Vanguard Morningstar Small-Cap ETF
681 hedge funds and large institutions have $9.6B invested in Vanguard Morningstar Small-Cap ETF in 2017 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 321 increasing their positions, 172 reducing their positions, and 34 closing their positions.
87% more repeat investments, than reductions
Existing positions increased: 321 | Existing positions reduced: 172
62% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 34
8% more funds holding in top 10
Funds holding in top 10: 61 → 66 (+5)
2% more funds holding
Funds holding: 669 → 681 (+12)
1.06% more ownership
Funds ownership: 50.53% → 51.59% (+1.1%)
5% more capital invested
Capital invested by funds: $9.15B → $9.6B (+$452M)
86% less call options, than puts
Call options by funds: $4.45M | Put options by funds: $30.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Acorns Advisers
Irvine,
California
|
+$122M |
| 2 |
LPL Financial
San Diego,
California
|
+$118M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
+$89.9M |
| 4 |
PPFA
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
|
+$52.4M |
| 5 |
PP
Pension Partners
New York
|
+$51.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$153M |
| 2 |
JP Morgan Chase
New York
|
-$129M |
| 3 |
Goldman Sachs
New York
|
-$24.4M |
| 4 |
MWP
Moller Wealth Partners
|
-$14.5M |
| 5 |
AA
ALPS Advisors
Denver,
Colorado
|
-$9.3M |
VB Hedge Fund Activity: Q2 2017 in Review
681 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Small-Cap ETF (VB) for Q2 2017, worth a combined $9.6B — up 4.9% from $9.15B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new VB positions and 34 closed out — a net gain of 21 holders — while 321 added to existing stakes and 172 trimmed.
The largest buyer was Acorns Advisers, adding an estimated $122M. The largest seller was Wellington Management Group, cutting an estimated $153M.
- 681 institutional investors held Vanguard Morningstar Small-Cap ETF (VB) as of Q2 2017, up from 669 in Q1 2017.
- Funds reported $9.6B of Vanguard Morningstar Small-Cap ETF stock for Q2 2017, up 4.9% quarter-over-quarter.
- 55 funds opened new Vanguard Morningstar Small-Cap ETF positions in Q2 2017 and 34 closed out, a net change of +21 holders.
- The largest Vanguard Morningstar Small-Cap ETF buyer in Q2 2017 was Acorns Advisers, an estimated $122M added.
- The largest Vanguard Morningstar Small-Cap ETF seller in Q2 2017 was Wellington Management Group, an estimated $153M sold.
Based on aggregated 13F filings for Q2 2017.