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Vanguard Morningstar Small-Cap ETF
VB

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.

New
Increased
Maintained
Reduced
Closed

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

Holders
1,973
Holders Change
+57
Holders Change %
+2.97%
% of All Funds
28.33%
Holding in Top 10
195
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+3.17%
% of All Funds
2.8%
New
152
Increased
882
Reduced
646
Closed
70
Calls
$24M
Puts
$25.4M
Net Calls
-$1.34M
Net Calls Change
-$11.3M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$317M
2
Wells Fargo
Wells Fargo
California
+$167M
3
GC
Grimes & Company
Massachusetts
+$120M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$52.7M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$47.9M

Top Sellers

Rank Fund Capital Flow
1
SFC
Strategic Financial Concepts
Texas
-$367M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$225M
3
S
SignatureFD
Georgia
-$137M
4
Ameriprise
Ameriprise
Minnesota
-$48.6M
5
PPFA
Provida Pension Fund Administrator
Chile
-$28.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
MFA
1951
McClarren Financial Advisors
Pennsylvania
$4.57K +$863K +3,796 +8%
LIS
1952
Legacy Investment Solutions
Idaho
$4.03K +$3.64K +16 New
LWMI
1953
Legacy Wealth Management (Idaho)
Idaho
$4.03K +$3.64K +16 New
Fuller & Thaler Asset Management
1954
Fuller & Thaler Asset Management
California
$4K -$25.7K -113 -87%
RWA
1955
Redmont Wealth Advisors
Illinois
$3.32K -$11.4K -50 -78%
VDBMI
1956
Van Den Berg Management I
Texas
$3.19K – – –
SWC
1957
Spectrum Wealth Counsel
Indiana
$3.08K – – –
BCM
1958
Blume Capital Management
California
$3.08K +$2.95K +13 New
HPIA
1959
Hamilton Point Investment Advisors
North Carolina
$2.85K – – –
WWM
1960
Wolff Wiese Magana
California
$2.61K – – –
MHR
1961
Matthew Hamilton Rosenberg
$2.37K – – –
WWP
1962
WR Wealth Planners
Missouri
$2.13K – – –
AWM
1963
Absher Wealth Management
North Carolina
$1.9K – – –
HI
1964
Horizon Investments
North Carolina
$1.66K – – –
GWM
1965
Grand Wealth Management
Michigan
$1.5K – – –
CMA
1966
Cedar Mountain Advisors
Oregon
$1.19K – – –
FCM
1967
Fourpath Capital Management
Oklahoma
$1.19K +$1.14K +5 New
MAM
1968
Morse Asset Management
Connecticut
$1.19K +$1.14K +5 New
WOC
1969
West Oak Capital
California
$992 – – –
NA
1970
Nordwand Advisors
Pennsylvania
$712 – – –
RS
1971
Rakuten Securities
Japan
$712 – – –
EAM
1972
Eukles Asset Management
Ohio
$474 +$454 +2 New
RPCA
1973
Running Point Capital Advisors
California
$237 – – –
SHF
1974
Safe Harbor Fiduciary
Florida
$237 +$227 +1 New
CMP
1975
Coston McIsaac & Partners
Maine
$140 – – –
77 78
79
80 81

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.