Vanguard Morningstar Small-Cap ETF
1,114 hedge funds and large institutions have $16.6B invested in Vanguard Morningstar Small-Cap ETF in 2020 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 453 increasing their positions, 414 reducing their positions, and 45 closing their positions.
72% more call options, than puts
Call options by funds: $10M | Put options by funds: $5.83M
56% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 45
18% more capital inflows, than outflows
Capital inflows: $926M | Capital outflows: $788M
3% more funds holding in top 10
Funds holding in top 10: 104 → 107 (+3)
9% more repeat investments, than reductions
Existing positions increased: 453 | Existing positions reduced: 414
1% more funds holding
Funds holding: 1,105 → 1,114 (+9)
0.31% more ownership
Funds ownership: 57.62% → 57.94% (+0.31%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$86M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$81.4M |
| 3 |
LPL Financial
San Diego,
California
|
+$53.9M |
| 4 |
MD Financial Management
Ottawa,
Ontario, Canada
|
+$50.9M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$33.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Acorns Advisers
Irvine,
California
|
-$367M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
-$59.1M |
| 3 |
EP Wealth Advisors
Torrance,
California
|
-$51.2M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$14.9M |
| 5 |
Financial Synergies Wealth Advisors
Houston,
Texas
|
-$13.7M |
VB Hedge Fund Activity: Q3 2020 in Review
1,114 of the 4,972 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Small-Cap ETF (VB) for Q3 2020, worth a combined $16.6B — up 6.7% from $15.5B a quarter earlier.
Buyers outnumbered sellers: 70 funds opened new VB positions and 45 closed out — a net gain of 25 holders — while 453 added to existing stakes and 414 trimmed.
The largest buyer was Bank of America, adding an estimated $86M. The largest seller was Acorns Advisers, cutting an estimated $367M.
- 1,114 institutional investors held Vanguard Morningstar Small-Cap ETF (VB) as of Q3 2020, up from 1,105 in Q2 2020.
- Funds reported $16.6B of Vanguard Morningstar Small-Cap ETF stock for Q3 2020, up 6.7% quarter-over-quarter.
- 70 funds opened new Vanguard Morningstar Small-Cap ETF positions in Q3 2020 and 45 closed out, a net change of +25 holders.
- The largest Vanguard Morningstar Small-Cap ETF buyer in Q3 2020 was Bank of America, an estimated $86M added.
- The largest Vanguard Morningstar Small-Cap ETF seller in Q3 2020 was Acorns Advisers, an estimated $367M sold.
Based on aggregated 13F filings for Q3 2020.