Vanguard Morningstar Small-Cap ETF
1,287 hedge funds and large institutions have $22B invested in Vanguard Morningstar Small-Cap ETF in 2020 Q4 according to their latest regulatory filings, with 232 funds opening new positions, 501 increasing their positions, 396 reducing their positions, and 40 closing their positions.
480% more first-time investments, than exits
New positions opened: 232 | Existing positions closed: 40
42% more funds holding in top 10
Funds holding in top 10: 107 → 152 (+45)
33% more capital invested
Capital invested by funds: $16.5B → $22B (+$5.48B)
27% more repeat investments, than reductions
Existing positions increased: 501 | Existing positions reduced: 396
17% more call options, than puts
Call options by funds: $106M | Put options by funds: $90.2M
16% more funds holding
Funds holding: 1,113 → 1,287 (+174)
0.68% more ownership
Funds ownership: 57.92% → 58.6% (+0.68%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CM
Churchill Management
Los Angeles,
California
|
+$171M |
| 2 |
JP Morgan Chase
New York
|
+$162M |
| 3 |
ECM
ExodusPoint Capital Management
New York
|
+$70.6M |
| 4 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
+$59.2M |
| 5 |
Morgan Stanley
New York
|
+$49.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$112M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
-$103M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$54.2M |
| 4 |
MFM
MD Financial Management
Ottawa,
Ontario, Canada
|
-$49.9M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$37.3M |
VB Hedge Fund Activity: Q4 2020 in Review
1,287 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Small-Cap ETF (VB) for Q4 2020, worth a combined $22B — up 33% from $16.5B a quarter earlier.
Buyers outnumbered sellers: 232 funds opened new VB positions and 40 closed out — a net gain of 192 holders — while 501 added to existing stakes and 396 trimmed.
The largest buyer was Churchill Management, opening a new position worth an estimated $171M. The largest seller was Wellington Management Group, cutting an estimated $112M.
- 1,287 institutional investors held Vanguard Morningstar Small-Cap ETF (VB) as of Q4 2020, up from 1,113 in Q3 2020.
- Funds reported $22B of Vanguard Morningstar Small-Cap ETF stock for Q4 2020, up 33% quarter-over-quarter.
- 232 funds opened new Vanguard Morningstar Small-Cap ETF positions in Q4 2020 and 40 closed out, a net change of +192 holders.
- The largest Vanguard Morningstar Small-Cap ETF buyer in Q4 2020 was Churchill Management, an estimated $171M added.
- The largest Vanguard Morningstar Small-Cap ETF seller in Q4 2020 was Wellington Management Group, an estimated $112M sold.
Based on aggregated 13F filings for Q4 2020.