Vanguard Morningstar Small-Cap ETF
1,919 hedge funds and large institutions have $31.6B invested in Vanguard Morningstar Small-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 141 funds opening new positions, 729 increasing their positions, 693 reducing their positions, and 92 closing their positions.
265% more call options, than puts
Call options by funds: $13.8M | Put options by funds: $3.77M
53% more first-time investments, than exits
New positions opened: 141 | Existing positions closed: 92
1% more funds holding
Funds holding: 1,896 → 1,919 (+23)
5% more repeat investments, than reductions
Existing positions increased: 729 | Existing positions reduced: 693
0.27% less ownership
Funds ownership: 58.59% → 58.33% (-0.27%)
4% less capital invested
Capital invested by funds: $33.1B → $31.6B (-$1.47B)
7% less funds holding in top 10
Funds holding in top 10: 203 → 188 (-15)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$399M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$68.8M |
| 3 |
CA
Clearstead Advisors
Cleveland,
Ohio
|
+$68M |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$53.9M |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
+$52.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPFA
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
|
-$139M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
-$92.3M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$83.4M |
| 4 |
WFM
Wolff Financial Management
Kalamazoo,
Michigan
|
-$24.9M |
| 5 |
Natixis Advisors
Boston,
Massachusetts
|
-$24.5M |
VB Hedge Fund Activity: Q2 2024 in Review
1,919 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Small-Cap ETF (VB) for Q2 2024, worth a combined $31.6B — down 4.5% from $33.1B a quarter earlier.
Buyers outnumbered sellers: 141 funds opened new VB positions and 92 closed out — a net gain of 49 holders — while 729 added to existing stakes and 693 trimmed.
The largest buyer was Charles Schwab, opening a new position worth an estimated $399M. The largest seller was Provida Pension Fund Administrator, cutting an estimated $139M.
- 1,919 institutional investors held Vanguard Morningstar Small-Cap ETF (VB) as of Q2 2024, up from 1,896 in Q1 2024.
- Funds reported $31.6B of Vanguard Morningstar Small-Cap ETF stock for Q2 2024, down 4.5% quarter-over-quarter.
- 141 funds opened new Vanguard Morningstar Small-Cap ETF positions in Q2 2024 and 92 closed out, a net change of +49 holders.
- The largest Vanguard Morningstar Small-Cap ETF buyer in Q2 2024 was Charles Schwab, an estimated $399M added.
- The largest Vanguard Morningstar Small-Cap ETF seller in Q2 2024 was Provida Pension Fund Administrator, an estimated $139M sold.
Based on aggregated 13F filings for Q2 2024.