Vanguard Small-Cap ETF
1,872 hedge funds and large institutions have $30.8B invested in Vanguard Small-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 279 funds opening new positions, 768 increasing their positions, 611 reducing their positions, and 51 closing their positions.
520% more call options, than puts
Call options by funds: $43.9M | Put options by funds: $7.08M
447% more first-time investments, than exits
New positions opened: 279 | Existing positions closed: 51
26% more repeat investments, than reductions
Existing positions increased: 768 | Existing positions reduced: 611
22% more capital invested
Capital invested by funds: $25.2B → $30.8B (+$5.63B)
20% more funds holding in top 10
Funds holding in top 10: 167 → 201 (+34)
12% more funds holding
Funds holding: 1,669 → 1,872 (+203)
5.76% more ownership
Funds ownership: 57.56% → 63.32% (+5.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.37B |
| 2 |
Cerity Partners
New York
|
+$1.05B |
| 3 |
ERSOT
Employees Retirement System of Texas
Austin,
Texas
|
+$90.2M |
| 4 |
Janus Henderson Group
London,
United Kingdom
|
+$53.8M |
| 5 |
JP Morgan Chase
New York
|
+$52.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$44.1M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$36.7M |
| 3 |
Wealthfront Advisers
Palo Alto,
California
|
-$34.3M |
| 4 |
CWM
Circle Wealth Management
Summit,
New Jersey
|
-$32.6M |
| 5 |
PPFA
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
|
-$28.9M |
VB Hedge Fund Activity: Q4 2023 in Review
1,872 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap ETF (VB) for Q4 2023, worth a combined $30.8B — up 22% from $25.2B a quarter earlier.
Buyers outnumbered sellers: 279 funds opened new VB positions and 51 closed out — a net gain of 228 holders — while 768 added to existing stakes and 611 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.37B. The largest seller was Osaic Holdings, cutting an estimated $44.1M.
- 1,872 institutional investors held Vanguard Small-Cap ETF (VB) as of Q4 2023, up from 1,669 in Q3 2023.
- Funds reported $30.8B of Vanguard Small-Cap ETF stock for Q4 2023, up 22% quarter-over-quarter.
- 279 funds opened new Vanguard Small-Cap ETF positions in Q4 2023 and 51 closed out, a net change of +228 holders.
- The largest Vanguard Small-Cap ETF buyer in Q4 2023 was Morgan Stanley, an estimated $1.37B added.
- The largest Vanguard Small-Cap ETF seller in Q4 2023 was Osaic Holdings, an estimated $44.1M sold.
Based on aggregated 13F filings for Q4 2023.