Vanguard Small-Cap ETF
780 hedge funds and large institutions have $11.3B invested in Vanguard Small-Cap ETF in 2017 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 315 increasing their positions, 214 reducing their positions, and 36 closing their positions.
617% more call options, than puts
Call options by funds: $3.92M | Put options by funds: $546K
292% more first-time investments, than exits
New positions opened: 141 | Existing positions closed: 36
47% more repeat investments, than reductions
Existing positions increased: 315 | Existing positions reduced: 214
14% more funds holding in top 10
Funds holding in top 10: 64 → 73 (+9)
14% more funds holding
Funds holding: 684 → 780 (+96)
10% more capital invested
Capital invested by funds: $10.3B → $11.3B (+$1.03B)
0.61% more ownership
Funds ownership: 52.04% → 52.66% (+0.61%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$254M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
+$96M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$53.6M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$43.1M |
| 5 |
LPL Financial
San Diego,
California
|
+$37.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
-$205M |
| 2 |
QI
QS Investors
New York
|
-$85.8M |
| 3 |
PPFA
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
|
-$60M |
| 4 |
PP
Pension Partners
New York
|
-$59.8M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$22.7M |
VB Hedge Fund Activity: Q4 2017 in Review
780 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap ETF (VB) for Q4 2017, worth a combined $11.3B — up 10% from $10.3B a quarter earlier.
Buyers outnumbered sellers: 141 funds opened new VB positions and 36 closed out — a net gain of 105 holders — while 315 added to existing stakes and 214 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $254M. The largest seller was Citigroup, cutting an estimated $205M.
- 780 institutional investors held Vanguard Small-Cap ETF (VB) as of Q4 2017, up from 684 in Q3 2017.
- Funds reported $11.3B of Vanguard Small-Cap ETF stock for Q4 2017, up 10% quarter-over-quarter.
- 141 funds opened new Vanguard Small-Cap ETF positions in Q4 2017 and 36 closed out, a net change of +105 holders.
- The largest Vanguard Small-Cap ETF buyer in Q4 2017 was JP Morgan Chase, an estimated $254M added.
- The largest Vanguard Small-Cap ETF seller in Q4 2017 was Citigroup, an estimated $205M sold.
Based on aggregated 13F filings for Q4 2017.