Vanguard Morningstar Small-Cap ETF
1,534 hedge funds and large institutions have $21.3B invested in Vanguard Morningstar Small-Cap ETF in 2022 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 704 increasing their positions, 509 reducing their positions, and 70 closing their positions.
195% more call options, than puts
Call options by funds: $11.3M | Put options by funds: $3.81M
38% more repeat investments, than reductions
Existing positions increased: 704 | Existing positions reduced: 509
10% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 70
2% more funds holding in top 10
Funds holding in top 10: 172 → 175 (+3)
1% less funds holding
Funds holding: 1,551 → 1,534 (-17)
1.62% less ownership
Funds ownership: 58.51% → 56.89% (-1.6%)
43% less capital inflows, than outflows
Capital inflows: $956M | Capital outflows: $1.68B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Country Trust Bank
Bloomington,
Illinois
|
+$43.5M |
| 2 |
Charles Schwab Investment Advisory
San Francisco,
California
|
+$34.4M |
| 3 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$30.8M |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$28.2M |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$26.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$776M |
| 2 |
Orgel Wealth Management
Altoona,
Wisconsin
|
-$208M |
| 3 |
WIT LLC
District Of Columbia,
District of Columbia
|
-$70.8M |
| 4 |
CBIZ Investment Advisory Services
Independence,
Ohio
|
-$53.5M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$53M |
VB Hedge Fund Activity: Q3 2022 in Review
1,534 of the 5,832 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Small-Cap ETF (VB) for Q3 2022, worth a combined $21.3B — down 6.5% from $22.8B a quarter earlier.
Buyers outnumbered sellers: 77 funds opened new VB positions and 70 closed out — a net gain of 7 holders — while 704 added to existing stakes and 509 trimmed.
The largest buyer was Country Trust Bank, adding an estimated $43.5M. The largest seller was Bank of America, cutting an estimated $776M.
- 1,534 institutional investors held Vanguard Morningstar Small-Cap ETF (VB) as of Q3 2022, down from 1,551 in Q2 2022.
- Funds reported $21.3B of Vanguard Morningstar Small-Cap ETF stock for Q3 2022, down 6.5% quarter-over-quarter.
- 77 funds opened new Vanguard Morningstar Small-Cap ETF positions in Q3 2022 and 70 closed out, a net change of +7 holders.
- The largest Vanguard Morningstar Small-Cap ETF buyer in Q3 2022 was Country Trust Bank, an estimated $43.5M added.
- The largest Vanguard Morningstar Small-Cap ETF seller in Q3 2022 was Bank of America, an estimated $776M sold.
Based on aggregated 13F filings for Q3 2022.