Vanguard Morningstar Small-Cap ETF
1,105 hedge funds and large institutions have $15.5B invested in Vanguard Morningstar Small-Cap ETF in 2020 Q2 according to their latest regulatory filings, with 126 funds opening new positions, 437 increasing their positions, 401 reducing their positions, and 61 closing their positions.
107% more first-time investments, than exits
New positions opened: 126 | Existing positions closed: 61
77% more call options, than puts
Call options by funds: $7.21M | Put options by funds: $4.07M
18% more funds holding in top 10
Funds holding in top 10: 88 → 104 (+16)
6% more funds holding
Funds holding: 1,046 → 1,105 (+59)
9% more repeat investments, than reductions
Existing positions increased: 437 | Existing positions reduced: 401
5% less capital inflows, than outflows
Capital inflows: $995M | Capital outflows: $1.04B
1.29% less ownership
Funds ownership: 58.91% → 57.62% (-1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SignatureFD
Atlanta,
Georgia
|
+$82.9M |
| 2 |
Morgan Stanley
New York
|
+$55.5M |
| 3 |
Acorns Advisers
Irvine,
California
|
+$41M |
| 4 |
Baker Avenue Asset Management
San Francisco,
California
|
+$32.9M |
| 5 |
Bank of New York Mellon
New York
|
+$31.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
-$233M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$117M |
| 3 |
Charles Schwab Investment Advisory
San Francisco,
California
|
-$60M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$48.2M |
| 5 |
EP Wealth Advisors
Torrance,
California
|
-$34.3M |
VB Hedge Fund Activity: Q2 2020 in Review
1,105 of the 4,890 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Small-Cap ETF (VB) for Q2 2020, worth a combined $15.5B — up 25% from $12.4B a quarter earlier.
Buyers outnumbered sellers: 126 funds opened new VB positions and 61 closed out — a net gain of 65 holders — while 437 added to existing stakes and 401 trimmed.
The largest buyer was SignatureFD, adding an estimated $82.9M. The largest seller was Jones Financial Companies, cutting an estimated $233M.
- 1,105 institutional investors held Vanguard Morningstar Small-Cap ETF (VB) as of Q2 2020, up from 1,046 in Q1 2020.
- Funds reported $15.5B of Vanguard Morningstar Small-Cap ETF stock for Q2 2020, up 25% quarter-over-quarter.
- 126 funds opened new Vanguard Morningstar Small-Cap ETF positions in Q2 2020 and 61 closed out, a net change of +65 holders.
- The largest Vanguard Morningstar Small-Cap ETF buyer in Q2 2020 was SignatureFD, an estimated $82.9M added.
- The largest Vanguard Morningstar Small-Cap ETF seller in Q2 2020 was Jones Financial Companies, an estimated $233M sold.
Based on aggregated 13F filings for Q2 2020.