Vanguard Morningstar Small-Cap ETF
378 hedge funds and large institutions have $3.78B invested in Vanguard Morningstar Small-Cap ETF in 2014 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 155 increasing their positions, 116 reducing their positions, and 16 closing their positions.
69% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 16
34% more repeat investments, than reductions
Existing positions increased: 155 | Existing positions reduced: 116
6% more capital invested
Capital invested by funds: $3.56B → $3.78B (+$216M)
2% more funds holding
Funds holding: 369 → 378 (+9)
0.49% more ownership
Funds ownership: 40.42% → 40.91% (+0.49%)
0% more call options, than puts
Call options by funds: $6.71M | Put options by funds: $6.7M
9% less funds holding in top 10
Funds holding in top 10: 34 → 31 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$83.7M |
| 2 |
CNB
City National Bank
Beverly Hills,
Delaware
|
+$66.8M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$23.3M |
| 4 |
Goldman Sachs
New York
|
+$15.7M |
| 5 |
Jane Street
New York
|
+$12.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$89.3M |
| 2 |
WCM
Windham Capital Management
Boston,
Massachusetts
|
-$36.4M |
| 3 |
HSBC Holdings
London,
United Kingdom
|
-$26.1M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$11.8M |
| 5 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
-$8.7M |
VB Hedge Fund Activity: Q2 2014 in Review
378 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Small-Cap ETF (VB) for Q2 2014, worth a combined $3.78B — up 6.1% from $3.56B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new VB positions and 16 closed out — a net gain of 11 holders — while 155 added to existing stakes and 116 trimmed.
The largest buyer was Bank of America, adding an estimated $83.7M. The largest seller was Deutsche Bank, cutting an estimated $89.3M.
- 378 institutional investors held Vanguard Morningstar Small-Cap ETF (VB) as of Q2 2014, up from 369 in Q1 2014.
- Funds reported $3.78B of Vanguard Morningstar Small-Cap ETF stock for Q2 2014, up 6.1% quarter-over-quarter.
- 27 funds opened new Vanguard Morningstar Small-Cap ETF positions in Q2 2014 and 16 closed out, a net change of +11 holders.
- The largest Vanguard Morningstar Small-Cap ETF buyer in Q2 2014 was Bank of America, an estimated $83.7M added.
- The largest Vanguard Morningstar Small-Cap ETF seller in Q2 2014 was Deutsche Bank, an estimated $89.3M sold.
Based on aggregated 13F filings for Q2 2014.