Vanguard Morningstar Small-Cap Value ETF
1,430 hedge funds and large institutions have $17.9B invested in Vanguard Morningstar Small-Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 555 increasing their positions, 518 reducing their positions, and 37 closing their positions.
208% more first-time investments, than exits
New positions opened: 114 | Existing positions closed: 37
120% more call options, than puts
Call options by funds: $9.82M | Put options by funds: $4.46M
12% more capital invested
Capital invested by funds: $16.1B → $17.9B (+$1.85B)
5% more funds holding in top 10
Funds holding in top 10: 109 → 114 (+5)
4% more funds holding
Funds holding: 1,369 → 1,430 (+61)
7% more repeat investments, than reductions
Existing positions increased: 555 | Existing positions reduced: 518
0.45% more ownership
Funds ownership: 59.01% → 59.46% (+0.45%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$318M |
| 2 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$258M |
| 3 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$29.4M |
| 4 |
AssetMark Inc
Concord,
California
|
+$26.8M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$26.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$207M |
| 2 |
SP
Symmetry Partners
Glastonbury,
Connecticut
|
-$76.9M |
| 3 |
MG
Mather Group
Chicago,
Illinois
|
-$75.1M |
| 4 |
PP
PDS Planning
Dublin,
Ohio
|
-$52.8M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$51.6M |
VBR Hedge Fund Activity: Q3 2024 in Review
1,430 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Small-Cap Value ETF (VBR) for Q3 2024, worth a combined $17.9B — up 12% from $16.1B a quarter earlier.
Buyers outnumbered sellers: 114 funds opened new VBR positions and 37 closed out — a net gain of 77 holders — while 555 added to existing stakes and 518 trimmed.
The largest buyer was Bank of America, adding an estimated $318M. The largest seller was Goldman Sachs, cutting an estimated $207M.
- 1,430 institutional investors held Vanguard Morningstar Small-Cap Value ETF (VBR) as of Q3 2024, up from 1,369 in Q2 2024.
- Funds reported $17.9B of Vanguard Morningstar Small-Cap Value ETF stock for Q3 2024, up 12% quarter-over-quarter.
- 114 funds opened new Vanguard Morningstar Small-Cap Value ETF positions in Q3 2024 and 37 closed out, a net change of +77 holders.
- The largest Vanguard Morningstar Small-Cap Value ETF buyer in Q3 2024 was Bank of America, an estimated $318M added.
- The largest Vanguard Morningstar Small-Cap Value ETF seller in Q3 2024 was Goldman Sachs, an estimated $207M sold.
Based on aggregated 13F filings for Q3 2024.