Vanguard Morningstar Small-Cap ETF
2,190 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 319 funds opening new positions, 908 increasing their positions, 679 reducing their positions, and 72 closing their positions.
343% more first-time investments, than exits
New positions opened: 319 | Existing positions closed: 72
326% more capital inflows, than outflows
Capital inflows: $2.87B | Capital outflows: $673M
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: 908 | Existing positions reduced: 679
16% more funds holding in top 10
Funds holding in top 10: 196 → 227 (+31)
11% more funds holding
Funds holding: 1,978 → 2,190 (+212)
0.5% more ownership
Funds ownership: 58.67% → 59.17% (+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 |
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 |
Connecticut Wealth Management
Farmington,
Connecticut
|
-$33.8M |
| 3 |
Janus Henderson Group
London,
|
-$26.3M |
| 4 |
Kestra Advisory Services
Austin,
Texas
|
-$26.3M |
| 5 |
BlackRock
New York
|
-$22.9M |
VB Hedge Fund Activity: Q4 2024 in Review
2,190 of the 7,616 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: 319 funds opened new VB positions and 72 closed out — a net gain of 247 holders — while 908 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.
- 2,190 institutional investors held Vanguard Morningstar Small-Cap ETF (VB) as of Q4 2024, up from 1,978 in Q3 2024.
- Funds reported $37.3B of Vanguard Morningstar Small-Cap ETF stock for Q4 2024, up 5.6% quarter-over-quarter.
- 319 funds opened new Vanguard Morningstar Small-Cap ETF positions in Q4 2024 and 72 closed out, a net change of +247 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.