Vanguard Morningstar Value ETF
VTV
2,143 hedge funds and large institutions have $89.5B invested in Vanguard Morningstar Value ETF in 2024 Q3 according to their latest regulatory filings, with 161 funds opening new positions, 970 increasing their positions, 713 reducing their positions, and 58 closing their positions.
255% more call options, than puts
Call options by funds: $165M | Put options by funds: $46.3M
178% more first-time investments, than exits
New positions opened: 161 | Existing positions closed: 58
36% more repeat investments, than reductions
Existing positions increased: 970 | Existing positions reduced: 713
11% more capital invested
Capital invested by funds: $80.9B → $89.5B (+$8.57B)
4% more funds holding in top 10
Funds holding in top 10: 364 → 378 (+14)
4% more funds holding
Funds holding: 2,065 → 2,143 (+78)
0.16% less ownership
Funds ownership: 69.99% → 69.82% (-0.16%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$518M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
+$197M |
| 3 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$184M |
| 4 |
JSTA
Japan Science & Technology Agency
Tokyo,
Japan
|
+$133M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$87.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PC
Permanens Capital
New York
|
-$256M |
| 2 |
Goldman Sachs
New York
|
-$108M |
| 3 |
SW
Simplicity Wealth
Summit,
New Jersey
|
-$94.4M |
| 4 |
Charles Schwab
San Francisco,
California
|
-$92.2M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$50.2M |
VTV Hedge Fund Activity: Q3 2024 in Review
2,143 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Value ETF (VTV) for Q3 2024, worth a combined $89.5B — up 11% from $80.9B a quarter earlier.
Buyers outnumbered sellers: 161 funds opened new VTV positions and 58 closed out — a net gain of 103 holders — while 970 added to existing stakes and 713 trimmed.
The largest buyer was Bank of America, adding an estimated $518M. The largest seller was Permanens Capital, cutting an estimated $256M.
- 2,143 institutional investors held Vanguard Morningstar Value ETF (VTV) as of Q3 2024, up from 2,065 in Q2 2024.
- Funds reported $89.5B of Vanguard Morningstar Value ETF stock for Q3 2024, up 11% quarter-over-quarter.
- 161 funds opened new Vanguard Morningstar Value ETF positions in Q3 2024 and 58 closed out, a net change of +103 holders.
- The largest Vanguard Morningstar Value ETF buyer in Q3 2024 was Bank of America, an estimated $518M added.
- The largest Vanguard Morningstar Value ETF seller in Q3 2024 was Permanens Capital, an estimated $256M sold.
Based on aggregated 13F filings for Q3 2024.