Vanguard Morningstar Small-Cap ETF
1,363 hedge funds and large institutions have $25.4B invested in Vanguard Morningstar Small-Cap ETF in 2021 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 603 increasing their positions, 447 reducing their positions, and 49 closing their positions.
178% more first-time investments, than exits
New positions opened: 136 | Existing positions closed: 49
83% more call options, than puts
Call options by funds: $16.5M | Put options by funds: $9.02M
35% more repeat investments, than reductions
Existing positions increased: 603 | Existing positions reduced: 447
15% more capital invested
Capital invested by funds: $22B → $25.4B (+$3.4B)
9% more funds holding in top 10
Funds holding in top 10: 152 → 166 (+14)
6% more funds holding
Funds holding: 1,287 → 1,363 (+76)
0.16% less ownership
Funds ownership: 58.6% → 58.45% (-0.16%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$783M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$91.3M |
| 3 |
LPL Financial
San Diego,
California
|
+$84.4M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$56.2M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$55.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
-$158M |
| 2 |
JP Morgan Chase
New York
|
-$145M |
| 3 |
ECM
ExodusPoint Capital Management
New York
|
-$77.9M |
| 4 |
Ensign Peak Advisors
Salt Lake City,
Utah
|
-$40M |
| 5 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
-$38.9M |
VB Hedge Fund Activity: Q1 2021 in Review
1,363 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Small-Cap ETF (VB) for Q1 2021, worth a combined $25.4B — up 15% from $22B a quarter earlier.
Buyers outnumbered sellers: 136 funds opened new VB positions and 49 closed out — a net gain of 87 holders — while 603 added to existing stakes and 447 trimmed.
The largest buyer was Bank of America, adding an estimated $783M. The largest seller was Jones Financial Companies, cutting an estimated $158M.
- 1,363 institutional investors held Vanguard Morningstar Small-Cap ETF (VB) as of Q1 2021, up from 1,287 in Q4 2020.
- Funds reported $25.4B of Vanguard Morningstar Small-Cap ETF stock for Q1 2021, up 15% quarter-over-quarter.
- 136 funds opened new Vanguard Morningstar Small-Cap ETF positions in Q1 2021 and 49 closed out, a net change of +87 holders.
- The largest Vanguard Morningstar Small-Cap ETF buyer in Q1 2021 was Bank of America, an estimated $783M added.
- The largest Vanguard Morningstar Small-Cap ETF seller in Q1 2021 was Jones Financial Companies, an estimated $158M sold.
Based on aggregated 13F filings for Q1 2021.