Vanguard Morningstar Small-Cap ETF
1,404 hedge funds and large institutions have $27.6B invested in Vanguard Morningstar Small-Cap ETF in 2021 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 686 increasing their positions, 386 reducing their positions, and 55 closing their positions.
995% more call options, than puts
Call options by funds: $13.1M | Put options by funds: $1.19M
78% more repeat investments, than reductions
Existing positions increased: 686 | Existing positions reduced: 386
65% more first-time investments, than exits
New positions opened: 91 | Existing positions closed: 55
1% more funds holding
Funds holding: 1,391 → 1,404 (+13)
0.37% more ownership
Funds ownership: 58.45% → 58.82% (+0.37%)
0% less capital invested
Capital invested by funds: $27.6B → $27.6B (-$17.3M)
5% less funds holding in top 10
Funds holding in top 10: 159 → 151 (-8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$261M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$170M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
+$91.4M |
| 4 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$66.8M |
| 5 |
Franklin Resources
San Mateo,
California
|
+$66.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$98.7M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
-$97.7M |
| 3 |
JP Morgan Chase
New York
|
-$83.7M |
| 4 |
QA
Quantitative Advantage
Minnetonka,
Minnesota
|
-$51.6M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$35.3M |
VB Hedge Fund Activity: Q3 2021 in Review
1,404 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Small-Cap ETF (VB) for Q3 2021, worth a combined $27.6B — down 0.06% from $27.6B a quarter earlier.
Buyers outnumbered sellers: 91 funds opened new VB positions and 55 closed out — a net gain of 36 holders — while 686 added to existing stakes and 386 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $261M. The largest seller was Bank of America, cutting an estimated $98.7M.
- 1,404 institutional investors held Vanguard Morningstar Small-Cap ETF (VB) as of Q3 2021, up from 1,391 in Q2 2021.
- Funds reported $27.6B of Vanguard Morningstar Small-Cap ETF stock for Q3 2021, down 0.06% quarter-over-quarter.
- 91 funds opened new Vanguard Morningstar Small-Cap ETF positions in Q3 2021 and 55 closed out, a net change of +36 holders.
- The largest Vanguard Morningstar Small-Cap ETF buyer in Q3 2021 was Bank of New York Mellon, an estimated $261M added.
- The largest Vanguard Morningstar Small-Cap ETF seller in Q3 2021 was Bank of America, an estimated $98.7M sold.
Based on aggregated 13F filings for Q3 2021.