Vanguard Morningstar Small-Cap ETF
633 hedge funds and large institutions have $7.98B invested in Vanguard Morningstar Small-Cap ETF in 2016 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 279 increasing their positions, 154 reducing their positions, and 23 closing their positions.
404% more first-time investments, than exits
New positions opened: 116 | Existing positions closed: 23
81% more repeat investments, than reductions
Existing positions increased: 279 | Existing positions reduced: 154
46% more funds holding in top 10
Funds holding in top 10: 46 → 67 (+21)
23% more capital invested
Capital invested by funds: $6.47B → $7.98B (+$1.51B)
16% more funds holding
Funds holding: 544 → 633 (+89)
3.61% more ownership
Funds ownership: 45.76% → 49.37% (+3.6%)
3% less call options, than puts
Call options by funds: $3.54M | Put options by funds: $3.64M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$160M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$95.9M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
+$93.6M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$48.8M |
| 5 |
PP
Pension Partners
New York
|
+$47.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$67.3M |
| 2 |
AA
Advisory Alpha
Holland,
Michigan
|
-$11.3M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
-$10M |
| 4 |
PPFA
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
|
-$9.13M |
| 5 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
-$6.38M |
VB Hedge Fund Activity: Q4 2016 in Review
633 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Small-Cap ETF (VB) for Q4 2016, worth a combined $7.98B — up 23% from $6.47B a quarter earlier.
Buyers outnumbered sellers: 116 funds opened new VB positions and 23 closed out — a net gain of 93 holders — while 279 added to existing stakes and 154 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $160M. The largest seller was AllianceBernstein, cutting an estimated $67.3M.
- 633 institutional investors held Vanguard Morningstar Small-Cap ETF (VB) as of Q4 2016, up from 544 in Q3 2016.
- Funds reported $7.98B of Vanguard Morningstar Small-Cap ETF stock for Q4 2016, up 23% quarter-over-quarter.
- 116 funds opened new Vanguard Morningstar Small-Cap ETF positions in Q4 2016 and 23 closed out, a net change of +93 holders.
- The largest Vanguard Morningstar Small-Cap ETF buyer in Q4 2016 was JP Morgan Chase, an estimated $160M added.
- The largest Vanguard Morningstar Small-Cap ETF seller in Q4 2016 was AllianceBernstein, an estimated $67.3M sold.
Based on aggregated 13F filings for Q4 2016.