Vanguard Morningstar Small-Cap ETF
1,973 hedge funds and large institutions have $35.3B invested in Vanguard Morningstar Small-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 152 funds opening new positions, 882 increasing their positions, 646 reducing their positions, and 70 closing their positions.
117% more first-time investments, than exits
New positions opened: 152 | Existing positions closed: 70
37% more repeat investments, than reductions
Existing positions increased: 882 | Existing positions reduced: 646
12% more capital invested
Capital invested by funds: $31.6B → $35.3B (+$3.71B)
3% more funds holding in top 10
Funds holding in top 10: 189 → 195 (+6)
3% more funds holding
Funds holding: 1,916 → 1,973 (+57)
0.6% less ownership
Funds ownership: 58.88% → 58.28% (-0.6%)
5% less call options, than puts
Call options by funds: $24M | Put options by funds: $25.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$317M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$167M |
| 3 |
GC
Grimes & Company
Westborough,
Massachusetts
|
+$120M |
| 4 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$52.7M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
+$47.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
-$367M |
| 2 |
Bank of New York Mellon
New York
|
-$225M |
| 3 |
S
SignatureFD
Atlanta,
Georgia
|
-$137M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$48.6M |
| 5 |
PPFA
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
|
-$28.1M |
VB Hedge Fund Activity: Q3 2024 in Review
1,973 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Small-Cap ETF (VB) for Q3 2024, worth a combined $35.3B — up 12% from $31.6B a quarter earlier.
Buyers outnumbered sellers: 152 funds opened new VB positions and 70 closed out — a net gain of 82 holders — while 882 added to existing stakes and 646 trimmed.
The largest buyer was Bank of America, adding an estimated $317M. The largest seller was Strategic Financial Concepts, cutting an estimated $367M.
- 1,973 institutional investors held Vanguard Morningstar Small-Cap ETF (VB) as of Q3 2024, up from 1,916 in Q2 2024.
- Funds reported $35.3B of Vanguard Morningstar Small-Cap ETF stock for Q3 2024, up 12% quarter-over-quarter.
- 152 funds opened new Vanguard Morningstar Small-Cap ETF positions in Q3 2024 and 70 closed out, a net change of +82 holders.
- The largest Vanguard Morningstar Small-Cap ETF buyer in Q3 2024 was Bank of America, an estimated $317M added.
- The largest Vanguard Morningstar Small-Cap ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $367M sold.
Based on aggregated 13F filings for Q3 2024.