Vanguard Small-Cap Value ETF
1,375 hedge funds and large institutions have $16.8B invested in Vanguard Small-Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 530 increasing their positions, 525 reducing their positions, and 73 closing their positions.
219% more call options, than puts
Call options by funds: $11.3M | Put options by funds: $3.55M
19% more first-time investments, than exits
New positions opened: 87 | Existing positions closed: 73
1% more repeat investments, than reductions
Existing positions increased: 530 | Existing positions reduced: 525
1% more capital invested
Capital invested by funds: $16.7B → $16.8B (+$113M)
0% less funds holding
Funds holding: 1,380 → 1,375 (-5)
3.72% less ownership
Funds ownership: 61.81% → 58.09% (-3.7%)
6% less funds holding in top 10
Funds holding in top 10: 127 → 119 (-8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$908M |
| 2 |
SAG
SageView Advisory Group
Newport Beach,
California
|
+$84.1M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$83.1M |
| 4 |
GAA
Global Assets Advisory
Orlando,
Florida
|
+$40.9M |
| 5 |
AssetMark Inc
Concord,
California
|
+$38.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$795M |
| 2 |
Betterment LLC
New York
|
-$688M |
| 3 |
Goldman Sachs
New York
|
-$96M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$73.2M |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$54.5M |
VBR Hedge Fund Activity: Q1 2024 in Review
1,375 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap Value ETF (VBR) for Q1 2024, worth a combined $16.8B — up 0.68% from $16.7B a quarter earlier.
Buyers outnumbered sellers: 87 funds opened new VBR positions and 73 closed out — a net gain of 14 holders — while 530 added to existing stakes and 525 trimmed.
The largest buyer was Bank of America, adding an estimated $908M. The largest seller was Morgan Stanley, cutting an estimated $795M.
- 1,375 institutional investors held Vanguard Small-Cap Value ETF (VBR) as of Q1 2024, down from 1,380 in Q4 2023.
- Funds reported $16.8B of Vanguard Small-Cap Value ETF stock for Q1 2024, up 0.68% quarter-over-quarter.
- 87 funds opened new Vanguard Small-Cap Value ETF positions in Q1 2024 and 73 closed out, a net change of +14 holders.
- The largest Vanguard Small-Cap Value ETF buyer in Q1 2024 was Bank of America, an estimated $908M added.
- The largest Vanguard Small-Cap Value ETF seller in Q1 2024 was Morgan Stanley, an estimated $795M sold.
Based on aggregated 13F filings for Q1 2024.