Vanguard Morningstar Small-Cap ETF
1,674 hedge funds and large institutions have $26B invested in Vanguard Morningstar Small-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 737 increasing their positions, 615 reducing their positions, and 61 closing their positions.
159% more call options, than puts
Call options by funds: $19.6M | Put options by funds: $7.58M
69% more first-time investments, than exits
New positions opened: 103 | Existing positions closed: 61
20% more repeat investments, than reductions
Existing positions increased: 737 | Existing positions reduced: 615
2% more funds holding
Funds holding: 1,645 → 1,674 (+29)
4.19% less ownership
Funds ownership: 62.06% → 57.87% (-4.2%)
4% less funds holding in top 10
Funds holding in top 10: 182 → 174 (-8)
61% less capital inflows, than outflows
Capital inflows: $1.12B | Capital outflows: $2.86B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
|
+$157M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$110M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$57.9M |
| 4 |
Janus Henderson Group
London,
|
+$53M |
| 5 |
Morgan Stanley
New York
|
+$50.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.79B |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
-$190M |
| 3 |
Annex Advisory Services
Brookfield,
Wisconsin
|
-$159M |
| 4 |
LPL Financial
San Diego,
California
|
-$120M |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$68.1M |
VB Hedge Fund Activity: Q2 2023 in Review
1,674 of the 6,389 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Small-Cap ETF (VB) for Q2 2023, worth a combined $26B — up 5.4% from $24.7B a quarter earlier.
Buyers outnumbered sellers: 103 funds opened new VB positions and 61 closed out — a net gain of 42 holders — while 737 added to existing stakes and 615 trimmed.
The largest buyer was Provida Pension Fund Administrator, adding an estimated $157M. The largest seller was Envestnet Asset Management, cutting an estimated $1.79B.
- 1,674 institutional investors held Vanguard Morningstar Small-Cap ETF (VB) as of Q2 2023, up from 1,645 in Q1 2023.
- Funds reported $26B of Vanguard Morningstar Small-Cap ETF stock for Q2 2023, up 5.4% quarter-over-quarter.
- 103 funds opened new Vanguard Morningstar Small-Cap ETF positions in Q2 2023 and 61 closed out, a net change of +42 holders.
- The largest Vanguard Morningstar Small-Cap ETF buyer in Q2 2023 was Provida Pension Fund Administrator, an estimated $157M added.
- The largest Vanguard Morningstar Small-Cap ETF seller in Q2 2023 was Envestnet Asset Management, an estimated $1.79B sold.
Based on aggregated 13F filings for Q2 2023.