Vanguard Morningstar Small-Cap Value ETF
1,153 hedge funds and large institutions have $15.8B invested in Vanguard Morningstar Small-Cap Value ETF in 2022 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 525 increasing their positions, 342 reducing their positions, and 73 closing their positions.
131% more call options, than puts
Call options by funds: $12.4M | Put options by funds: $5.38M
54% more repeat investments, than reductions
Existing positions increased: 525 | Existing positions reduced: 342
42% more first-time investments, than exits
New positions opened: 104 | Existing positions closed: 73
7% more funds holding in top 10
Funds holding in top 10: 99 → 106 (+7)
1% more funds holding
Funds holding: 1,141 → 1,153 (+12)
0.24% more ownership
Funds ownership: 59.58% → 59.82% (+0.24%)
1% less capital invested
Capital invested by funds: $16B → $15.8B (-$152M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$179M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$138M |
| 3 |
WL
WIT LLC
District Of Columbia,
District of Columbia
|
+$75.3M |
| 4 |
Bessemer Group
Woodbridge,
New Jersey
|
+$51.7M |
| 5 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
-$731M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$65.8M |
| 3 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$23.3M |
| 4 |
TM
Titan Managers
Scottsdale,
Arizona
|
-$10.6M |
| 5 |
EA
Efficient Advisors
Mason,
Ohio
|
-$10.2M |
VBR Hedge Fund Activity: Q1 2022 in Review
1,153 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Small-Cap Value ETF (VBR) for Q1 2022, worth a combined $15.8B — down 0.95% from $16B a quarter earlier.
Buyers outnumbered sellers: 104 funds opened new VBR positions and 73 closed out — a net gain of 31 holders — while 525 added to existing stakes and 342 trimmed.
The largest buyer was Bank of America, adding an estimated $179M. The largest seller was Jones Financial Companies, cutting an estimated $731M.
- 1,153 institutional investors held Vanguard Morningstar Small-Cap Value ETF (VBR) as of Q1 2022, up from 1,141 in Q4 2021.
- Funds reported $15.8B of Vanguard Morningstar Small-Cap Value ETF stock for Q1 2022, down 0.95% quarter-over-quarter.
- 104 funds opened new Vanguard Morningstar Small-Cap Value ETF positions in Q1 2022 and 73 closed out, a net change of +31 holders.
- The largest Vanguard Morningstar Small-Cap Value ETF buyer in Q1 2022 was Bank of America, an estimated $179M added.
- The largest Vanguard Morningstar Small-Cap Value ETF seller in Q1 2022 was Jones Financial Companies, an estimated $731M sold.
Based on aggregated 13F filings for Q1 2022.