Vanguard Morningstar Small-Cap ETF
489 hedge funds and large institutions have $5.08B invested in Vanguard Morningstar Small-Cap ETF in 2016 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 201 increasing their positions, 173 reducing their positions, and 37 closing their positions.
49% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 37
16% more repeat investments, than reductions
Existing positions increased: 201 | Existing positions reduced: 173
3% more funds holding
Funds holding: 476 → 489 (+13)
2% more capital invested
Capital invested by funds: $4.98B → $5.08B (+$104M)
0% more funds holding in top 10
Funds holding in top 10: 38 → 38 (0)
0.16% less ownership
Funds ownership: 43.26% → 43.1% (-0.16%)
52% less call options, than puts
Call options by funds: $3.29M | Put options by funds: $6.84M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFRM
Milliman Financial Risk Management
Chicago,
Illinois
|
+$113M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$62.3M |
| 3 |
Bessemer Group
Woodbridge,
New Jersey
|
+$30.4M |
| 4 |
BNP Paribas Financial Markets
Paris,
France
|
+$30M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
+$28.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$84.3M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$79.2M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$39M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$35.7M |
| 5 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$17.3M |
VB Hedge Fund Activity: Q1 2016 in Review
489 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Small-Cap ETF (VB) for Q1 2016, worth a combined $5.08B — up 2.1% from $4.98B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new VB positions and 37 closed out — a net gain of 18 holders — while 201 added to existing stakes and 173 trimmed.
The largest buyer was Milliman Financial Risk Management, opening a new position worth an estimated $113M. The largest seller was Morgan Stanley, cutting an estimated $84.3M.
- 489 institutional investors held Vanguard Morningstar Small-Cap ETF (VB) as of Q1 2016, up from 476 in Q4 2015.
- Funds reported $5.08B of Vanguard Morningstar Small-Cap ETF stock for Q1 2016, up 2.1% quarter-over-quarter.
- 55 funds opened new Vanguard Morningstar Small-Cap ETF positions in Q1 2016 and 37 closed out, a net change of +18 holders.
- The largest Vanguard Morningstar Small-Cap ETF buyer in Q1 2016 was Milliman Financial Risk Management, an estimated $113M added.
- The largest Vanguard Morningstar Small-Cap ETF seller in Q1 2016 was Morgan Stanley, an estimated $84.3M sold.
Based on aggregated 13F filings for Q1 2016.