Vanguard Morningstar Value ETF
VTV
2,366 hedge funds and large institutions have $89.2B invested in Vanguard Morningstar Value ETF in 2024 Q4 according to their latest regulatory filings, with 346 funds opening new positions, 1,006 increasing their positions, 708 reducing their positions, and 79 closing their positions.
478% more call options, than puts
Call options by funds: $90.5M | Put options by funds: $15.7M
338% more first-time investments, than exits
New positions opened: 346 | Existing positions closed: 79
42% more repeat investments, than reductions
Existing positions increased: 1,006 | Existing positions reduced: 708
10% more funds holding
Funds holding: 2,143 → 2,366 (+223)
6% more funds holding in top 10
Funds holding in top 10: 378 → 400 (+22)
0.1% less ownership
Funds ownership: 69.82% → 69.73% (-0.1%)
0% less capital invested
Capital invested by funds: $89.5B → $89.2B (-$294M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$343M |
| 2 |
Morgan Stanley
New York
|
+$319M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
+$293M |
| 4 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$248M |
| 5 |
BlackRock
New York
|
+$189M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCIG
Partners Capital Investment Group
Boston,
Massachusetts
|
-$95.1M |
| 2 |
Jane Street
New York
|
-$80M |
| 3 |
JSTA
Japan Science & Technology Agency
Tokyo,
Japan
|
-$76.4M |
| 4 |
Betterment LLC
New York
|
-$59.8M |
| 5 |
PP
PrairieView Partners
St. Paul,
Minnesota
|
-$58.7M |
VTV Hedge Fund Activity: Q4 2024 in Review
2,366 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Value ETF (VTV) for Q4 2024, worth a combined $89.2B — down 0.33% from $89.5B a quarter earlier.
Buyers outnumbered sellers: 346 funds opened new VTV positions and 79 closed out — a net gain of 267 holders — while 1,006 added to existing stakes and 708 trimmed.
The largest buyer was Bank of America, adding an estimated $343M. The largest seller was Partners Capital Investment Group, cutting an estimated $95.1M.
- 2,366 institutional investors held Vanguard Morningstar Value ETF (VTV) as of Q4 2024, up from 2,143 in Q3 2024.
- Funds reported $89.2B of Vanguard Morningstar Value ETF stock for Q4 2024, down 0.33% quarter-over-quarter.
- 346 funds opened new Vanguard Morningstar Value ETF positions in Q4 2024 and 79 closed out, a net change of +267 holders.
- The largest Vanguard Morningstar Value ETF buyer in Q4 2024 was Bank of America, an estimated $343M added.
- The largest Vanguard Morningstar Value ETF seller in Q4 2024 was Partners Capital Investment Group, an estimated $95.1M sold.
Based on aggregated 13F filings for Q4 2024.