Vanguard Morningstar Small-Cap Value ETF
1,236 hedge funds and large institutions have $14.4B invested in Vanguard Morningstar Small-Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 480 increasing their positions, 466 reducing their positions, and 56 closing their positions.
77% more first-time investments, than exits
New positions opened: 99 | Existing positions closed: 56
22% more call options, than puts
Call options by funds: $9.56M | Put options by funds: $7.85M
2% more funds holding
Funds holding: 1,207 → 1,236 (+29)
1.24% more ownership
Funds ownership: 57.21% → 58.45% (+1.2%)
5% more capital invested
Capital invested by funds: $13.7B → $14.4B (+$679M)
3% more repeat investments, than reductions
Existing positions increased: 480 | Existing positions reduced: 466
1% less funds holding in top 10
Funds holding in top 10: 107 → 106 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$41.8M |
| 2 |
Betterment LLC
New York
|
+$40M |
| 3 |
PLFA
Pacific Life Fund Advisors
Newport Beach,
California
|
+$37.5M |
| 4 |
AF
Allworth Financial
Folsom,
California
|
+$32.7M |
| 5 |
Rockefeller Capital Management
New York
|
+$26.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$29.9M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$29.1M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$24.8M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$19.7M |
| 5 |
BTCPP
Border to Coast Pensions Partnership
Leeds,
United Kingdom
|
-$18.7M |
VBR Hedge Fund Activity: Q2 2023 in Review
1,236 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Small-Cap Value ETF (VBR) for Q2 2023, worth a combined $14.4B — up 5% from $13.7B a quarter earlier.
Buyers outnumbered sellers: 99 funds opened new VBR positions and 56 closed out — a net gain of 43 holders — while 480 added to existing stakes and 466 trimmed.
The largest buyer was EP Wealth Advisors, adding an estimated $41.8M. The largest seller was JP Morgan Private Wealth Advisors, cutting an estimated $29.9M.
- 1,236 institutional investors held Vanguard Morningstar Small-Cap Value ETF (VBR) as of Q2 2023, up from 1,207 in Q1 2023.
- Funds reported $14.4B of Vanguard Morningstar Small-Cap Value ETF stock for Q2 2023, up 5% quarter-over-quarter.
- 99 funds opened new Vanguard Morningstar Small-Cap Value ETF positions in Q2 2023 and 56 closed out, a net change of +43 holders.
- The largest Vanguard Morningstar Small-Cap Value ETF buyer in Q2 2023 was EP Wealth Advisors, an estimated $41.8M added.
- The largest Vanguard Morningstar Small-Cap Value ETF seller in Q2 2023 was JP Morgan Private Wealth Advisors, an estimated $29.9M sold.
Based on aggregated 13F filings for Q2 2023.