Vanguard Morningstar Small-Cap ETF
830 hedge funds and large institutions have $12.3B invested in Vanguard Morningstar Small-Cap ETF in 2018 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 355 increasing their positions, 267 reducing their positions, and 29 closing their positions.
110% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 29
33% more repeat investments, than reductions
Existing positions increased: 355 | Existing positions reduced: 267
7% more capital invested
Capital invested by funds: $11.4B → $12.3B (+$824M)
7% more funds holding in top 10
Funds holding in top 10: 73 → 78 (+5)
3% more funds holding
Funds holding: 808 → 830 (+22)
0.67% less ownership
Funds ownership: 52.57% → 51.9% (-0.67%)
30% less call options, than puts
Call options by funds: $2.93M | Put options by funds: $4.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$84.6M |
| 2 |
CM
Churchill Management
Los Angeles,
California
|
+$69.1M |
| 3 |
PP
Pension Partners
New York
|
+$57.3M |
| 4 |
Morgan Stanley
New York
|
+$55M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$38.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$163M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$88M |
| 3 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
-$72.1M |
| 4 |
BNP Paribas Financial Markets
Paris,
France
|
-$68.3M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$26.4M |
VB Hedge Fund Activity: Q2 2018 in Review
830 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Small-Cap ETF (VB) for Q2 2018, worth a combined $12.3B — up 7.2% from $11.4B a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new VB positions and 29 closed out — a net gain of 32 holders — while 355 added to existing stakes and 267 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $84.6M. The largest seller was Goldman Sachs, cutting an estimated $163M.
- 830 institutional investors held Vanguard Morningstar Small-Cap ETF (VB) as of Q2 2018, up from 808 in Q1 2018.
- Funds reported $12.3B of Vanguard Morningstar Small-Cap ETF stock for Q2 2018, up 7.2% quarter-over-quarter.
- 61 funds opened new Vanguard Morningstar Small-Cap ETF positions in Q2 2018 and 29 closed out, a net change of +32 holders.
- The largest Vanguard Morningstar Small-Cap ETF buyer in Q2 2018 was JP Morgan Chase, an estimated $84.6M added.
- The largest Vanguard Morningstar Small-Cap ETF seller in Q2 2018 was Goldman Sachs, an estimated $163M sold.
Based on aggregated 13F filings for Q2 2018.