Vanguard Small-Cap Value ETF
1,380 hedge funds and large institutions have $16.7B invested in Vanguard Small-Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 220 funds opening new positions, 504 increasing their positions, 467 reducing their positions, and 57 closing their positions.
417% more call options, than puts
Call options by funds: $31.7M | Put options by funds: $6.14M
286% more first-time investments, than exits
New positions opened: 220 | Existing positions closed: 57
21% more funds holding in top 10
Funds holding in top 10: 105 → 127 (+22)
18% more capital invested
Capital invested by funds: $14.1B → $16.7B (+$2.58B)
12% more funds holding
Funds holding: 1,234 → 1,380 (+146)
3.19% more ownership
Funds ownership: 58.62% → 61.81% (+3.2%)
8% more repeat investments, than reductions
Existing positions increased: 504 | Existing positions reduced: 467
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$765M |
| 2 |
Goldman Sachs
New York
|
+$148M |
| 3 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$52.2M |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$49.3M |
| 5 |
JP Morgan Chase
New York
|
+$39.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$141M |
| 2 |
HMH
Hackensack Meridian Health
Edison,
New Jersey
|
-$124M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$74.3M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$64.4M |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$54M |
VBR Hedge Fund Activity: Q4 2023 in Review
1,380 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap Value ETF (VBR) for Q4 2023, worth a combined $16.7B — up 18% from $14.1B a quarter earlier.
Buyers outnumbered sellers: 220 funds opened new VBR positions and 57 closed out — a net gain of 163 holders — while 504 added to existing stakes and 467 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $765M. The largest seller was Bank of America, cutting an estimated $141M.
- 1,380 institutional investors held Vanguard Small-Cap Value ETF (VBR) as of Q4 2023, up from 1,234 in Q3 2023.
- Funds reported $16.7B of Vanguard Small-Cap Value ETF stock for Q4 2023, up 18% quarter-over-quarter.
- 220 funds opened new Vanguard Small-Cap Value ETF positions in Q4 2023 and 57 closed out, a net change of +163 holders.
- The largest Vanguard Small-Cap Value ETF buyer in Q4 2023 was Morgan Stanley, an estimated $765M added.
- The largest Vanguard Small-Cap Value ETF seller in Q4 2023 was Bank of America, an estimated $141M sold.
Based on aggregated 13F filings for Q4 2023.