Vanguard Morningstar Small-Cap ETF
2,187 hedge funds and large institutions have $37.3B invested in Vanguard Morningstar Small-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 318 funds opening new positions, 907 increasing their positions, 679 reducing their positions, and 72 closing their positions.
342% more first-time investments, than exits
New positions opened: 318 | Existing positions closed: 72
46% more call options, than puts
Call options by funds: $17.8M | Put options by funds: $12.2M
34% more repeat investments, than reductions
Existing positions increased: 907 | Existing positions reduced: 679
16% more funds holding in top 10
Funds holding in top 10: 195 → 226 (+31)
11% more funds holding
Funds holding: 1,976 → 2,187 (+211)
6% more capital invested
Capital invested by funds: $35.3B → $37.3B (+$1.99B)
0.5% more ownership
Funds ownership: 58.66% → 59.16% (+0.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$331M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$133M |
| 3 |
Teacher Retirement System of Texas
Austin,
Texas
|
+$73.7M |
| 4 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$66.9M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$53.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$69.6M |
| 2 |
CWM
Connecticut Wealth Management
Farmington,
Connecticut
|
-$33.8M |
| 3 |
Janus Henderson Group
London,
|
-$26.3M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$26.3M |
| 5 |
BlackRock
New York
|
-$22.9M |
VB Hedge Fund Activity: Q4 2024 in Review
2,187 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Small-Cap ETF (VB) for Q4 2024, worth a combined $37.3B — up 5.6% from $35.3B a quarter earlier.
Buyers outnumbered sellers: 318 funds opened new VB positions and 72 closed out — a net gain of 246 holders — while 907 added to existing stakes and 679 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $331M. The largest seller was Bank of America, cutting an estimated $69.6M.
- 2,187 institutional investors held Vanguard Morningstar Small-Cap ETF (VB) as of Q4 2024, up from 1,976 in Q3 2024.
- Funds reported $37.3B of Vanguard Morningstar Small-Cap ETF stock for Q4 2024, up 5.6% quarter-over-quarter.
- 318 funds opened new Vanguard Morningstar Small-Cap ETF positions in Q4 2024 and 72 closed out, a net change of +246 holders.
- The largest Vanguard Morningstar Small-Cap ETF buyer in Q4 2024 was Royal Bank of Canada, an estimated $331M added.
- The largest Vanguard Morningstar Small-Cap ETF seller in Q4 2024 was Bank of America, an estimated $69.6M sold.
Based on aggregated 13F filings for Q4 2024.