Vanguard Morningstar Small-Cap ETF
1,893 hedge funds and large institutions have $33B invested in Vanguard Morningstar Small-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 137 funds opening new positions, 825 increasing their positions, 666 reducing their positions, and 86 closing their positions.
93% more call options, than puts
Call options by funds: $40M | Put options by funds: $20.8M
59% more first-time investments, than exits
New positions opened: 137 | Existing positions closed: 86
24% more repeat investments, than reductions
Existing positions increased: 825 | Existing positions reduced: 666
7% more capital invested
Capital invested by funds: $30.8B → $33B (+$2.21B)
1% more funds holding
Funds holding: 1,872 → 1,893 (+21)
1% more funds holding in top 10
Funds holding in top 10: 201 → 203 (+2)
4.81% less ownership
Funds ownership: 63.32% → 58.51% (-4.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$967M |
| 2 |
PPFA
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
|
+$215M |
| 3 |
S
SignatureFD
Atlanta,
Georgia
|
+$139M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$74.5M |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$69.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.47B |
| 2 |
Cerity Partners
New York
|
-$1.18B |
| 3 |
Bank of New York Mellon
New York
|
-$99.9M |
| 4 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$80.8M |
| 5 |
ERSOT
Employees Retirement System of Texas
Austin,
Texas
|
-$32.3M |
VB Hedge Fund Activity: Q1 2024 in Review
1,893 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Small-Cap ETF (VB) for Q1 2024, worth a combined $33B — up 7.2% from $30.8B a quarter earlier.
Buyers outnumbered sellers: 137 funds opened new VB positions and 86 closed out — a net gain of 51 holders — while 825 added to existing stakes and 666 trimmed.
The largest buyer was Bank of America, adding an estimated $967M. The largest seller was Morgan Stanley, cutting an estimated $1.47B.
- 1,893 institutional investors held Vanguard Morningstar Small-Cap ETF (VB) as of Q1 2024, up from 1,872 in Q4 2023.
- Funds reported $33B of Vanguard Morningstar Small-Cap ETF stock for Q1 2024, up 7.2% quarter-over-quarter.
- 137 funds opened new Vanguard Morningstar Small-Cap ETF positions in Q1 2024 and 86 closed out, a net change of +51 holders.
- The largest Vanguard Morningstar Small-Cap ETF buyer in Q1 2024 was Bank of America, an estimated $967M added.
- The largest Vanguard Morningstar Small-Cap ETF seller in Q1 2024 was Morgan Stanley, an estimated $1.47B sold.
Based on aggregated 13F filings for Q1 2024.