Vanguard Morningstar Small-Cap ETF
1,672 hedge funds and large institutions have $25.2B invested in Vanguard Morningstar Small-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 759 increasing their positions, 591 reducing their positions, and 62 closing their positions.
319% more call options, than puts
Call options by funds: $21.9M | Put options by funds: $5.23M
91% more capital inflows, than outflows
Capital inflows: $1.47B | Capital outflows: $772M
28% more repeat investments, than reductions
Existing positions increased: 759 | Existing positions reduced: 591
27% more first-time investments, than exits
New positions opened: 79 | Existing positions closed: 62
0.04% less ownership
Funds ownership: 57.87% → 57.83% (-0.04%)
0% less funds holding
Funds holding: 1,674 → 1,672 (-2)
3% less funds holding in top 10
Funds holding in top 10: 174 → 169 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
+$76.4M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$59.7M |
| 3 |
State Street
Boston,
Massachusetts
|
+$53.9M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$45.5M |
| 5 |
Circle Wealth Management
Summit,
New Jersey
|
+$44.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
|
-$129M |
| 2 |
Millburn Ridgefield Corp
New York
|
-$79M |
| 3 |
Catalyst Capital Advisors
Huntington,
New York
|
-$79M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$68.1M |
| 5 |
Janus Henderson Group
London,
|
-$57.2M |
VB Hedge Fund Activity: Q3 2023 in Review
1,672 of the 6,316 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Small-Cap ETF (VB) for Q3 2023, worth a combined $25.2B — down 3.2% from $26B a quarter earlier.
Buyers outnumbered sellers: 79 funds opened new VB positions and 62 closed out — a net gain of 17 holders — while 759 added to existing stakes and 591 trimmed.
The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $76.4M. The largest seller was Provida Pension Fund Administrator, cutting an estimated $129M.
- 1,672 institutional investors held Vanguard Morningstar Small-Cap ETF (VB) as of Q3 2023, down from 1,674 in Q2 2023.
- Funds reported $25.2B of Vanguard Morningstar Small-Cap ETF stock for Q3 2023, down 3.2% quarter-over-quarter.
- 79 funds opened new Vanguard Morningstar Small-Cap ETF positions in Q3 2023 and 62 closed out, a net change of +17 holders.
- The largest Vanguard Morningstar Small-Cap ETF buyer in Q3 2023 was Balyasny Asset Management, an estimated $76.4M added.
- The largest Vanguard Morningstar Small-Cap ETF seller in Q3 2023 was Provida Pension Fund Administrator, an estimated $129M sold.
Based on aggregated 13F filings for Q3 2023.