Vanguard Small-Cap ETF
509 hedge funds and large institutions have $5.74B invested in Vanguard Small-Cap ETF in 2016 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 214 increasing their positions, 165 reducing their positions, and 24 closing their positions.
117% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 24
30% more repeat investments, than reductions
Existing positions increased: 214 | Existing positions reduced: 165
24% more funds holding in top 10
Funds holding in top 10: 38 → 47 (+9)
13% more capital invested
Capital invested by funds: $5.08B → $5.74B (+$658M)
5% more funds holding
Funds holding: 487 → 509 (+22)
1.86% more ownership
Funds ownership: 43.08% → 44.94% (+1.9%)
13% less call options, than puts
Call options by funds: $3.45M | Put options by funds: $3.98M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
+$456M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$37.8M |
| 3 |
QI
QS Investors
New York
|
+$36.7M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$21.7M |
| 5 |
Natixis Advisors
Boston,
Massachusetts
|
+$19.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$142M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$72.4M |
| 3 |
Morgan Stanley
New York
|
-$20.6M |
| 4 |
MFRM
Milliman Financial Risk Management
Chicago,
Illinois
|
-$19.5M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$16.5M |
VB Hedge Fund Activity: Q2 2016 in Review
509 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap ETF (VB) for Q2 2016, worth a combined $5.74B — up 13% from $5.08B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new VB positions and 24 closed out — a net gain of 28 holders — while 214 added to existing stakes and 165 trimmed.
The largest buyer was Jones Financial Companies, adding an estimated $456M. The largest seller was LPL Financial, cutting an estimated $142M.
- 509 institutional investors held Vanguard Small-Cap ETF (VB) as of Q2 2016, up from 487 in Q1 2016.
- Funds reported $5.74B of Vanguard Small-Cap ETF stock for Q2 2016, up 13% quarter-over-quarter.
- 52 funds opened new Vanguard Small-Cap ETF positions in Q2 2016 and 24 closed out, a net change of +28 holders.
- The largest Vanguard Small-Cap ETF buyer in Q2 2016 was Jones Financial Companies, an estimated $456M added.
- The largest Vanguard Small-Cap ETF seller in Q2 2016 was LPL Financial, an estimated $142M sold.
Based on aggregated 13F filings for Q2 2016.