Vanguard Morningstar Small-Cap ETF
1,613 hedge funds and large institutions have $29.9B invested in Vanguard Morningstar Small-Cap ETF in 2021 Q4 according to their latest regulatory filings, with 292 funds opening new positions, 694 increasing their positions, 411 reducing their positions, and 61 closing their positions.
426% more call options, than puts
Call options by funds: $16.1M | Put options by funds: $3.05M
379% more first-time investments, than exits
New positions opened: 292 | Existing positions closed: 61
240% more capital inflows, than outflows
Capital inflows: $2.28B | Capital outflows: $670M
69% more repeat investments, than reductions
Existing positions increased: 694 | Existing positions reduced: 411
22% more funds holding in top 10
Funds holding in top 10: 152 → 186 (+34)
15% more funds holding
Funds holding: 1,405 → 1,613 (+208)
0.9% more ownership
Funds ownership: 58.83% → 59.74% (+0.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$412M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
+$82.6M |
| 3 |
CBIZ Investment Advisory Services
Independence,
Ohio
|
+$69.4M |
| 4 |
Charles Schwab Investment Advisory
San Francisco,
California
|
+$64.2M |
| 5 |
Central Trust Company
Jefferson City,
Missouri
|
+$51.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$93.8M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$67.7M |
| 3 |
MD Financial Management
Ottawa,
Ontario, Canada
|
-$51.6M |
| 4 |
Trinity Financial Advisors
Columbus,
Ohio
|
-$42.3M |
| 5 |
Private Advisor Group
Morristown,
New Jersey
|
-$33.2M |
VB Hedge Fund Activity: Q4 2021 in Review
1,613 of the 6,521 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Small-Cap ETF (VB) for Q4 2021, worth a combined $29.9B — up 8.4% from $27.6B a quarter earlier.
Buyers outnumbered sellers: 292 funds opened new VB positions and 61 closed out — a net gain of 231 holders — while 694 added to existing stakes and 411 trimmed.
The largest buyer was Bank of America, adding an estimated $412M. The largest seller was Wells Fargo, cutting an estimated $93.8M.
- 1,613 institutional investors held Vanguard Morningstar Small-Cap ETF (VB) as of Q4 2021, up from 1,405 in Q3 2021.
- Funds reported $29.9B of Vanguard Morningstar Small-Cap ETF stock for Q4 2021, up 8.4% quarter-over-quarter.
- 292 funds opened new Vanguard Morningstar Small-Cap ETF positions in Q4 2021 and 61 closed out, a net change of +231 holders.
- The largest Vanguard Morningstar Small-Cap ETF buyer in Q4 2021 was Bank of America, an estimated $412M added.
- The largest Vanguard Morningstar Small-Cap ETF seller in Q4 2021 was Wells Fargo, an estimated $93.8M sold.
Based on aggregated 13F filings for Q4 2021.