Vanguard Morningstar Value ETF
VTV
2,039 hedge funds and large institutions have $74B invested in Vanguard Morningstar Value ETF in 2023 Q4 according to their latest regulatory filings, with 301 funds opening new positions, 796 increasing their positions, 723 reducing their positions, and 63 closing their positions.
380% more call options, than puts
Call options by funds: $42.8M | Put options by funds: $8.91M
378% more first-time investments, than exits
New positions opened: 301 | Existing positions closed: 63
13% more funds holding in top 10
Funds holding in top 10: 348 → 392 (+44)
11% more funds holding
Funds holding: 1,833 → 2,039 (+206)
10% more repeat investments, than reductions
Existing positions increased: 796 | Existing positions reduced: 723
10% more capital invested
Capital invested by funds: $67.5B → $74B (+$6.51B)
1.06% more ownership
Funds ownership: 68.9% → 69.96% (+1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$699M |
| 2 |
Goldman Sachs
New York
|
+$289M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$172M |
| 4 |
JP Morgan Chase
New York
|
+$158M |
| 5 |
RBA
Richard Bernstein Advisors
New York
|
+$142M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
-$715M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$129M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$114M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
-$109M |
| 5 |
Natixis Advisors
Boston,
Massachusetts
|
-$107M |
VTV Hedge Fund Activity: Q4 2023 in Review
2,039 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Value ETF (VTV) for Q4 2023, worth a combined $74B — up 9.6% from $67.5B a quarter earlier.
Buyers outnumbered sellers: 301 funds opened new VTV positions and 63 closed out — a net gain of 238 holders — while 796 added to existing stakes and 723 trimmed.
The largest buyer was Bank of America, adding an estimated $699M. The largest seller was Jones Financial Companies, cutting an estimated $715M.
- 2,039 institutional investors held Vanguard Morningstar Value ETF (VTV) as of Q4 2023, up from 1,833 in Q3 2023.
- Funds reported $74B of Vanguard Morningstar Value ETF stock for Q4 2023, up 9.6% quarter-over-quarter.
- 301 funds opened new Vanguard Morningstar Value ETF positions in Q4 2023 and 63 closed out, a net change of +238 holders.
- The largest Vanguard Morningstar Value ETF buyer in Q4 2023 was Bank of America, an estimated $699M added.
- The largest Vanguard Morningstar Value ETF seller in Q4 2023 was Jones Financial Companies, an estimated $715M sold.
Based on aggregated 13F filings for Q4 2023.