Vanguard Morningstar Small-Cap ETF
1,661 hedge funds and large institutions have $23.3B invested in Vanguard Morningstar Small-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 214 funds opening new positions, 693 increasing their positions, 569 reducing their positions, and 54 closing their positions.
531% more call options, than puts
Call options by funds: $20M | Put options by funds: $3.18M
296% more first-time investments, than exits
New positions opened: 214 | Existing positions closed: 54
54% more capital inflows, than outflows
Capital inflows: $1.67B | Capital outflows: $1.08B
22% more repeat investments, than reductions
Existing positions increased: 693 | Existing positions reduced: 569
8% more funds holding
Funds holding: 1,534 → 1,661 (+127)
3% more funds holding in top 10
Funds holding in top 10: 175 → 181 (+6)
0.78% more ownership
Funds ownership: 56.89% → 57.67% (+0.78%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Gibson Wealth Advisors
Tyler,
Texas
|
+$141M |
| 2 |
Annex Advisory Services
Brookfield,
Wisconsin
|
+$69.6M |
| 3 |
US Bancorp
Minneapolis,
Minnesota
|
+$65.9M |
| 4 |
Janus Henderson Group
London,
|
+$52.7M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$48.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
-$375M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$128M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$65.9M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$34.6M |
| 5 |
State Street
Boston,
Massachusetts
|
-$31.3M |
VB Hedge Fund Activity: Q4 2022 in Review
1,661 of the 6,242 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Small-Cap ETF (VB) for Q4 2022, worth a combined $23.3B — up 9% from $21.3B a quarter earlier.
Buyers outnumbered sellers: 214 funds opened new VB positions and 54 closed out — a net gain of 160 holders — while 693 added to existing stakes and 569 trimmed.
The largest buyer was Gibson Wealth Advisors, adding an estimated $141M. The largest seller was Jones Financial Companies, cutting an estimated $375M.
- 1,661 institutional investors held Vanguard Morningstar Small-Cap ETF (VB) as of Q4 2022, up from 1,534 in Q3 2022.
- Funds reported $23.3B of Vanguard Morningstar Small-Cap ETF stock for Q4 2022, up 9% quarter-over-quarter.
- 214 funds opened new Vanguard Morningstar Small-Cap ETF positions in Q4 2022 and 54 closed out, a net change of +160 holders.
- The largest Vanguard Morningstar Small-Cap ETF buyer in Q4 2022 was Gibson Wealth Advisors, an estimated $141M added.
- The largest Vanguard Morningstar Small-Cap ETF seller in Q4 2022 was Jones Financial Companies, an estimated $375M sold.
Based on aggregated 13F filings for Q4 2022.