363 → 358 (-5)
55% less capital inflows, than outflows
Capital inflows: $2.33B | Capital outflows: $5.12B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pacific Life Fund Advisors
Newport Beach,
California
|
+$287M |
| 2 |
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 |
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
1,828 of the 6,390 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Value ETF (VTV) for Q2 2023, worth a combined $67.6B — 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 738 added to existing stakes and 721 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.
- 1,828 institutional investors held Vanguard Morningstar Value ETF (VTV) as of Q2 2023, up from 1,798 in Q1 2023.
- Funds reported $67.6B 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.