Vanguard Morningstar Small-Cap ETF
1,550 hedge funds and large institutions have $22.8B invested in Vanguard Morningstar Small-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 696 increasing their positions, 550 reducing their positions, and 107 closing their positions.
98% more call options, than puts
Call options by funds: $9.81M | Put options by funds: $4.95M
27% more repeat investments, than reductions
Existing positions increased: 696 | Existing positions reduced: 550
1% more funds holding in top 10
Funds holding in top 10: 170 → 171 (+1)
0.82% less ownership
Funds ownership: 59.32% → 58.49% (-0.82%)
3% less funds holding
Funds holding: 1,597 → 1,550 (-47)
19% less capital invested
Capital invested by funds: $28.1B → $22.8B (-$5.3B)
25% less first-time investments, than exits
New positions opened: 80 | Existing positions closed: 107
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OWM
Orgel Wealth Management
Altoona,
Wisconsin
|
+$222M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$115M |
| 3 |
CIAS
CBIZ Investment Advisory Services
Independence,
Ohio
|
+$58.7M |
| 4 |
AAS
Annex Advisory Services
Brookfield,
Wisconsin
|
+$45.7M |
| 5 |
Natixis Advisors
Boston,
Massachusetts
|
+$45.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$780M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
-$282M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$184M |
| 4 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$155M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$45M |
VB Hedge Fund Activity: Q2 2022 in Review
1,550 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Small-Cap ETF (VB) for Q2 2022, worth a combined $22.8B — down 19% from $28.1B a quarter earlier.
Sellers outnumbered buyers: 107 funds closed out of VB and 80 opened new positions — a net loss of 27 holders — while 550 trimmed existing stakes and 696 added.
The largest buyer was Orgel Wealth Management, opening a new position worth an estimated $222M. The largest seller was Bank of America, cutting an estimated $780M.
- 1,550 institutional investors held Vanguard Morningstar Small-Cap ETF (VB) as of Q2 2022, down from 1,597 in Q1 2022.
- Funds reported $22.8B of Vanguard Morningstar Small-Cap ETF stock for Q2 2022, down 19% quarter-over-quarter.
- 80 funds opened new Vanguard Morningstar Small-Cap ETF positions in Q2 2022 and 107 closed out, a net change of -27 holders.
- The largest Vanguard Morningstar Small-Cap ETF buyer in Q2 2022 was Orgel Wealth Management, an estimated $222M added.
- The largest Vanguard Morningstar Small-Cap ETF seller in Q2 2022 was Bank of America, an estimated $780M sold.
Based on aggregated 13F filings for Q2 2022.