Vanguard Small-Cap ETF
1,668 hedge funds and large institutions have $25.2B invested in Vanguard Small-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 757 increasing their positions, 589 reducing their positions, and 62 closing their positions.
319% more call options, than puts
Call options by funds: $21.9M | Put options by funds: $5.23M
29% more repeat investments, than reductions
Existing positions increased: 757 | Existing positions reduced: 589
27% more first-time investments, than exits
New positions opened: 79 | Existing positions closed: 62
0.09% more ownership
Funds ownership: 57.47% → 57.56% (+0.09%)
0% less funds holding
Funds holding: 1,670 → 1,668 (-2)
3% less capital invested
Capital invested by funds: $26B → $25.2B (-$797M)
3% less funds holding in top 10
Funds holding in top 10: 172 → 167 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
+$76.4M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$59.7M |
| 3 |
State Street
Boston,
Massachusetts
|
+$53.9M |
| 4 |
Comerica Bank
Dallas,
Texas
|
+$50.6M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$45.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPFA
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
|
-$129M |
| 2 |
MRC
Millburn Ridgefield Corp
New York
|
-$79M |
| 3 |
CCA
Catalyst Capital Advisors
Huntington,
New York
|
-$79M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$68.1M |
| 5 |
Janus Henderson Group
London,
United Kingdom
|
-$57.2M |
VB Hedge Fund Activity: Q3 2023 in Review
1,668 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap ETF (VB) for Q3 2023, worth a combined $25.2B — down 3.1% from $26B a quarter earlier.
Buyers outnumbered sellers: 79 funds opened new VB positions and 62 closed out — a net gain of 17 holders — while 757 added to existing stakes and 589 trimmed.
The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $76.4M. The largest seller was Provida Pension Fund Administrator, cutting an estimated $129M.
- 1,668 institutional investors held Vanguard Small-Cap ETF (VB) as of Q3 2023, down from 1,670 in Q2 2023.
- Funds reported $25.2B of Vanguard Small-Cap ETF stock for Q3 2023, down 3.1% quarter-over-quarter.
- 79 funds opened new Vanguard Small-Cap ETF positions in Q3 2023 and 62 closed out, a net change of +17 holders.
- The largest Vanguard Small-Cap ETF buyer in Q3 2023 was Balyasny Asset Management, an estimated $76.4M added.
- The largest Vanguard Small-Cap ETF seller in Q3 2023 was Provida Pension Fund Administrator, an estimated $129M sold.
Based on aggregated 13F filings for Q3 2023.