Vanguard Morningstar Small-Cap ETF
544 hedge funds and large institutions have $6.47B invested in Vanguard Morningstar Small-Cap ETF in 2016 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 229 increasing their positions, 170 reducing their positions, and 13 closing their positions.
323% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 13
151% more call options, than puts
Call options by funds: $3.65M | Put options by funds: $1.45M
35% more repeat investments, than reductions
Existing positions increased: 229 | Existing positions reduced: 170
13% more capital invested
Capital invested by funds: $5.74B → $6.47B (+$729M)
6% more funds holding
Funds holding: 511 → 544 (+33)
0.8% more ownership
Funds ownership: 44.96% → 45.76% (+0.8%)
2% less funds holding in top 10
Funds holding in top 10: 47 → 46 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$80.5M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
+$72.9M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$60.8M |
| 4 |
CCA
Catalyst Capital Advisors
Huntington,
New York
|
+$54.8M |
| 5 |
Goldman Sachs
New York
|
+$41.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BNP Paribas Financial Markets
Paris,
France
|
-$34.1M |
| 2 |
PPFA
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
|
-$16.4M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$13.2M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$11.2M |
| 5 |
AA
ALPS Advisors
Denver,
Colorado
|
-$10.7M |
VB Hedge Fund Activity: Q3 2016 in Review
544 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Small-Cap ETF (VB) for Q3 2016, worth a combined $6.47B — up 13% from $5.74B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new VB positions and 13 closed out — a net gain of 42 holders — while 229 added to existing stakes and 170 trimmed.
The largest buyer was Wellington Management Group, opening a new position worth an estimated $80.5M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $34.1M.
- 544 institutional investors held Vanguard Morningstar Small-Cap ETF (VB) as of Q3 2016, up from 511 in Q2 2016.
- Funds reported $6.47B of Vanguard Morningstar Small-Cap ETF stock for Q3 2016, up 13% quarter-over-quarter.
- 55 funds opened new Vanguard Morningstar Small-Cap ETF positions in Q3 2016 and 13 closed out, a net change of +42 holders.
- The largest Vanguard Morningstar Small-Cap ETF buyer in Q3 2016 was Wellington Management Group, an estimated $80.5M added.
- The largest Vanguard Morningstar Small-Cap ETF seller in Q3 2016 was BNP Paribas Financial Markets, an estimated $34.1M sold.
Based on aggregated 13F filings for Q3 2016.