Vanguard Morningstar Value ETF
VTV
1,833 hedge funds and large institutions have $67.5B invested in Vanguard Morningstar Value ETF in 2023 Q3 according to their latest regulatory filings, with 119 funds opening new positions, 805 increasing their positions, 656 reducing their positions, and 87 closing their positions.
172% more call options, than puts
Call options by funds: $29.4M | Put options by funds: $10.8M
37% more first-time investments, than exits
New positions opened: 119 | Existing positions closed: 87
23% more repeat investments, than reductions
Existing positions increased: 805 | Existing positions reduced: 656
1.2% more ownership
Funds ownership: 67.71% → 68.9% (+1.2%)
0% more funds holding
Funds holding: 1,825 → 1,833 (+8)
0% less capital invested
Capital invested by funds: $67.5B → $67.5B (-$57.8M)
2% less funds holding in top 10
Funds holding in top 10: 356 → 348 (-8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$763M |
| 2 |
Charles Schwab
San Francisco,
California
|
+$410M |
| 3 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$333M |
| 4 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$242M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$122M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$220M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$123M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$80M |
| 4 |
PCIG
Partners Capital Investment Group
Boston,
Massachusetts
|
-$78M |
| 5 |
Cerity Partners
New York
|
-$73.8M |
VTV Hedge Fund Activity: Q3 2023 in Review
1,833 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Value ETF (VTV) for Q3 2023, worth a combined $67.5B — down 0.09% from $67.5B a quarter earlier.
Buyers outnumbered sellers: 119 funds opened new VTV positions and 87 closed out — a net gain of 32 holders — while 805 added to existing stakes and 656 trimmed.
The largest buyer was Bank of America, adding an estimated $763M. The largest seller was Envestnet Asset Management, cutting an estimated $220M.
- 1,833 institutional investors held Vanguard Morningstar Value ETF (VTV) as of Q3 2023, up from 1,825 in Q2 2023.
- Funds reported $67.5B of Vanguard Morningstar Value ETF stock for Q3 2023, down 0.09% quarter-over-quarter.
- 119 funds opened new Vanguard Morningstar Value ETF positions in Q3 2023 and 87 closed out, a net change of +32 holders.
- The largest Vanguard Morningstar Value ETF buyer in Q3 2023 was Bank of America, an estimated $763M added.
- The largest Vanguard Morningstar Value ETF seller in Q3 2023 was Envestnet Asset Management, an estimated $220M sold.
Based on aggregated 13F filings for Q3 2023.