Vanguard Small-Cap ETF
631 hedge funds and large institutions have $7.98B invested in Vanguard Small-Cap ETF in 2016 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 278 increasing their positions, 153 reducing their positions, and 25 closing their positions.
364% more first-time investments, than exits
New positions opened: 116 | Existing positions closed: 25
82% more repeat investments, than reductions
Existing positions increased: 278 | Existing positions reduced: 153
45% more funds holding in top 10
Funds holding in top 10: 47 → 68 (+21)
24% more capital invested
Capital invested by funds: $6.43B → $7.98B (+$1.55B)
16% more funds holding
Funds holding: 543 → 631 (+88)
3.82% more ownership
Funds ownership: 45.54% → 49.36% (+3.8%)
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
631 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap ETF (VB) for Q4 2016, worth a combined $7.98B — up 24% from $6.43B a quarter earlier.
Buyers outnumbered sellers: 116 funds opened new VB positions and 25 closed out — a net gain of 91 holders — while 278 added to existing stakes and 153 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $160M. The largest seller was AllianceBernstein, cutting an estimated $67.3M.
- 631 institutional investors held Vanguard Small-Cap ETF (VB) as of Q4 2016, up from 543 in Q3 2016.
- Funds reported $7.98B of Vanguard Small-Cap ETF stock for Q4 2016, up 24% quarter-over-quarter.
- 116 funds opened new Vanguard Small-Cap ETF positions in Q4 2016 and 25 closed out, a net change of +91 holders.
- The largest Vanguard Small-Cap ETF buyer in Q4 2016 was JP Morgan Chase, an estimated $160M added.
- The largest Vanguard Small-Cap ETF seller in Q4 2016 was AllianceBernstein, an estimated $67.3M sold.
Based on aggregated 13F filings for Q4 2016.