Vanguard Morningstar Small-Cap Value ETF
1,384 hedge funds and large institutions have $15.9B invested in Vanguard Morningstar Small-Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 222 funds opening new positions, 505 increasing their positions, 468 reducing their positions, and 57 closing their positions.
417% more call options, than puts
Call options by funds: $31.7M | Put options by funds: $6.14M
289% more first-time investments, than exits
New positions opened: 222 | Existing positions closed: 57
21% more funds holding in top 10
Funds holding in top 10: 105 → 127 (+22)
12% more funds holding
Funds holding: 1,235 → 1,384 (+149)
12% more capital invested
Capital invested by funds: $14.2B → $15.9B (+$1.7B)
8% more repeat investments, than reductions
Existing positions increased: 505 | Existing positions reduced: 468
0.35% more ownership
Funds ownership: 58.62% → 58.97% (+0.35%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$148M |
| 2 |
Morgan Stanley
New York
|
+$65.5M |
| 3 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$52.2M |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$49.3M |
| 5 |
JP Morgan Chase
New York
|
+$39.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$141M |
| 2 |
HMH
Hackensack Meridian Health
Edison,
New Jersey
|
-$124M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$74.3M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$64.4M |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$54M |
VBR Hedge Fund Activity: Q4 2023 in Review
1,384 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Small-Cap Value ETF (VBR) for Q4 2023, worth a combined $15.9B — up 12% from $14.2B a quarter earlier.
Buyers outnumbered sellers: 222 funds opened new VBR positions and 57 closed out — a net gain of 165 holders — while 505 added to existing stakes and 468 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $148M. The largest seller was Bank of America, cutting an estimated $141M.
- 1,384 institutional investors held Vanguard Morningstar Small-Cap Value ETF (VBR) as of Q4 2023, up from 1,235 in Q3 2023.
- Funds reported $15.9B of Vanguard Morningstar Small-Cap Value ETF stock for Q4 2023, up 12% quarter-over-quarter.
- 222 funds opened new Vanguard Morningstar Small-Cap Value ETF positions in Q4 2023 and 57 closed out, a net change of +165 holders.
- The largest Vanguard Morningstar Small-Cap Value ETF buyer in Q4 2023 was Goldman Sachs, an estimated $148M added.
- The largest Vanguard Morningstar Small-Cap Value ETF seller in Q4 2023 was Bank of America, an estimated $141M sold.
Based on aggregated 13F filings for Q4 2023.