Vanguard Small-Cap ETF
474 hedge funds and large institutions have $4.96B invested in Vanguard Small-Cap ETF in 2015 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 227 increasing their positions, 109 reducing their positions, and 30 closing their positions.
147% more first-time investments, than exits
New positions opened: 74 | Existing positions closed: 30
108% more repeat investments, than reductions
Existing positions increased: 227 | Existing positions reduced: 109
10% more capital invested
Capital invested by funds: $4.5B → $4.96B (+$454M)
8% more funds holding
Funds holding: 438 → 474 (+36)
0.7% more ownership
Funds ownership: 42.54% → 43.24% (+0.7%)
3% less funds holding in top 10
Funds holding in top 10: 39 → 38 (-1)
17% less call options, than puts
Call options by funds: $5.18M | Put options by funds: $6.26M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$103M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$91.3M |
| 3 |
LPL Financial
San Diego,
California
|
+$80.4M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$43.8M |
| 5 |
Morgan Stanley
New York
|
+$40M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bessemer Group
Woodbridge,
New Jersey
|
-$31.3M |
| 2 |
BNP Paribas Financial Markets
Paris,
France
|
-$30.3M |
| 3 |
Barclays
London,
United Kingdom
|
-$22.9M |
| 4 |
VanEck Associates
New York
|
-$22.4M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
-$14M |
VB Hedge Fund Activity: Q4 2015 in Review
474 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap ETF (VB) for Q4 2015, worth a combined $4.96B — up 10% from $4.5B a quarter earlier.
Buyers outnumbered sellers: 74 funds opened new VB positions and 30 closed out — a net gain of 44 holders — while 227 added to existing stakes and 109 trimmed.
The largest buyer was Wellington Management Group, opening a new position worth an estimated $103M. The largest seller was Bessemer Group, cutting an estimated $31.3M.
- 474 institutional investors held Vanguard Small-Cap ETF (VB) as of Q4 2015, up from 438 in Q3 2015.
- Funds reported $4.96B of Vanguard Small-Cap ETF stock for Q4 2015, up 10% quarter-over-quarter.
- 74 funds opened new Vanguard Small-Cap ETF positions in Q4 2015 and 30 closed out, a net change of +44 holders.
- The largest Vanguard Small-Cap ETF buyer in Q4 2015 was Wellington Management Group, an estimated $103M added.
- The largest Vanguard Small-Cap ETF seller in Q4 2015 was Bessemer Group, an estimated $31.3M sold.
Based on aggregated 13F filings for Q4 2015.