Vanguard Morningstar Small-Cap Value ETF
1,378 hedge funds and large institutions have $16.8B invested in Vanguard Morningstar Small-Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 529 increasing their positions, 529 reducing their positions, and 73 closing their positions.
219% more call options, than puts
Call options by funds: $11.3M | Put options by funds: $3.55M
18% more first-time investments, than exits
New positions opened: 86 | Existing positions closed: 73
6% more capital invested
Capital invested by funds: $15.9B → $16.8B (+$882M)
0% more repeat investments, than reductions
Existing positions increased: 529 | Existing positions reduced: 529
0% less funds holding
Funds holding: 1,384 → 1,378 (-6)
1.02% less ownership
Funds ownership: 58.97% → 57.95% (-1%)
6% less funds holding in top 10
Funds holding in top 10: 127 → 119 (-8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$908M |
| 2 |
SAG
SageView Advisory Group
Newport Beach,
California
|
+$84.1M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$83.1M |
| 4 |
AssetMark Inc
Concord,
California
|
+$38.9M |
| 5 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$16.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Betterment LLC
New York
|
-$688M |
| 2 |
Goldman Sachs
New York
|
-$96M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$73.2M |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$54.5M |
| 5 |
SP
Symmetry Partners
Glastonbury,
Connecticut
|
-$39.6M |
VBR Hedge Fund Activity: Q1 2024 in Review
1,378 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Small-Cap Value ETF (VBR) for Q1 2024, worth a combined $16.8B — up 5.5% from $15.9B a quarter earlier.
Buyers outnumbered sellers: 86 funds opened new VBR positions and 73 closed out — a net gain of 13 holders — while 529 added to existing stakes and 529 trimmed.
The largest buyer was Bank of America, adding an estimated $908M. The largest seller was Betterment LLC, cutting an estimated $688M.
- 1,378 institutional investors held Vanguard Morningstar Small-Cap Value ETF (VBR) as of Q1 2024, down from 1,384 in Q4 2023.
- Funds reported $16.8B of Vanguard Morningstar Small-Cap Value ETF stock for Q1 2024, up 5.5% quarter-over-quarter.
- 86 funds opened new Vanguard Morningstar Small-Cap Value ETF positions in Q1 2024 and 73 closed out, a net change of +13 holders.
- The largest Vanguard Morningstar Small-Cap Value ETF buyer in Q1 2024 was Bank of America, an estimated $908M added.
- The largest Vanguard Morningstar Small-Cap Value ETF seller in Q1 2024 was Betterment LLC, an estimated $688M sold.
Based on aggregated 13F filings for Q1 2024.