Vanguard Morningstar Small-Cap ETF
1,597 hedge funds and large institutions have $28.1B invested in Vanguard Morningstar Small-Cap ETF in 2022 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 730 increasing their positions, 524 reducing their positions, and 101 closing their positions.
39% more repeat investments, than reductions
Existing positions increased: 730 | Existing positions reduced: 524
16% more call options, than puts
Call options by funds: $14.8M | Put options by funds: $12.7M
7% more first-time investments, than exits
New positions opened: 108 | Existing positions closed: 101
0.41% less ownership
Funds ownership: 59.72% → 59.32% (-0.41%)
1% less funds holding
Funds holding: 1,612 → 1,597 (-15)
6% less capital invested
Capital invested by funds: $29.9B → $28.1B (-$1.78B)
8% less funds holding in top 10
Funds holding in top 10: 185 → 170 (-15)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$199M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$198M |
| 3 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$79.2M |
| 4 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$74.5M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$65.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CM
Churchill Management
Los Angeles,
California
|
-$211M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
-$199M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$190M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$162M |
| 5 |
CIAS
CBIZ Investment Advisory Services
Independence,
Ohio
|
-$69M |
VB Hedge Fund Activity: Q1 2022 in Review
1,597 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Small-Cap ETF (VB) for Q1 2022, worth a combined $28.1B — down 6% from $29.9B a quarter earlier.
Buyers outnumbered sellers: 108 funds opened new VB positions and 101 closed out — a net gain of 7 holders — while 730 added to existing stakes and 524 trimmed.
The largest buyer was Bank of America, adding an estimated $199M. The largest seller was Churchill Management, exiting entirely with an estimated $211M sold.
- 1,597 institutional investors held Vanguard Morningstar Small-Cap ETF (VB) as of Q1 2022, down from 1,612 in Q4 2021.
- Funds reported $28.1B of Vanguard Morningstar Small-Cap ETF stock for Q1 2022, down 6% quarter-over-quarter.
- 108 funds opened new Vanguard Morningstar Small-Cap ETF positions in Q1 2022 and 101 closed out, a net change of +7 holders.
- The largest Vanguard Morningstar Small-Cap ETF buyer in Q1 2022 was Bank of America, an estimated $199M added.
- The largest Vanguard Morningstar Small-Cap ETF seller in Q1 2022 was Churchill Management, an estimated $211M sold.
Based on aggregated 13F filings for Q1 2022.