Vanguard Small-Cap Value ETF
590 hedge funds and large institutions have $6.17B invested in Vanguard Small-Cap Value ETF in 2018 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 250 increasing their positions, 187 reducing their positions, and 39 closing their positions.
44% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 39
34% more repeat investments, than reductions
Existing positions increased: 250 | Existing positions reduced: 187
4% more funds holding in top 10
Funds holding in top 10: 46 → 48 (+2)
2% more funds holding
Funds holding: 579 → 590 (+11)
3% more capital invested
Capital invested by funds: $5.97B → $6.17B (+$200M)
0.94% more ownership
Funds ownership: 47.46% → 48.41% (+0.94%)
19% less call options, than puts
Call options by funds: $2.38M | Put options by funds: $2.95M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$143M |
| 2 |
Goldman Sachs
New York
|
+$116M |
| 3 |
Betterment LLC
New York
|
+$57.9M |
| 4 |
Jones Financial Companies
Des Peres,
Missouri
|
+$26.8M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$26.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$53M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$36.2M |
| 3 |
QI
QS Investors
New York
|
-$22.8M |
| 4 |
KTM
Keeler Thomas Management
Orem,
Utah
|
-$14M |
| 5 |
TSS
Two Sigma Securities
New York
|
-$10.3M |
VBR Hedge Fund Activity: Q1 2018 in Review
590 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap Value ETF (VBR) for Q1 2018, worth a combined $6.17B — up 3.3% from $5.97B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new VBR positions and 39 closed out — a net gain of 17 holders — while 250 added to existing stakes and 187 trimmed.
The largest buyer was Ameriprise, adding an estimated $143M. The largest seller was Bank of America, cutting an estimated $53M.
- 590 institutional investors held Vanguard Small-Cap Value ETF (VBR) as of Q1 2018, up from 579 in Q4 2017.
- Funds reported $6.17B of Vanguard Small-Cap Value ETF stock for Q1 2018, up 3.3% quarter-over-quarter.
- 56 funds opened new Vanguard Small-Cap Value ETF positions in Q1 2018 and 39 closed out, a net change of +17 holders.
- The largest Vanguard Small-Cap Value ETF buyer in Q1 2018 was Ameriprise, an estimated $143M added.
- The largest Vanguard Small-Cap Value ETF seller in Q1 2018 was Bank of America, an estimated $53M sold.
Based on aggregated 13F filings for Q1 2018.