Vanguard Morningstar Small-Cap ETF
968 hedge funds and large institutions have $13.3B invested in Vanguard Morningstar Small-Cap ETF in 2019 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 411 increasing their positions, 333 reducing their positions, and 46 closing their positions.
239% more call options, than puts
Call options by funds: $6.97M | Put options by funds: $2.06M
46% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 46
23% more repeat investments, than reductions
Existing positions increased: 411 | Existing positions reduced: 333
1% more funds holding
Funds holding: 956 → 968 (+12)
0.36% more ownership
Funds ownership: 53.08% → 53.44% (+0.36%)
2% less capital invested
Capital invested by funds: $13.5B → $13.3B (-$207M)
9% less funds holding in top 10
Funds holding in top 10: 89 → 81 (-8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
+$49.9M |
| 2 |
AA
Acorns Advisers
Irvine,
California
|
+$25.2M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$24.9M |
| 4 |
BWA
BDO Wealth Advisors
Jacksonville,
Florida
|
+$19.9M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$15.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$64.8M |
| 2 |
MRC
Millburn Ridgefield Corp
New York
|
-$53.4M |
| 3 |
CCA
Catalyst Capital Advisors
Huntington,
New York
|
-$53.4M |
| 4 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$43.5M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$20M |
VB Hedge Fund Activity: Q3 2019 in Review
968 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Small-Cap ETF (VB) for Q3 2019, worth a combined $13.3B — down 1.5% from $13.5B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new VB positions and 46 closed out — a net gain of 21 holders — while 411 added to existing stakes and 333 trimmed.
The largest buyer was Jones Financial Companies, adding an estimated $49.9M. The largest seller was Royal Bank of Canada, cutting an estimated $64.8M.
- 968 institutional investors held Vanguard Morningstar Small-Cap ETF (VB) as of Q3 2019, up from 956 in Q2 2019.
- Funds reported $13.3B of Vanguard Morningstar Small-Cap ETF stock for Q3 2019, down 1.5% quarter-over-quarter.
- 67 funds opened new Vanguard Morningstar Small-Cap ETF positions in Q3 2019 and 46 closed out, a net change of +21 holders.
- The largest Vanguard Morningstar Small-Cap ETF buyer in Q3 2019 was Jones Financial Companies, an estimated $49.9M added.
- The largest Vanguard Morningstar Small-Cap ETF seller in Q3 2019 was Royal Bank of Canada, an estimated $64.8M sold.
Based on aggregated 13F filings for Q3 2019.