Vanguard Morningstar Small-Cap ETF
1,877 hedge funds and large institutions have $29.3B invested in Vanguard Morningstar Small-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 281 funds opening new positions, 771 increasing their positions, 611 reducing their positions, and 51 closing their positions.
520% more call options, than puts
Call options by funds: $43.9M | Put options by funds: $7.08M
451% more first-time investments, than exits
New positions opened: 281 | Existing positions closed: 51
282% more capital inflows, than outflows
Capital inflows: $2.8B | Capital outflows: $734M
26% more repeat investments, than reductions
Existing positions increased: 771 | Existing positions reduced: 611
20% more funds holding in top 10
Funds holding in top 10: 169 → 202 (+33)
12% more funds holding
Funds holding: 1,672 → 1,877 (+205)
2.65% more ownership
Funds ownership: 57.83% → 60.49% (+2.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cerity Partners
New York
|
+$1.05B |
| 2 |
Employees Retirement System of Texas
Austin,
Texas
|
+$90.2M |
| 3 |
Janus Henderson Group
London,
|
+$53.8M |
| 4 |
JP Morgan Chase
New York
|
+$52.5M |
| 5 |
Natixis Advisors
Boston,
Massachusetts
|
+$49.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIT LLC
District Of Columbia,
District of Columbia
|
-$72.3M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$44.1M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$36.7M |
| 4 |
Wealthfront Advisers
Palo Alto,
California
|
-$34.3M |
| 5 |
Circle Wealth Management
Summit,
New Jersey
|
-$32.6M |
VB Hedge Fund Activity: Q4 2023 in Review
1,877 of the 6,876 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Small-Cap ETF (VB) for Q4 2023, worth a combined $29.3B — up 16% from $25.2B a quarter earlier.
Buyers outnumbered sellers: 281 funds opened new VB positions and 51 closed out — a net gain of 230 holders — while 771 added to existing stakes and 611 trimmed.
The largest buyer was Cerity Partners, adding an estimated $1.05B. The largest seller was WIT LLC, cutting an estimated $72.3M.
- 1,877 institutional investors held Vanguard Morningstar Small-Cap ETF (VB) as of Q4 2023, up from 1,672 in Q3 2023.
- Funds reported $29.3B of Vanguard Morningstar Small-Cap ETF stock for Q4 2023, up 16% quarter-over-quarter.
- 281 funds opened new Vanguard Morningstar Small-Cap ETF positions in Q4 2023 and 51 closed out, a net change of +230 holders.
- The largest Vanguard Morningstar Small-Cap ETF buyer in Q4 2023 was Cerity Partners, an estimated $1.05B added.
- The largest Vanguard Morningstar Small-Cap ETF seller in Q4 2023 was WIT LLC, an estimated $72.3M sold.
Based on aggregated 13F filings for Q4 2023.