Vanguard Morningstar Small-Cap ETF
437 hedge funds and large institutions have $4.75B invested in Vanguard Morningstar Small-Cap ETF in 2015 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 210 increasing their positions, 96 reducing their positions, and 28 closing their positions.
119% more repeat investments, than reductions
Existing positions increased: 210 | Existing positions reduced: 96
64% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 28
18% more funds holding in top 10
Funds holding in top 10: 34 → 40 (+6)
10% more capital invested
Capital invested by funds: $4.3B → $4.75B (+$444M)
3% more funds holding
Funds holding: 423 → 437 (+14)
7% more call options, than puts
Call options by funds: $1.51M | Put options by funds: $1.41M
1.14% less ownership
Funds ownership: 43.96% → 42.82% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$93.8M |
| 2 |
Morgan Stanley
New York
|
+$80.7M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$28.9M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$25.7M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$19.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$108M |
| 2 |
AA
ALPS Advisors
Denver,
Colorado
|
-$75.4M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$28.9M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$8.36M |
| 5 |
Bessemer Group
Woodbridge,
New Jersey
|
-$8.1M |
VB Hedge Fund Activity: Q1 2015 in Review
437 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Small-Cap ETF (VB) for Q1 2015, worth a combined $4.75B — up 10% from $4.3B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new VB positions and 28 closed out — a net gain of 18 holders — while 210 added to existing stakes and 96 trimmed.
The largest buyer was Bank of America, adding an estimated $93.8M. The largest seller was Deutsche Bank, exiting entirely with an estimated $108M sold.
- 437 institutional investors held Vanguard Morningstar Small-Cap ETF (VB) as of Q1 2015, up from 423 in Q4 2014.
- Funds reported $4.75B of Vanguard Morningstar Small-Cap ETF stock for Q1 2015, up 10% quarter-over-quarter.
- 46 funds opened new Vanguard Morningstar Small-Cap ETF positions in Q1 2015 and 28 closed out, a net change of +18 holders.
- The largest Vanguard Morningstar Small-Cap ETF buyer in Q1 2015 was Bank of America, an estimated $93.8M added.
- The largest Vanguard Morningstar Small-Cap ETF seller in Q1 2015 was Deutsche Bank, an estimated $108M sold.
Based on aggregated 13F filings for Q1 2015.