Vanguard Morningstar Value ETF
VTV
2,062 hedge funds and large institutions have $80.5B invested in Vanguard Morningstar Value ETF in 2024 Q1 according to their latest regulatory filings, with 158 funds opening new positions, 829 increasing their positions, 813 reducing their positions, and 103 closing their positions.
509% more call options, than puts
Call options by funds: $44.9M | Put options by funds: $7.37M
53% more first-time investments, than exits
New positions opened: 158 | Existing positions closed: 103
9% more capital invested
Capital invested by funds: $74B → $80.5B (+$6.5B)
1% more funds holding
Funds holding: 2,039 → 2,062 (+23)
2% more repeat investments, than reductions
Existing positions increased: 829 | Existing positions reduced: 813
0.42% less ownership
Funds ownership: 69.96% → 69.55% (-0.42%)
2% less funds holding in top 10
Funds holding in top 10: 392 → 386 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$1.34B |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$216M |
| 3 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
+$141M |
| 4 |
Bank of New York Mellon
New York
|
+$111M |
| 5 |
Morgan Stanley
New York
|
+$98.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Betterment LLC
New York
|
-$958M |
| 2 |
Goldman Sachs
New York
|
-$294M |
| 3 |
PCIG
Partners Capital Investment Group
Boston,
Massachusetts
|
-$187M |
| 4 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
-$124M |
| 5 |
BlackRock
New York
|
-$100M |
VTV Hedge Fund Activity: Q1 2024 in Review
2,062 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Value ETF (VTV) for Q1 2024, worth a combined $80.5B — up 8.8% from $74B a quarter earlier.
Buyers outnumbered sellers: 158 funds opened new VTV positions and 103 closed out — a net gain of 55 holders — while 829 added to existing stakes and 813 trimmed.
The largest buyer was Bank of America, adding an estimated $1.34B. The largest seller was Betterment LLC, cutting an estimated $958M.
- 2,062 institutional investors held Vanguard Morningstar Value ETF (VTV) as of Q1 2024, up from 2,039 in Q4 2023.
- Funds reported $80.5B of Vanguard Morningstar Value ETF stock for Q1 2024, up 8.8% quarter-over-quarter.
- 158 funds opened new Vanguard Morningstar Value ETF positions in Q1 2024 and 103 closed out, a net change of +55 holders.
- The largest Vanguard Morningstar Value ETF buyer in Q1 2024 was Bank of America, an estimated $1.34B added.
- The largest Vanguard Morningstar Value ETF seller in Q1 2024 was Betterment LLC, an estimated $958M sold.
Based on aggregated 13F filings for Q1 2024.