Vanguard Small-Cap ETF
855 hedge funds and large institutions have $13.1B invested in Vanguard Small-Cap ETF in 2018 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 329 increasing their positions, 275 reducing their positions, and 34 closing their positions.
91% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 34
52% more call options, than puts
Call options by funds: $3.68M | Put options by funds: $2.42M
20% more repeat investments, than reductions
Existing positions increased: 329 | Existing positions reduced: 275
7% more capital invested
Capital invested by funds: $12.3B → $13.1B (+$855M)
3% more funds holding
Funds holding: 831 → 855 (+24)
0% more funds holding in top 10
Funds holding in top 10: 79 → 79 (0)
1.2% less ownership
Funds ownership: 52.84% → 51.64% (-1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$206M |
| 2 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
+$83.9M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$55.9M |
| 4 |
Jones Financial Companies
Des Peres,
Missouri
|
+$32.1M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$25.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PP
Pension Partners
New York
|
-$58.3M |
| 2 |
Morgan Stanley
New York
|
-$56.3M |
| 3 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$50.8M |
| 4 |
QIM
Quantitative Investment Management
Charlottesville,
Virginia
|
-$25.6M |
| 5 |
Jane Street
New York
|
-$12.5M |
VB Hedge Fund Activity: Q3 2018 in Review
855 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap ETF (VB) for Q3 2018, worth a combined $13.1B — up 7% from $12.3B a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new VB positions and 34 closed out — a net gain of 31 holders — while 329 added to existing stakes and 275 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $206M. The largest seller was Pension Partners, exiting entirely with an estimated $58.3M sold.
- 855 institutional investors held Vanguard Small-Cap ETF (VB) as of Q3 2018, up from 831 in Q2 2018.
- Funds reported $13.1B of Vanguard Small-Cap ETF stock for Q3 2018, up 7% quarter-over-quarter.
- 65 funds opened new Vanguard Small-Cap ETF positions in Q3 2018 and 34 closed out, a net change of +31 holders.
- The largest Vanguard Small-Cap ETF buyer in Q3 2018 was JP Morgan Chase, an estimated $206M added.
- The largest Vanguard Small-Cap ETF seller in Q3 2018 was Pension Partners, an estimated $58.3M sold.
Based on aggregated 13F filings for Q3 2018.