Vanguard Morningstar Small-Cap Value ETF
1,207 hedge funds and large institutions have $13.7B invested in Vanguard Morningstar Small-Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 504 increasing their positions, 428 reducing their positions, and 69 closing their positions.
229% more call options, than puts
Call options by funds: $10.7M | Put options by funds: $3.26M
36% more first-time investments, than exits
New positions opened: 94 | Existing positions closed: 69
18% more repeat investments, than reductions
Existing positions increased: 504 | Existing positions reduced: 428
1% less capital invested
Capital invested by funds: $13.8B → $13.7B (-$72.3M)
0.72% less ownership
Funds ownership: 57.93% → 57.21% (-0.72%)
1% less funds holding
Funds holding: 1,220 → 1,207 (-13)
8% less funds holding in top 10
Funds holding in top 10: 116 → 107 (-9)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$124M |
| 2 |
Betterment LLC
New York
|
+$34.1M |
| 3 |
GFA
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
+$30.3M |
| 4 |
RIA
Retirement Investment Advisors
Oklahoma City,
Oklahoma
|
+$20.8M |
| 5 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$14.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AF
Allworth Financial
Folsom,
California
|
-$63M |
| 2 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$53.3M |
| 3 |
Morgan Stanley
New York
|
-$32.9M |
| 4 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$27.5M |
| 5 |
MPM
MBB Public Markets
Chicago,
Illinois
|
-$23.8M |
VBR Hedge Fund Activity: Q1 2023 in Review
1,207 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Small-Cap Value ETF (VBR) for Q1 2023, worth a combined $13.7B — down 0.53% from $13.8B a quarter earlier.
Buyers outnumbered sellers: 94 funds opened new VBR positions and 69 closed out — a net gain of 25 holders — while 504 added to existing stakes and 428 trimmed.
The largest buyer was Bank of America, adding an estimated $124M. The largest seller was Allworth Financial, cutting an estimated $63M.
- 1,207 institutional investors held Vanguard Morningstar Small-Cap Value ETF (VBR) as of Q1 2023, down from 1,220 in Q4 2022.
- Funds reported $13.7B of Vanguard Morningstar Small-Cap Value ETF stock for Q1 2023, down 0.53% quarter-over-quarter.
- 94 funds opened new Vanguard Morningstar Small-Cap Value ETF positions in Q1 2023 and 69 closed out, a net change of +25 holders.
- The largest Vanguard Morningstar Small-Cap Value ETF buyer in Q1 2023 was Bank of America, an estimated $124M added.
- The largest Vanguard Morningstar Small-Cap Value ETF seller in Q1 2023 was Allworth Financial, an estimated $63M sold.
Based on aggregated 13F filings for Q1 2023.