Vanguard Morningstar Small-Cap Value ETF
1,591 hedge funds and large institutions have $17.9B invested in Vanguard Morningstar Small-Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 246 funds opening new positions, 624 increasing their positions, 459 reducing their positions, and 51 closing their positions.
445% more call options, than puts
Call options by funds: $10.3M | Put options by funds: $1.88M
382% more first-time investments, than exits
New positions opened: 246 | Existing positions closed: 51
36% more repeat investments, than reductions
Existing positions increased: 624 | Existing positions reduced: 459
11% more funds holding
Funds holding: 1,430 → 1,591 (+161)
5% more funds holding in top 10
Funds holding in top 10: 114 → 120 (+6)
0% less capital invested
Capital invested by funds: $17.9B → $17.9B (-$31.5M)
1.66% less ownership
Funds ownership: 59.46% → 57.8% (-1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AL
Aspiriant LLC
Los Angeles,
California
|
+$74.5M |
| 2 |
AssetMark Inc
Concord,
California
|
+$37.1M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$35.6M |
| 4 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
+$34.9M |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$29.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EFS
Essex Financial Services
Essex,
Connecticut
|
-$247M |
| 2 |
MG
Mather Group
Chicago,
Illinois
|
-$41.7M |
| 3 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$41.6M |
| 4 |
Betterment LLC
New York
|
-$31M |
| 5 |
WIA
World Investment Advisors
Santa Barbara,
California
|
-$29M |
VBR Hedge Fund Activity: Q4 2024 in Review
1,591 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Small-Cap Value ETF (VBR) for Q4 2024, worth a combined $17.9B — down 0.18% from $17.9B a quarter earlier.
Buyers outnumbered sellers: 246 funds opened new VBR positions and 51 closed out — a net gain of 195 holders — while 624 added to existing stakes and 459 trimmed.
The largest buyer was Aspiriant LLC, adding an estimated $74.5M. The largest seller was Essex Financial Services, cutting an estimated $247M.
- 1,591 institutional investors held Vanguard Morningstar Small-Cap Value ETF (VBR) as of Q4 2024, up from 1,430 in Q3 2024.
- Funds reported $17.9B of Vanguard Morningstar Small-Cap Value ETF stock for Q4 2024, down 0.18% quarter-over-quarter.
- 246 funds opened new Vanguard Morningstar Small-Cap Value ETF positions in Q4 2024 and 51 closed out, a net change of +195 holders.
- The largest Vanguard Morningstar Small-Cap Value ETF buyer in Q4 2024 was Aspiriant LLC, an estimated $74.5M added.
- The largest Vanguard Morningstar Small-Cap Value ETF seller in Q4 2024 was Essex Financial Services, an estimated $247M sold.
Based on aggregated 13F filings for Q4 2024.