Vanguard Morningstar Small-Cap ETF
956 hedge funds and large institutions have $13.5B invested in Vanguard Morningstar Small-Cap ETF in 2019 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 405 increasing their positions, 329 reducing their positions, and 58 closing their positions.
89% more call options, than puts
Call options by funds: $2.95M | Put options by funds: $1.56M
26% more first-time investments, than exits
New positions opened: 73 | Existing positions closed: 58
23% more repeat investments, than reductions
Existing positions increased: 405 | Existing positions reduced: 329
4% more capital invested
Capital invested by funds: $13B → $13.5B (+$511M)
0% less funds holding
Funds holding: 957 → 956 (-1)
0.61% less ownership
Funds ownership: 53.69% → 53.08% (-0.61%)
3% less funds holding in top 10
Funds holding in top 10: 92 → 89 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$119M |
| 2 |
AA
Acorns Advisers
Irvine,
California
|
+$34.1M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$26.9M |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$24M |
| 5 |
CCA
Catalyst Capital Advisors
Huntington,
New York
|
+$17.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$40.2M |
| 2 |
MFM
MD Financial Management
Ottawa,
Ontario, Canada
|
-$34.1M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$30.9M |
| 4 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
-$30.8M |
| 5 |
BWA
BDO Wealth Advisors
Jacksonville,
Florida
|
-$19.7M |
VB Hedge Fund Activity: Q2 2019 in Review
956 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Small-Cap ETF (VB) for Q2 2019, worth a combined $13.5B — up 3.9% from $13B a quarter earlier.
Buyers outnumbered sellers: 73 funds opened new VB positions and 58 closed out — a net gain of 15 holders — while 405 added to existing stakes and 329 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $119M. The largest seller was Wells Fargo, cutting an estimated $40.2M.
- 956 institutional investors held Vanguard Morningstar Small-Cap ETF (VB) as of Q2 2019, down from 957 in Q1 2019.
- Funds reported $13.5B of Vanguard Morningstar Small-Cap ETF stock for Q2 2019, up 3.9% quarter-over-quarter.
- 73 funds opened new Vanguard Morningstar Small-Cap ETF positions in Q2 2019 and 58 closed out, a net change of +15 holders.
- The largest Vanguard Morningstar Small-Cap ETF buyer in Q2 2019 was Wellington Management Group, an estimated $119M added.
- The largest Vanguard Morningstar Small-Cap ETF seller in Q2 2019 was Wells Fargo, an estimated $40.2M sold.
Based on aggregated 13F filings for Q2 2019.