Vanguard Morningstar Small-Cap Value ETF
1,529 hedge funds and large institutions have $16.2B invested in Vanguard Morningstar Small-Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 596 increasing their positions, 578 reducing their positions, and 120 closing their positions.
451% more call options, than puts
Call options by funds: $7.19M | Put options by funds: $1.3M
3% more repeat investments, than reductions
Existing positions increased: 596 | Existing positions reduced: 578
0.35% less ownership
Funds ownership: 57.8% → 57.45% (-0.35%)
4% less funds holding
Funds holding: 1,591 → 1,529 (-62)
9% less capital invested
Capital invested by funds: $17.9B → $16.2B (-$1.67B)
13% less funds holding in top 10
Funds holding in top 10: 120 → 105 (-15)
26% less first-time investments, than exits
New positions opened: 89 | Existing positions closed: 120
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWA
SOA Wealth Advisors
New York
|
+$72.3M |
| 2 |
AL
Aspiriant LLC
Los Angeles,
California
|
+$62.7M |
| 3 |
WANY
Wealthspire Advisors (New York)
New York
|
+$36M |
| 4 |
AssetMark Inc
Concord,
California
|
+$34.9M |
| 5 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$30.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$287M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
-$215M |
| 3 |
PAS
Park Avenue Securities
New York
|
-$65.7M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$47.3M |
| 5 |
Betterment LLC
New York
|
-$38.3M |
VBR Hedge Fund Activity: Q1 2025 in Review
1,529 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Small-Cap Value ETF (VBR) for Q1 2025, worth a combined $16.2B — down 9.3% from $17.9B a quarter earlier.
Sellers outnumbered buyers: 120 funds closed out of VBR and 89 opened new positions — a net loss of 31 holders — while 578 trimmed existing stakes and 596 added.
The largest buyer was SOA Wealth Advisors, adding an estimated $72.3M. The largest seller was Bank of America, cutting an estimated $287M.
- 1,529 institutional investors held Vanguard Morningstar Small-Cap Value ETF (VBR) as of Q1 2025, down from 1,591 in Q4 2024.
- Funds reported $16.2B of Vanguard Morningstar Small-Cap Value ETF stock for Q1 2025, down 9.3% quarter-over-quarter.
- 89 funds opened new Vanguard Morningstar Small-Cap Value ETF positions in Q1 2025 and 120 closed out, a net change of -31 holders.
- The largest Vanguard Morningstar Small-Cap Value ETF buyer in Q1 2025 was SOA Wealth Advisors, an estimated $72.3M added.
- The largest Vanguard Morningstar Small-Cap Value ETF seller in Q1 2025 was Bank of America, an estimated $287M sold.
Based on aggregated 13F filings for Q1 2025.