Vanguard Morningstar Small-Cap ETF
1,645 hedge funds and large institutions have $24.7B invested in Vanguard Morningstar Small-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 690 increasing their positions, 617 reducing their positions, and 73 closing their positions.
462% more capital inflows, than outflows
Capital inflows: $3.48B | Capital outflows: $618M
309% more call options, than puts
Call options by funds: $17.6M | Put options by funds: $4.29M
37% more first-time investments, than exits
New positions opened: 100 | Existing positions closed: 73
12% more repeat investments, than reductions
Existing positions increased: 690 | Existing positions reduced: 617
4.39% more ownership
Funds ownership: 57.67% → 62.06% (+4.4%)
1% more funds holding in top 10
Funds holding in top 10: 181 → 182 (+1)
1% less funds holding
Funds holding: 1,661 → 1,645 (-16)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.04B |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$299M |
| 3 |
WIT LLC
District Of Columbia,
District of Columbia
|
+$72.7M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$57.1M |
| 5 |
CBIZ Investment Advisory Services
Independence,
Ohio
|
+$55.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$43.5M |
| 2 |
Janus Henderson Group
London,
|
-$42.2M |
| 3 |
Cresset Asset Management
Chicago,
Illinois
|
-$40.6M |
| 4 |
Column Capital Advisors
Indianapolis,
Indiana
|
-$35.1M |
| 5 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
-$21.5M |
VB Hedge Fund Activity: Q1 2023 in Review
1,645 of the 6,289 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Small-Cap ETF (VB) for Q1 2023, worth a combined $24.7B — up 6% from $23.3B a quarter earlier.
Buyers outnumbered sellers: 100 funds opened new VB positions and 73 closed out — a net gain of 27 holders — while 690 added to existing stakes and 617 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $2.04B. The largest seller was BlackRock, cutting an estimated $43.5M.
- 1,645 institutional investors held Vanguard Morningstar Small-Cap ETF (VB) as of Q1 2023, down from 1,661 in Q4 2022.
- Funds reported $24.7B of Vanguard Morningstar Small-Cap ETF stock for Q1 2023, up 6% quarter-over-quarter.
- 100 funds opened new Vanguard Morningstar Small-Cap ETF positions in Q1 2023 and 73 closed out, a net change of +27 holders.
- The largest Vanguard Morningstar Small-Cap ETF buyer in Q1 2023 was Envestnet Asset Management, an estimated $2.04B added.
- The largest Vanguard Morningstar Small-Cap ETF seller in Q1 2023 was BlackRock, an estimated $43.5M sold.
Based on aggregated 13F filings for Q1 2023.