Vanguard Morningstar Small-Cap Value ETF
1,220 hedge funds and large institutions have $13.8B invested in Vanguard Morningstar Small-Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 213 funds opening new positions, 486 increasing their positions, 377 reducing their positions, and 48 closing their positions.
344% more first-time investments, than exits
New positions opened: 213 | Existing positions closed: 48
70% more call options, than puts
Call options by funds: $10.1M | Put options by funds: $5.96M
29% more repeat investments, than reductions
Existing positions increased: 486 | Existing positions reduced: 377
21% more funds holding in top 10
Funds holding in top 10: 96 → 116 (+20)
17% more capital invested
Capital invested by funds: $11.7B → $13.8B (+$2.02B)
12% more funds holding
Funds holding: 1,087 → 1,220 (+133)
1.8% more ownership
Funds ownership: 56.14% → 57.93% (+1.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$73.4M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$60.5M |
| 3 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
+$46.7M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$32.3M |
| 5 |
Betterment LLC
New York
|
+$30.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
-$31.8M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$26.1M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$25.4M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
-$18.7M |
| 5 |
FWP
Falcon Wealth Planning
Ontario,
California
|
-$15M |
VBR Hedge Fund Activity: Q4 2022 in Review
1,220 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Small-Cap Value ETF (VBR) for Q4 2022, worth a combined $13.8B — up 17% from $11.7B a quarter earlier.
Buyers outnumbered sellers: 213 funds opened new VBR positions and 48 closed out — a net gain of 165 holders — while 486 added to existing stakes and 377 trimmed.
The largest buyer was Bank of Montreal, adding an estimated $73.4M. The largest seller was Jones Financial Companies, cutting an estimated $31.8M.
- 1,220 institutional investors held Vanguard Morningstar Small-Cap Value ETF (VBR) as of Q4 2022, up from 1,087 in Q3 2022.
- Funds reported $13.8B of Vanguard Morningstar Small-Cap Value ETF stock for Q4 2022, up 17% quarter-over-quarter.
- 213 funds opened new Vanguard Morningstar Small-Cap Value ETF positions in Q4 2022 and 48 closed out, a net change of +165 holders.
- The largest Vanguard Morningstar Small-Cap Value ETF buyer in Q4 2022 was Bank of Montreal, an estimated $73.4M added.
- The largest Vanguard Morningstar Small-Cap Value ETF seller in Q4 2022 was Jones Financial Companies, an estimated $31.8M sold.
Based on aggregated 13F filings for Q4 2022.