Vanguard Small-Cap Value ETF
1,587 hedge funds and large institutions have $26.3B invested in Vanguard Small-Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 246 funds opening new positions, 623 increasing their positions, 456 reducing their positions, and 51 closing their positions.
445% more call options, than puts
Call options by funds: $10.3M | Put options by funds: $1.88M
382% more first-time investments, than exits
New positions opened: 246 | Existing positions closed: 51
47% more capital invested
Capital invested by funds: $17.9B → $26.3B (+$8.34B)
37% more repeat investments, than reductions
Existing positions increased: 623 | Existing positions reduced: 456
11% more funds holding
Funds holding: 1,426 → 1,587 (+161)
5% more funds holding in top 10
Funds holding in top 10: 114 → 120 (+6)
1.66% less ownership
Funds ownership: 59.45% → 57.79% (-1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AL
Aspiriant LLC
Los Angeles,
California
|
+$74.5M |
| 2 |
AssetMark Inc
Concord,
California
|
+$37.1M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$35.6M |
| 4 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
+$34.9M |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$29.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EFS
Essex Financial Services
Essex,
Connecticut
|
-$247M |
| 2 |
MG
Mather Group
Chicago,
Illinois
|
-$41.7M |
| 3 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$41.6M |
| 4 |
Betterment LLC
New York
|
-$31M |
| 5 |
WIA
World Investment Advisors
Santa Barbara,
California
|
-$29M |
VBR Hedge Fund Activity: Q4 2024 in Review
1,587 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap Value ETF (VBR) for Q4 2024, worth a combined $26.3B — up 47% from $17.9B a quarter earlier.
Buyers outnumbered sellers: 246 funds opened new VBR positions and 51 closed out — a net gain of 195 holders — while 623 added to existing stakes and 456 trimmed.
The largest buyer was Aspiriant LLC, adding an estimated $74.5M. The largest seller was Essex Financial Services, cutting an estimated $247M.
- 1,587 institutional investors held Vanguard Small-Cap Value ETF (VBR) as of Q4 2024, up from 1,426 in Q3 2024.
- Funds reported $26.3B of Vanguard Small-Cap Value ETF stock for Q4 2024, up 47% quarter-over-quarter.
- 246 funds opened new Vanguard Small-Cap Value ETF positions in Q4 2024 and 51 closed out, a net change of +195 holders.
- The largest Vanguard Small-Cap Value ETF buyer in Q4 2024 was Aspiriant LLC, an estimated $74.5M added.
- The largest Vanguard Small-Cap Value ETF seller in Q4 2024 was Essex Financial Services, an estimated $247M sold.
Based on aggregated 13F filings for Q4 2024.