Vanguard Morningstar Small-Cap ETF
369 hedge funds and large institutions have $3.3B invested in Vanguard Morningstar Small-Cap ETF in 2013 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 134 increasing their positions, 94 reducing their positions, and 19 closing their positions.
316% more first-time investments, than exits
New positions opened: 79 | Existing positions closed: 19
43% more repeat investments, than reductions
Existing positions increased: 134 | Existing positions reduced: 94
18% more funds holding
Funds holding: 314 → 369 (+55)
4% more funds holding in top 10
Funds holding in top 10: 28 → 29 (+1)
1% less capital invested
Capital invested by funds: $3.35B → $3.3B (-$45.7M)
3.72% less ownership
Funds ownership: 43.71% → 39.99% (-3.7%)
20% less call options, than puts
Call options by funds: $671K | Put options by funds: $836K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCM
Windham Capital Management
Boston,
Massachusetts
|
+$39.9M |
| 2 |
Goldman Sachs
New York
|
+$25.3M |
| 3 |
U
UBS
Zurich,
Switzerland
|
+$20.7M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
+$15M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$14.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$203M |
| 2 |
Morgan Stanley
New York
|
-$151M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$88.7M |
| 4 |
QI
QS Investors
New York
|
-$47.6M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$42.8M |
VB Hedge Fund Activity: Q4 2013 in Review
369 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Small-Cap ETF (VB) for Q4 2013, worth a combined $3.3B — down 1.4% from $3.35B a quarter earlier.
Buyers outnumbered sellers: 79 funds opened new VB positions and 19 closed out — a net gain of 60 holders — while 134 added to existing stakes and 94 trimmed.
The largest buyer was Windham Capital Management, adding an estimated $39.9M. The largest seller was Fidelity Investments, cutting an estimated $203M.
- 369 institutional investors held Vanguard Morningstar Small-Cap ETF (VB) as of Q4 2013, up from 314 in Q3 2013.
- Funds reported $3.3B of Vanguard Morningstar Small-Cap ETF stock for Q4 2013, down 1.4% quarter-over-quarter.
- 79 funds opened new Vanguard Morningstar Small-Cap ETF positions in Q4 2013 and 19 closed out, a net change of +60 holders.
- The largest Vanguard Morningstar Small-Cap ETF buyer in Q4 2013 was Windham Capital Management, an estimated $39.9M added.
- The largest Vanguard Morningstar Small-Cap ETF seller in Q4 2013 was Fidelity Investments, an estimated $203M sold.
Based on aggregated 13F filings for Q4 2013.