Vanguard Morningstar Small-Cap Value ETF
1,369 hedge funds and large institutions have $16.1B invested in Vanguard Morningstar Small-Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 487 increasing their positions, 530 reducing their positions, and 73 closing their positions.
97% more call options, than puts
Call options by funds: $7.39M | Put options by funds: $3.76M
1.06% more ownership
Funds ownership: 57.95% → 59.01% (+1.1%)
10% more first-time investments, than exits
New positions opened: 80 | Existing positions closed: 73
1% less funds holding
Funds holding: 1,378 → 1,369 (-9)
4% less capital invested
Capital invested by funds: $16.8B → $16.1B (-$683M)
8% less repeat investments, than reductions
Existing positions increased: 487 | Existing positions reduced: 530
8% less funds holding in top 10
Funds holding in top 10: 119 → 109 (-10)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Axiom Advisory
San Diego,
California
|
+$245M |
| 2 |
EFS
Essex Financial Services
Essex,
Connecticut
|
+$222M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$189M |
| 4 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$50.5M |
| 5 |
SP
Symmetry Partners
Glastonbury,
Connecticut
|
+$40.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
-$126M |
| 2 |
SAG
SageView Advisory Group
Newport Beach,
California
|
-$85.9M |
| 3 |
Betterment LLC
New York
|
-$79.1M |
| 4 |
Morgan Stanley
New York
|
-$52.8M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$43.6M |
VBR Hedge Fund Activity: Q2 2024 in Review
1,369 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Small-Cap Value ETF (VBR) for Q2 2024, worth a combined $16.1B — down 4.1% from $16.8B a quarter earlier.
Buyers outnumbered sellers: 80 funds opened new VBR positions and 73 closed out — a net gain of 7 holders — while 487 added to existing stakes and 530 trimmed.
The largest buyer was Axiom Advisory, adding an estimated $245M. The largest seller was Jones Financial Companies, cutting an estimated $126M.
- 1,369 institutional investors held Vanguard Morningstar Small-Cap Value ETF (VBR) as of Q2 2024, down from 1,378 in Q1 2024.
- Funds reported $16.1B of Vanguard Morningstar Small-Cap Value ETF stock for Q2 2024, down 4.1% quarter-over-quarter.
- 80 funds opened new Vanguard Morningstar Small-Cap Value ETF positions in Q2 2024 and 73 closed out, a net change of +7 holders.
- The largest Vanguard Morningstar Small-Cap Value ETF buyer in Q2 2024 was Axiom Advisory, an estimated $245M added.
- The largest Vanguard Morningstar Small-Cap Value ETF seller in Q2 2024 was Jones Financial Companies, an estimated $126M sold.
Based on aggregated 13F filings for Q2 2024.