Vanguard Morningstar Small-Cap ETF
1,100 hedge funds and large institutions have $15.1B invested in Vanguard Morningstar Small-Cap ETF in 2019 Q4 according to their latest regulatory filings, with 188 funds opening new positions, 458 increasing their positions, 296 reducing their positions, and 40 closing their positions.
794% more call options, than puts
Call options by funds: $6.65M | Put options by funds: $744K
370% more first-time investments, than exits
New positions opened: 188 | Existing positions closed: 40
55% more repeat investments, than reductions
Existing positions increased: 458 | Existing positions reduced: 296
14% more funds holding
Funds holding: 968 → 1,100 (+132)
13% more capital invested
Capital invested by funds: $13.3B → $15.1B (+$1.73B)
10% more funds holding in top 10
Funds holding in top 10: 81 → 89 (+8)
1.16% more ownership
Funds ownership: 53.44% → 54.6% (+1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CM
Churchill Management
Los Angeles,
California
|
+$163M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
+$64.2M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
+$62.2M |
| 4 |
AA
Acorns Advisers
Irvine,
California
|
+$31.3M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$30.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
M&T Bank
Buffalo,
New York
|
-$91.1M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$61.3M |
| 3 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
-$27.9M |
| 4 |
BFG
Bouchey Financial Group
Troy,
New York
|
-$6.4M |
| 5 |
UBS AM
Chicago,
Illinois
|
-$5.9M |
VB Hedge Fund Activity: Q4 2019 in Review
1,100 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Small-Cap ETF (VB) for Q4 2019, worth a combined $15.1B — up 13% from $13.3B a quarter earlier.
Buyers outnumbered sellers: 188 funds opened new VB positions and 40 closed out — a net gain of 148 holders — while 458 added to existing stakes and 296 trimmed.
The largest buyer was Churchill Management, opening a new position worth an estimated $163M. The largest seller was M&T Bank, exiting entirely with an estimated $91.1M sold.
- 1,100 institutional investors held Vanguard Morningstar Small-Cap ETF (VB) as of Q4 2019, up from 968 in Q3 2019.
- Funds reported $15.1B of Vanguard Morningstar Small-Cap ETF stock for Q4 2019, up 13% quarter-over-quarter.
- 188 funds opened new Vanguard Morningstar Small-Cap ETF positions in Q4 2019 and 40 closed out, a net change of +148 holders.
- The largest Vanguard Morningstar Small-Cap ETF buyer in Q4 2019 was Churchill Management, an estimated $163M added.
- The largest Vanguard Morningstar Small-Cap ETF seller in Q4 2019 was M&T Bank, an estimated $91.1M sold.
Based on aggregated 13F filings for Q4 2019.