Vanguard Morningstar Small-Cap ETF
925 hedge funds and large institutions have $11.2B invested in Vanguard Morningstar Small-Cap ETF in 2018 Q4 according to their latest regulatory filings, with 161 funds opening new positions, 358 increasing their positions, 271 reducing their positions, and 83 closing their positions.
94% more first-time investments, than exits
New positions opened: 161 | Existing positions closed: 83
32% more repeat investments, than reductions
Existing positions increased: 358 | Existing positions reduced: 271
13% more funds holding in top 10
Funds holding in top 10: 78 → 88 (+10)
8% more funds holding
Funds holding: 854 → 925 (+71)
3.17% more ownership
Funds ownership: 50.94% → 54.11% (+3.2%)
14% less capital invested
Capital invested by funds: $13.1B → $11.2B (-$1.89B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$143M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$118M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$115M |
| 4 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
+$56.7M |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
+$49.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$326M |
| 2 |
CM
Churchill Management
Los Angeles,
California
|
-$73.5M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$72.3M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$55.9M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
-$23.8M |
VB Hedge Fund Activity: Q4 2018 in Review
925 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Small-Cap ETF (VB) for Q4 2018, worth a combined $11.2B — down 14% from $13.1B a quarter earlier.
Buyers outnumbered sellers: 161 funds opened new VB positions and 83 closed out — a net gain of 78 holders — while 358 added to existing stakes and 271 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $143M. The largest seller was JP Morgan Chase, cutting an estimated $326M.
- 925 institutional investors held Vanguard Morningstar Small-Cap ETF (VB) as of Q4 2018, up from 854 in Q3 2018.
- Funds reported $11.2B of Vanguard Morningstar Small-Cap ETF stock for Q4 2018, down 14% quarter-over-quarter.
- 161 funds opened new Vanguard Morningstar Small-Cap ETF positions in Q4 2018 and 83 closed out, a net change of +78 holders.
- The largest Vanguard Morningstar Small-Cap ETF buyer in Q4 2018 was Charles Schwab Investment Advisory, an estimated $143M added.
- The largest Vanguard Morningstar Small-Cap ETF seller in Q4 2018 was JP Morgan Chase, an estimated $326M sold.
Based on aggregated 13F filings for Q4 2018.