Vanguard Morningstar Small-Cap ETF
669 hedge funds and large institutions have $9.15B invested in Vanguard Morningstar Small-Cap ETF in 2017 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 291 increasing their positions, 205 reducing their positions, and 40 closing their positions.
100% more first-time investments, than exits
New positions opened: 80 | Existing positions closed: 40
42% more repeat investments, than reductions
Existing positions increased: 291 | Existing positions reduced: 205
15% more capital invested
Capital invested by funds: $7.98B → $9.15B (+$1.17B)
6% more funds holding
Funds holding: 633 → 669 (+36)
1.16% more ownership
Funds ownership: 49.37% → 50.53% (+1.2%)
9% less funds holding in top 10
Funds holding in top 10: 67 → 61 (-6)
85% less call options, than puts
Call options by funds: $4.96M | Put options by funds: $33M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
+$332M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$114M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$80.5M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$76.4M |
| 5 |
CCA
Catalyst Capital Advisors
Huntington,
New York
|
+$51.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Acorns Advisers
Irvine,
California
|
-$50.1M |
| 2 |
PP
Pension Partners
New York
|
-$49.7M |
| 3 |
JP Morgan Chase
New York
|
-$46.8M |
| 4 |
Natixis Advisors
Boston,
Massachusetts
|
-$41.1M |
| 5 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$21.4M |
VB Hedge Fund Activity: Q1 2017 in Review
669 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Small-Cap ETF (VB) for Q1 2017, worth a combined $9.15B — up 15% from $7.98B a quarter earlier.
Buyers outnumbered sellers: 80 funds opened new VB positions and 40 closed out — a net gain of 40 holders — while 291 added to existing stakes and 205 trimmed.
The largest buyer was Jones Financial Companies, adding an estimated $332M. The largest seller was Acorns Advisers, cutting an estimated $50.1M.
- 669 institutional investors held Vanguard Morningstar Small-Cap ETF (VB) as of Q1 2017, up from 633 in Q4 2016.
- Funds reported $9.15B of Vanguard Morningstar Small-Cap ETF stock for Q1 2017, up 15% quarter-over-quarter.
- 80 funds opened new Vanguard Morningstar Small-Cap ETF positions in Q1 2017 and 40 closed out, a net change of +40 holders.
- The largest Vanguard Morningstar Small-Cap ETF buyer in Q1 2017 was Jones Financial Companies, an estimated $332M added.
- The largest Vanguard Morningstar Small-Cap ETF seller in Q1 2017 was Acorns Advisers, an estimated $50.1M sold.
Based on aggregated 13F filings for Q1 2017.