Vanguard Morningstar Small-Cap ETF
511 hedge funds and large institutions have $5.74B invested in Vanguard Morningstar Small-Cap ETF in 2016 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 215 increasing their positions, 166 reducing their positions, and 24 closing their positions.
117% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 24
30% more repeat investments, than reductions
Existing positions increased: 215 | Existing positions reduced: 166
24% more funds holding in top 10
Funds holding in top 10: 38 → 47 (+9)
13% more capital invested
Capital invested by funds: $5.08B → $5.74B (+$655M)
4% more funds holding
Funds holding: 489 → 511 (+22)
1.86% more ownership
Funds ownership: 43.1% → 44.96% (+1.9%)
13% less call options, than puts
Call options by funds: $3.45M | Put options by funds: $3.98M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
+$456M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$37.8M |
| 3 |
QI
QS Investors
New York
|
+$36.7M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$21.7M |
| 5 |
Natixis Advisors
Boston,
Massachusetts
|
+$19.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$142M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$72.4M |
| 3 |
Morgan Stanley
New York
|
-$20.6M |
| 4 |
MFRM
Milliman Financial Risk Management
Chicago,
Illinois
|
-$19.5M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$16.5M |
VB Hedge Fund Activity: Q2 2016 in Review
511 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Small-Cap ETF (VB) for Q2 2016, worth a combined $5.74B — up 13% from $5.08B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new VB positions and 24 closed out — a net gain of 28 holders — while 215 added to existing stakes and 166 trimmed.
The largest buyer was Jones Financial Companies, adding an estimated $456M. The largest seller was LPL Financial, cutting an estimated $142M.
- 511 institutional investors held Vanguard Morningstar Small-Cap ETF (VB) as of Q2 2016, up from 489 in Q1 2016.
- Funds reported $5.74B of Vanguard Morningstar Small-Cap ETF stock for Q2 2016, up 13% quarter-over-quarter.
- 52 funds opened new Vanguard Morningstar Small-Cap ETF positions in Q2 2016 and 24 closed out, a net change of +28 holders.
- The largest Vanguard Morningstar Small-Cap ETF buyer in Q2 2016 was Jones Financial Companies, an estimated $456M added.
- The largest Vanguard Morningstar Small-Cap ETF seller in Q2 2016 was LPL Financial, an estimated $142M sold.
Based on aggregated 13F filings for Q2 2016.